Series 65 Jobs

This full-time Class A CDL Driver and Equipment Operator role with HPC Industrial serves the Youngstown and Warren, Ohio region, focusing on hazardous material handling and industrial cleaning services. The position requires a valid CDL with Tanker and Hazmat endorsements, a TWIC card, and the ability to drive manual transmission vehicles. Key responsibilities include operating vacuum trucks, hydroblasting equipment, and high-pressure pumps while supervising crews, performing routine maintenance, and ensuring strict adherence to safety protocols during regional travel. The role appeals to candidates seeking a safety-first culture with a mission to create a cleaner environment, offering opportunities for career growth, employee stock ownership, and comprehensive benefits including health coverage and tuition reimbursement.

This full-time Class A CDL Driver and Equipment Operator role with HPC Industrial serves the Youngstown and Warren, Ohio area, focusing on hazardous material handling and industrial cleaning services. The position requires a valid CDL with Tanker and Hazmat endorsements, a TWIC card, and the ability to drive manual transmission vehicles. Key responsibilities include operating vacuum trucks, hydroblasting equipment, and high-pressure pumps while supervising crews, performing routine maintenance, and ensuring strict adherence to safety protocols during regional travel. The role appeals to candidates seeking a safety-first culture with a 40-year legacy in environmental sustainability, offering opportunities for career growth, employee stock ownership, and comprehensive benefits including health coverage and tuition reimbursement. The position involves significant travel and variable shifts, making it an ideal fit for experienced operators looking to leverage their skills in a mission-driven organization.

This full-time Class A CDL Driver and Equipment Operator role with HPC Industrial serves the Youngstown and Warren, Ohio region, focusing on hazardous material handling and industrial cleaning services. The position requires a valid CDL with Tanker and Hazmat endorsements, a TWIC card, and the ability to drive manual transmission vehicles. Key responsibilities include operating vacuum trucks, hydroblasting equipment, and high-pressure pumps while supervising crews, conducting pre-trip inspections, and ensuring strict adherence to safety protocols. The role is appealing due to the company's strong safety culture, opportunities for career growth, and comprehensive benefits including health coverage, a 401k match, and tuition reimbursement. The position involves significant travel within the region and offers flexibility for variable shifts, making it an ideal fit for transitioning military personnel seeking to leverage their technical skills in a mission-driven environment.

This full-time Vice President and Branch Leader role is based in Austin, Texas, within the financial services sales department. The position involves serving as a general manager responsible for driving business growth, managing branch operations, and leading a team of associates. Key duties include recruiting and mentoring new staff, conducting client meetings and seminars to educate the local market, and coordinating cross-company partnerships to expand revenue. The role is appealing for its focus on employee development, collaborative culture, and the opportunity to make a significant impact on branch profitability and market expansion. Candidates must hold active Series 7, 9, 10, and 66 licenses and possess extensive experience in financial sales and management.

This Financial Consultant role is based in Bellevue, Washington, within the Investor Center team at Fidelity. The position focuses on deepening relationships with an existing client base rather than sourcing new business, utilizing a stable industry-leading platform. Key responsibilities include engaging clients face-to-face to provide personalized financial planning, offering guidance on complex investment strategies, and helping customers achieve their retirement goals. The role appeals to professionals seeking long-term growth through extensive training, tuition reimbursement for certifications, and a supportive culture that prioritizes holistic well-being. While the position requires specific FINRA licenses, the company provides the resources and open architecture tools necessary for success in this client-centered environment.

This full-time Senior Client Associate role within J.P. Morgan Advisors supports Financial Advisors in delivering wealth management services to ultra-high net worth clients in San Francisco. Key responsibilities include managing client onboarding and account maintenance, executing investment trades, and providing comprehensive support across various financial products and planning tools. The position serves as a vital liaison between advisors, compliance, and business units while fostering strong client relationships. The role appeals to candidates seeking career growth within a global financial firm, offering a fast-paced environment with access to extensive resources and a culture that values innovation and excellence. The position requires obtaining Series 7 and 66 licenses and involves direct interaction with clients and internal teams.

This Vice President or Executive Director role within J.P. Morgan's U.S. Private Bank focuses on advising affluent families on building, preserving, and managing their wealth. The position involves managing existing client relationships, acquiring new assets, and providing comprehensive advice on asset allocation, investments, credit, and banking needs. Candidates will partner with internal specialists to deliver holistic financial solutions while adhering to strict regulatory guidelines. The role is appealing due to the opportunity to work alongside a talented, collaborative team supported by a robust institutional platform with extensive resources. It offers a dynamic environment for professionals with an entrepreneurial mindset to advance their careers through continuous learning and high-impact client engagement. The position is based in San Francisco.

This Vice President role within J.P. Morgan's U.S. Private Bank focuses on delivering high-level investment solutions to qualified purchaser clients. The position involves conducting investment reviews to validate client objectives, developing investment policy statements, and advising on asset allocation strategies. Key responsibilities include closing sales of complex investment products, coordinating with Capital Advisors and Trust Officers, and providing guidance to junior staff members. The role appeals to experienced professionals seeking a collaborative environment where they can leverage an entrepreneurial mindset to deepen client relationships and advance their careers. Candidates will work alongside talented colleagues across various functions to drive business growth while adhering to strict compliance standards.

