Series 66 Jobs

This entry-level Financial Solutions Advisor role in the North Orange County area serves as a registration candidate position within Bank of America's financial center network. The role focuses on obtaining essential industry licenses, including the SIE, Series 7, and Series 66, while learning to build client relationships and provide comprehensive banking and investment solutions. Key responsibilities include conducting client needs assessments, collaborating with core banking partners, and delivering personalized financial advice to diverse customer groups. The position is appealing due to its structured training program, dedicated coaching from Academy managers, and a clear career progression path from Stage I to Stage II and beyond. The work arrangement requires an in-office presence at a financial center with a schedule including weekdays and rotating Saturdays, fostering a collaborative environment focused on responsible growth and community impact.

This entry-level Financial Solutions Advisor role at Bank of America focuses on developing a career in financial advisory within the Park Slope area. The position begins with a structured training program where candidates earn essential industry licenses, including the SIE, Series 7, and Series 66. Key responsibilities involve building client relationships, analyzing complex financial needs, and providing comprehensive banking and investment solutions to diverse customers. The role appeals to individuals seeking a clear path for professional growth, offering dedicated coaching, world-class onboarding, and opportunities to advance into senior advisory positions. The work arrangement is primarily in-office at a financial center with a standard full-time schedule that includes rotating Saturdays.

This entry-level Financial Solutions Advisor role in Middlesex focuses on developing future banking leaders through a structured training program. The position involves obtaining essential securities licenses, learning to build client relationships, and providing comprehensive financial advice to diverse customers. Key responsibilities include mastering investment solutions, collaborating with banking partners, and managing client portfolios within a financial center environment. The role is appealing due to its world-class onboarding, dedicated coaching, and clear career progression path into advanced advisory positions. While the position requires in-office attendance with rotating Saturday shifts, it offers a supportive culture focused on professional growth and the opportunity to serve a broad client base.

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 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.

The Wealth Management Client Associate role in Los Angeles supports Financial Advisors within Merrill Wealth Management by delivering high-quality client service and operational support. Key responsibilities include serving as the primary point of contact for client inquiries, ensuring accuracy in client materials, and promoting banking solutions to deepen client relationships. The position requires maintaining compliance with bank policies while fostering a client-first mindset in a fast-paced environment. This opportunity appeals to those seeking a culture driven by diversity, resilience, and professional growth within a leading global financial institution. The role is based onsite at the Century City office with a standard full-time schedule.

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.

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.

The Best Execution Analyst I role supports the Best Execution & Controls Team at Edward Jones by ensuring favorable market outcomes for client orders across equity, options, and fixed income products. Key responsibilities include reviewing trading data to assess execution quality against regulatory standards, preparing detailed execution-quality reports, and utilizing analytical tools to identify trends or anomalies. The position appeals to candidates seeking a collaborative environment within a privately-owned Fortune 500 firm that prioritizes client impact and employee well-being. The role offers a hybrid work arrangement with specific on-site requirements in Tempe, AZ, or St. Louis, MO, and provides opportunities for professional growth through regulatory training and process improvement initiatives.

This full-time Relationship Banker role within Wells Fargo's Consumer, Small & Business Banking division focuses on building strong customer relationships and delivering comprehensive financial solutions. The position involves assessing client needs, recommending retail banking products, and guiding customers through account opening and digital banking options. Key responsibilities include collaborating with financial advisors for investment needs, resolving service inquiries, and ensuring strict adherence to regulatory compliance and risk management standards. The role offers a supportive environment recognized as a top workplace for career growth, featuring robust benefits and a culture that emphasizes work-life balance and community impact. While the position is based at the Oregon Avenue branch with a schedule that may include Saturdays, it provides opportunities for professional development through required licensing programs and mentorship.

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 Physical Plant Maintenance role is based at Killens Pond State Park in Delaware, supporting the upkeep of historic buildings, bridges, and waterpark facilities. The position requires a licensed electrician with multi-trade experience to perform complex repairs on electrical, plumbing, HVAC, and structural systems. Key responsibilities include preventative maintenance, operating heavy machinery, managing life safety devices, and supervising maintenance personnel. The role appeals to versatile tradespeople who enjoy working outdoors and maintaining historic infrastructure. The position involves weekend and holiday work, including duties during inclement weather, and requires a valid driver's license.

This full-time Special Education Teacher role is based at the Manhattan Campus of Urban Dove Team Charter School, a sports-based network supporting over-aged, under-credited youth. The position involves co-teaching five daily classes within an inclusive environment while applying the SDI framework to meet diverse student needs. Key responsibilities include managing behavior through restorative practices, developing and maintaining Individualized Education Programs, and collaborating with case management teams to craft personalized learning plans. The role appeals to dynamic educators seeking a student-paced, competency-based curriculum where they can mentor at-risk students toward graduation and career readiness. The school offers a supportive culture that blends academic rigor with sports-based youth development, requiring attendance at a summer orientation and ongoing professional development.

