Series 65 Jobs

This full-time financial professional role is based in the Baltimore and Columbia area, focusing on helping individuals and families achieve financial wellness through a structured wealth management path. The position requires an in-office presence but offers a flexible schedule to support work-life balance. Key responsibilities include building client relationships through networking, developing personalized financial strategies based on client goals, and providing consultation on tailored financial products. The role is appealing due to comprehensive training support including FINRA licensing sponsorship, a 120-day hands-on employment period, and access to mentorship and leadership development programs. The company fosters a values-driven culture with a strong emphasis on community impact, diversity, and continuous professional growth through designations like CFP.

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.

This full-time Financial Consultant role at Fidelity Investments supports clients in Boston, MA, by delivering strategic financial guidance and personalized service. The position involves conducting comprehensive financial planning, developing tailored investment strategies, and managing client portfolios while staying current with market trends. Key responsibilities include educating clients on financial products, building lasting relationships, and ensuring regulatory compliance. The role appeals to professionals seeking to leverage extensive resources and a collaborative culture to help clients achieve their financial goals. The company offers a comprehensive benefits package including medical, dental, vision, and life insurance, along with a 401k plan. While the position is based in Boston, the opportunity to work with a leading asset manager and grow within a supportive environment makes it an attractive career path.

This senior management role within Schwab Wealth Advisory focuses on delivering personalized, fee-based investment solutions to clients with complex financial needs. The position involves acting as a fiduciary to manage portfolios, create customized financial plans, and mentor junior team members while leveraging a wide range of investment products. The role appeals to professionals seeking to deepen their wealth management expertise within a collaborative culture that values innovation and continuous learning. It offers a hybrid work arrangement that balances in-office collaboration with flexibility, supported by comprehensive benefits including a 401(k) match, sabbatical opportunities, and tuition reimbursement.

This Executive Director role within J.P. Morgan's U.S. Private Bank focuses on advising Private Equity and Venture Capital firms on comprehensive banking and lending solutions. The position involves managing a large national book of clients, providing strategic advice on balance sheet management, asset allocation, and credit needs while collaborating with local coverage markets. Key responsibilities include generating new assets through proactive outreach, re-engaging existing clients, and connecting them with specialized partners across the firm's ecosystem. The role is appealing for its opportunity to work within a fast-paced, entrepreneurial environment supported by a robust institutional platform and intellectual capital. It offers significant career growth potential through collaboration with diverse teams and the chance to challenge oneself in a leading global financial institution.

The Principal Engineer, EMC role is a senior individual contributor position within the engineering department responsible for leading electromagnetic compatibility activities across new product development and sustaining programs. The position serves as a subject matter expert who partners with cross-functional teams to guide design decisions, mitigate technical risks, and ensure global regulatory compliance. Key responsibilities include performing board and system-level troubleshooting, overseeing pre-compliance and formal testing, and developing technical documentation to support product certification. This opportunity appeals to candidates seeking a high-impact technical career where they can mentor engineers and drive complex problem-solving without direct people management duties. The role is based onsite at the Irvine, California office and offers a collaborative environment focused on advancing medical device technology.

This principal quantitative developer role embeds the candidate within the Quantitative Research and Investment Technology group at Fidelity Asset Management Solutions. The position blends investment management with technical expertise to partner with investment teams on portfolio construction, risk management, and alpha research. Key responsibilities include building robust analytical solutions using Python, SQL, and Linux, leading full-stack software development projects, and applying advanced statistical methods to enhance decision-making processes. The role appeals to professionals seeking to leverage deep quantitative skills in a collaborative environment that values rigorous engineering practices and continuous innovation. It offers opportunities for career growth through educational assistance and a comprehensive benefits package, supporting a balance between professional development and personal well-being.

This principal quantitative developer role embeds the candidate within the Quantitative Research and Investment Technology group at Fidelity Asset Management Solutions. The position blends investment management with technical expertise to partner with investment teams on portfolio construction, risk management, and alpha research. Key responsibilities include building robust analytical solutions using Python, SQL, and Linux, leading full-stack software development projects, and applying advanced statistical methods to enhance decision-making processes. The role appeals to professionals seeking to drive innovation in alternative investment processes while working in a collaborative environment that values research rigor and repeatability. The position offers opportunities for career growth through educational assistance and a comprehensive benefits package, supporting a balance between professional development and personal well-being.