This Managing Director role within J.P. Morgan's International Private Bank focuses on advising offshore clients across Asia on building and preserving their wealth. The position involves managing high-net-worth relationships, providing holistic balance-sheet advice on investments and credit, and driving new asset acquisition. Candidates will leverage a strong institutional platform to deliver tailored financial solutions while collaborating with internal specialists. The role appeals to professionals seeking a client-first culture with broad exposure to global markets and significant career growth opportunities. Fluency in English and Mandarin is required, and the position supports a dynamic environment where entrepreneurial thinking is valued.

This role serves as a Wealth Advisor Consultant within Schwab Advisor Services, focusing on the strategic Ultra High Net Worth (UHNW) offering. The position involves acting as a trusted advocate for independent registered investment advisors by delivering consultative engagement to uncover unique client needs and goals. Key responsibilities include leveraging specialized wealth management capabilities to tailor solutions, articulating differentiated value to help advisors distinguish their practices, and driving strategic growth within the RIA community. The role is appealing due to its focus on high-impact relationship building, the opportunity to champion a visible strategic initiative, and a supportive culture that empowers professional growth. The position requires on-site work four days a week at locations in Westlake, Texas, or Orlando, Florida.

This full-time Financial Consultant role is based in Brea, California, within the Investor Center team at Fidelity. The position focuses on deepening relationships with an existing client base rather than sourcing new business, utilizing a stable industry-leading platform to create complex financial plans and retirement strategies. Key responsibilities include engaging clients face-to-face to offer personalized guidance, introducing diverse investment solutions, and mentoring customers toward their long-term financial goals. The role appeals to professionals seeking growth and flexibility, supported by comprehensive training programs, tuition reimbursement for certifications, and a collaborative culture that prioritizes holistic employee well-being. Candidates must hold or be able to acquire relevant FINRA licenses to effectively serve a knowledgeable clientele.

This Financial Consultant role is based in Brea, California, within an Investor Center team that leverages an existing client base to focus on relationship building rather than new business sourcing. The position involves engaging clients face-to-face to provide personalized financial planning, retirement strategies, and investment solutions using an open architecture platform. Key responsibilities include deepening client relationships, presenting complex financial strategies, and mentoring customers toward their long-term goals. The role is appealing due to Fidelity's emphasis on professional growth, offering extensive training, tuition reimbursement for certifications, and a supportive culture that prioritizes work-life balance. While the position requires FINRA licensing, the company provides resources to help candidates acquire necessary credentials if not already held.

This Tax Analyst role supports the Indirect Tax team by managing technology tools and leading system-wide implementations for sales and use tax. Key responsibilities include administering Vertex and Avalara platforms, ensuring data accuracy, and serving as a liaison between tax, accounting, and IT departments to resolve technical issues. The position also involves preparing and filing transaction tax returns, conducting tax research, and optimizing workflows through automation and AI. The role appeals to candidates seeking a collaborative environment where they can drive process improvements and leverage advanced tax technology. It requires a blend of technical system administration and compliance expertise within a large-scale corporate setting.

This full-time Diesel Technician role supports Carvana's Fleet Maintenance team, focusing on Class 8 trucks and trailers. The position involves performing preventative maintenance, conducting diagnostics on electrical and engine systems, and managing aftertreatment components to ensure fleet reliability. The role is appealing due to the company's supportive culture, comprehensive benefits including tool and boot allowances, and significant investment in professional growth through ASE certification reimbursement and tuition programs. The schedule runs Sunday through Thursday, and the position offers a collaborative environment with clear pathways for advancement within a rapidly expanding organization.

This full-time Diesel Technician role supports Carvana's Fleet Maintenance team, focusing on the upkeep of Class 8 trucks and trailers. Key responsibilities include performing preventative maintenance, conducting diagnostics on electrical and engine systems, and managing aftertreatment components to ensure fleet reliability and DOT compliance. The position is appealing due to a supportive culture that invests in employee growth through ASE certification reimbursement, tuition assistance, and internal training programs. The role offers a stable work environment with no major engine overhauls or roadside calls, alongside benefits such as tool and boot allowances, comprehensive health coverage, and opportunities for advancement within a rapidly expanding company.

This full-time role involves serving as a Diesel Technician within Carvana's Fleet Maintenance team, focusing on Class 8 trucks and trailers. Key responsibilities include performing preventative maintenance, conducting complex diagnostics on electrical and engine systems, and managing aftertreatment components to ensure fleet reliability and DOT compliance. The position is appealing due to a supportive culture that invests in employee growth through ASE certification reimbursement and tuition assistance, alongside a schedule that avoids major engine overhauls or roadside calls. The role is based on-site with a Tuesday through Saturday shift pattern.