The Client Service Associate role supports the Independent Network brokerage firm at Hilltop Securities by providing administrative and client-service assistance to multiple financial advisors. Key responsibilities include managing client onboarding and account maintenance, updating customer records, resolving service issues, and handling CRM task management and scheduling. The position offers an opportunity to work in a fast-paced environment with minimal supervision while contributing to operational consistency and enhanced client experiences. The role is designed for individuals with strong organizational skills and a desire to grow within the financial services industry, with potential support for obtaining Series 7 and 63 registrations. The work arrangement allows for remote execution of duties.

This Financial Advisor role in Fort Myers and surrounding areas involves building a client practice focused on providing purpose-based financial advice, investments, and insurance to a faith-based community. Key responsibilities include developing long-term client relationships, delivering financial workshops, and leveraging a collaborative network of specialists to guide clients through their financial journeys. The position is appealing due to its mission-driven culture that prioritizes generosity and service, offering up to 14 weeks of paid training to obtain necessary licenses. The role provides the stability of a Fortune 500 organization while allowing for schedule flexibility and a collaborative environment where advisors can control their professional growth and work-life balance.

This full-time Experienced Diesel Technician role supports Carvana's Fleet Maintenance team, focusing on Class 8 trucks and trailers. The position involves performing preventative maintenance, conducting complex diagnostics on electrical and engine systems, and managing aftertreatment components to ensure fleet reliability and DOT compliance. The role is appealing due to a supportive culture that invests in employee growth through ASE certification reimbursement, tuition assistance, and internal training opportunities. Additional benefits include a tool allowance, competitive overtime, and a collaborative environment where technicians work on warranty-covered vehicles, minimizing major overhauls. The position is based on-site with a focus on safety and operational efficiency.

The Forecast Analyst - Trade role at Delta Faucet Company focuses on driving demand planning and forecasting strategy for a complex product portfolio. Key responsibilities include owning the 18-month monthly forecast by SKU and distribution center, utilizing tools like Kinaxis Maestro and Power BI to interpret trends and mitigate risks, and collaborating with Sales, Operations, and Supply Planning teams to align business objectives. This position appeals to analytical professionals seeking to influence financial outcomes and optimize inventory levels within a fast-paced environment. The role offers a supportive culture recognized for diversity, inclusion, and work-life balance, along with opportunities for professional growth through learning resources and cross-company projects. The position is full-time and operates within a collaborative, data-driven setting.

This role within Apple's Services Finance Data Science and Engineering team focuses on building and optimizing financial data platforms to support product innovation. The position involves partnering with business stakeholders to translate complex requirements into data-driven solutions, utilizing AI coding assistants and agentic frameworks to rapidly prototype and deploy analytical models. Key responsibilities include designing scalable analytics pipelines, conducting rigorous statistical analysis, and creating self-serve dashboards that empower decision-making. The role appeals to candidates who thrive in a collaborative culture of excellence and offers the opportunity to work with cutting-edge AI tools to accelerate delivery. The position requires a strong background in Python, SQL, and machine learning, with a focus on shipping production-ready solutions in a dynamic environment.

The Public Finance Analyst role supports municipal financing initiatives within Stifel's investment banking division. Key responsibilities include developing financial and debt models for new bond issues, researching local government capital needs, and assisting in the creation of client pitch books and marketing materials. The position offers an appealing entrepreneurial environment with a strong emphasis on professional growth through junior banker training and mentorship. While the role requires some travel and flexibility for business hours, it provides a collaborative culture where associates can build direct client relationships and develop technical skills in a global firm with over 130 years of history.

The Information Systems Security Officer role serves as a dual technical architect and compliance steward within the OIM department, bridging cybersecurity architecture with federal governance. Key responsibilities include designing secure-by-design systems, managing the Assessment and Authorization process, and overseeing continuous monitoring of security controls across diverse information systems. The position requires leading risk assessments, maintaining Plans of Action and Milestones, and ensuring strict adherence to NIST and DOE federal mandates. This opportunity appeals to professionals seeking to shape enterprise security strategy while working in a collaborative environment that values resilience and mission-critical protection. The role involves close collaboration with cross-functional teams and offers the chance to influence security culture through training and policy development.

This Staff Software Engineer role within General Motors' Autonomous Vehicle organization focuses on building the simulation ecosystem that validates and advances self-driving technology. The position involves architecting large-scale test infrastructure and evaluation pipelines to ensure the reliability of autonomous software. Key responsibilities include leading cross-functional initiatives to integrate simulation tools into development workflows, inventing novel methodologies to quantify test effectiveness, and defining safety metrics through interactive dashboards. The role offers the appeal of shaping core platforms for next-generation vehicles while working in a culture dedicated to zero crashes and zero emissions. The position supports a hybrid work arrangement, allowing remote work with a requirement to report to the Sunnyvale or Mountain View area three times weekly for eligible candidates.

This senior software engineering role within General Motors' Autonomous Vehicle organization focuses on building and advancing the simulation ecosystem for next-generation driver assistance technology. The position involves designing large-scale test infrastructure and evaluation pipelines to validate autonomous driving software, developing core simulation dashboards to deliver actionable insights on system health, and driving scalable quality assessments through automation. The role offers the opportunity to shape critical simulation platforms that accelerate the development of safe, scalable vehicles while collaborating with cross-functional teams on safety-critical methodologies. It is appealing for its chance to work on cutting-edge automation at an unprecedented scale, mentor engineering peers, and leverage AI-assisted tools. The position supports a hybrid work arrangement, allowing remote work with a requirement to report to the Sunnyvale or Mountain View area three times weekly for those within a 50-mile radius.

This full-time Financial Consultant role at Fidelity Investments is based in Boston and focuses on delivering personalized financial guidance to clients. The position involves conducting comprehensive financial planning, developing tailored investment strategies, and managing client portfolios while ensuring regulatory compliance. Key responsibilities include educating clients on financial products, staying current with market trends, and building long-term relationships. The role appeals to professionals seeking to leverage extensive resources and a collaborative culture within a leading asset management firm. Benefits include comprehensive health coverage and retirement savings options. A Certified Financial Planner designation is preferred, and relevant FINRA licenses may be required.

The Financial Consultant role at Fidelity Investments supports the Boston-based team by delivering strategic financial guidance and services to clients. Key responsibilities include conducting comprehensive financial planning, developing tailored investment strategies, managing client portfolios, and educating customers on various financial products while ensuring regulatory compliance. The position appeals to professionals seeking to leverage extensive resources and a vast array of financial tools to help clients achieve their long-term goals. The role offers a collaborative environment with a focus on building lasting client relationships and provides a comprehensive benefits package including medical, dental, vision, and life insurance.

The Fund Accountant role supports Townsend's accounting and reporting functions for pooled funds and co-investment vehicles serving high-net-worth and institutional investors. Reporting to the Fund Controller, the position involves recording journal entries, reconciling accounts, managing cash activity, and maintaining capital account balances. Key duties include assisting with quarterly financial reporting to limited partners, producing capital statements using Investran software, and supporting the preparation of GAAP financial statements and tax reports. The role offers a collaborative environment where the associate interacts with portfolio management teams, outside accountants, and investors. This position is ideal for a recent graduate or early-career professional with a degree in accounting or finance who seeks to develop expertise in private fund management and partnership accounting.

This senior accountant role within the City Finance Department involves supervising finance staff while managing complex fiscal operations, including investments, grants, and payroll. Key responsibilities include overseeing the annual budget preparation, conducting internal audits, maintaining general ledgers, and coordinating month-end closing processes. The position offers the opportunity to lead a team, influence city-wide financial strategy, and serve as a liaison with external auditors and government agencies. The role is based in an office environment and provides a chance to work on significant public sector financial projects.