The Relationship Banker role at the Havemeyer and Broadway branch in Brooklyn involves representing the Chase brand through attentive service and financial expertise. Key responsibilities include acquiring and managing client relationships, offering tailored banking solutions, and educating customers on digital tools like mobile apps and ATMs. The position requires maintaining regulatory compliance and collaborating with specialized team members to address complex financial needs. This opportunity appeals to those seeking a customer-centric environment that values diversity and inclusion, offering a chance to build lasting connections while working within a leading financial services firm. The role is based on-site at the branch and requires availability during branch hours, including weekends and evenings.

The Relationship Banker role at a Chase branch in San Antonio focuses on building lasting client relationships through personalized financial guidance and hospitality. Key responsibilities include proactively managing client accounts, offering tailored banking solutions, and educating customers on digital tools like mobile apps and ATMs. The position requires strong communication skills to deliver attentive service while adhering to regulatory standards. This opportunity appeals to those seeking a dynamic environment within a leading financial institution that values diversity, inclusion, and professional growth. The role is based on-site at the branch and requires availability during extended hours, including weekends and evenings.

The Relationship Banker role at a Chase branch in San Jose and Mandarin focuses on building lasting client relationships through personalized financial guidance. Key responsibilities include proactively managing client accounts, delivering attentive service to exceed expectations, and educating customers on digital banking tools like mobile apps and ATMs. The position requires consulting with clients to tailor financial solutions while adhering to regulatory standards. This opportunity appeals to those seeking a dynamic environment within a leading financial services firm that values diversity, inclusion, and professional growth. The role offers a collaborative culture where employees can develop expertise in banking products and contribute to the success of local communities. Work is conducted on-site at the branch during business hours, including weekends and evenings.

This full-time Private Client Banker role is based in San Antonio, Texas, within the Branch Banking team at a leading financial services firm. The position serves as the primary contact for a select group of affluent clients, managing their complete banking relationships through an advice-based approach to help them achieve their financial goals. Key responsibilities include identifying opportunities to share premium banking value, actively acquiring new clients through referrals, and collaborating with specialized partners like mortgage bankers to address complex financial needs. The role appeals to individuals seeking a career focused on building lasting relationships and making a tangible impact on clients' lives. It offers a collaborative environment that values diversity and inclusion, with a work arrangement requiring availability during branch hours, including weekends and evenings.

This full-time Financial Professional role in New York focuses on helping individuals and families achieve financial wellness through personalized wealth management strategies. The position involves building client relationships, developing tailored financial plans based on risk tolerance, and providing consultation on various financial products. The role is ideal for individuals with an entrepreneurial spirit seeking a structured career path, offering comprehensive training including FINRA licensing sponsorship and a 120-day hands-on program. Key appeals include a supportive culture dedicated to social impact, access to leadership development schools, and a stable pay structure during the initial employment period. While the position requires an in-office presence in New York, it features a flexible schedule designed to support work-life balance and professional growth.

This Wealth Management Associate role in Woodbury, NY, involves building a client base and providing financial guidance within a structured training program. Key responsibilities include developing personalized financial strategies, managing client portfolios, and nurturing relationships through networking and consistent communication. The position is appealing due to comprehensive support, including FINRA licensing sponsorship, a 120-day paid training period, and access to mentorship and leadership development schools. The role offers a stable income during the initial phase, opportunities for professional designations, and a culture focused on social impact and community engagement. While the position requires an in-office presence, it provides a flexible schedule to balance productivity with personal time.

This Wealth Management Associate role is based in California locations including Irvine, Los Angeles, and Ventura, requiring an in-office presence. The position focuses on building client relationships, developing personalized financial strategies, and providing product consultations to help individuals achieve financial wellness. The role offers a structured career path with comprehensive training, including sponsorship for required FINRA licenses and a 120-day hands-on employment period. Key appeals include a supportive mentorship program, access to leadership development schools, and a culture dedicated to social impact and community engagement. The position provides a stable pay structure during the initial training phase and opportunities for professional growth through designations like CFP.

This entry-level financial advisor role at Equitable Advisors in Boca Raton focuses on guiding individuals and families toward financial wellness through personalized wealth management strategies. The position requires building client relationships, developing tailored financial plans, and providing product consultations while maintaining an in-office presence with a flexible schedule. The opportunity is appealing due to the comprehensive 120-day training program that includes FINRA licensing sponsorship, dedicated mentorship from local leadership, and access to continuous learning resources. The company fosters a values-driven culture centered on social impact, offering robust professional development pathways for those aspiring to earn advanced designations or move into management.

This independent contractor role targets career changers in Southern Arizona to build a financial advisory practice within WealthBridge Financial Group. The position involves developing comprehensive financial plans covering protection, retirement, and estate planning while serving diverse local markets including Tucson, Lake Havasu, and border communities. Key responsibilities include prospecting new clients, conducting weekly coaching sessions, and rapidly obtaining necessary state and securities licenses. The opportunity appeals to driven individuals seeking ownership of their business from day one, offering direct mentorship from the regional Managing Director, a structured training program, and a clear path to senior leadership. The arrangement provides flexible scheduling and access to a multi-carrier product platform without non-solicitation restrictions.