This Vice President role at Blackstone Private Wealth serves as a subject-matter expert for 1031 exchange and tax-deferred real estate solutions. The position supports fundraising and advisor engagement by partnering with investment teams to develop product positioning and manage the full product lifecycle. Key responsibilities include providing technical guidance on tax structures, coordinating due diligence with legal and compliance teams, and creating high-impact market commentary and client updates. The role appeals to professionals seeking to leverage deep private real estate expertise within a global platform managing significant capital. It offers a collaborative environment with opportunities to mentor junior staff and engage with high-net-worth clients across North America, Europe, and Asia, requiring occasional travel for meetings and industry events.

The Director, Pre Award and Sponsored Award Programs role leads centralized research administration functions at Tufts Medical Center, reporting to the VP of Research Administration. Key responsibilities include serving as the Institutional Signature Authority for grants and contracts, negotiating complex agreements with federal and industry partners, and developing policies to ensure compliance with federal regulations. The position also involves supervising staff, streamlining contract execution processes, and providing training to faculty and research administrators. This opportunity appeals to candidates seeking to drive innovation within a world-renowned academic medical center, offering a chance to impact life-saving research while working in a collaborative environment dedicated to advancing healthcare.

The HR Manager role in Knoxville supports US Foods operations by fostering a safety-first culture and enhancing the employee experience. Key responsibilities include leading employee relations investigations, advising management on policy compliance and performance management, and driving strategic HR initiatives to improve retention and engagement. The position requires collaborating with diverse teams across distribution centers and offices while managing recruitment, onboarding, and labor relations. This opportunity appeals to professionals seeking a dynamic environment with significant growth potential, offering a collaborative culture, flexible travel requirements, and comprehensive benefits including health insurance and retirement plans.

This full-time Nurse Practitioner role serves as a GI Motility Specialist within Banner Health's newly formed Digestive Health Service Line in Mesa, Arizona. The position focuses on outpatient care, managing complex digestive conditions such as motility disorders, inflammatory bowel disease, and hepatology follow-ups alongside a multidisciplinary team of physicians and advanced practice providers. Key responsibilities include conducting patient evaluations, developing treatment plans, and participating in clinical research and teaching initiatives through a university affiliation. The opportunity is appealing due to the organization's commitment to integrated, state-of-the-art tertiary care, a supportive culture that prioritizes provider well-being, and comprehensive benefits including malpractice coverage and CME allowances. The role is strictly outpatient with a standard Monday through Friday schedule and includes a fully supported orientation period.

The Segment Marketing Specialist - Natural Gas role is based in Fargo, ND, and serves as the marketing owner for the company's open-market natural gas segment. The position involves developing annual marketing strategies, executing integrated campaigns across digital channels and events, and leading industry tradeshows to drive brand awareness and growth. Key responsibilities include defining success metrics, managing internal training curricula, and collaborating with sales and leadership teams to align marketing efforts with business objectives. The role appeals to candidates seeking a position within a 100% employee-owned company that empowers staff to make decisions and share in the company's success. The environment fosters a culture of ownership, innovation, and open-book management, offering opportunities for professional growth within a large, established electrical distribution network.

The Marine Field Service Engineer role within ABB's Automation, Marine and Ports Division involves executing complex technical assignments for power generation and distribution systems on vessels and offshore facilities. Key responsibilities include installing, modifying, testing, and repairing electrical equipment such as protection relays and circuit breakers, while providing remote on-call support and recommending operational improvements to customers. The position requires frequent global travel to diverse maritime environments including drill ships and cruise vessels. This opportunity appeals to candidates seeking a collaborative culture that empowers initiative and continuous learning, offering a hybrid work model with locations in Miramar, FL or Houston, TX.

This field-based Clinical Specialist role supports Abbott's Vascular division in Maryland and Southern Delaware, focusing on peripheral vascular products and vessel closure technologies. The position involves serving as a technical expert in hospital settings, providing case planning and support within cardiac cath labs and operating rooms. Key responsibilities include educating physicians on product usage, demonstrating innovative medical devices, and building relationships with key hospital decision-makers to drive market share. The role offers the appeal of working for a globally recognized healthcare leader with a strong commitment to employee growth, diversity, and work-life balance. It provides access to extensive career development opportunities, tuition assistance, and comprehensive benefits. The position requires significant travel, approximately 50%, within the assigned region to deliver clinical education and sales support.

This full-time Insurance Services Training Specialist role within the Outpatient Insurance Services department focuses on developing and delivering comprehensive training programs for the Patient Access Center. Key responsibilities include designing onboarding curricula for new hires, mentoring staff through their first 90 days, and conducting audits to evaluate training effectiveness and improve revenue cycle performance. The position requires expertise in scheduling workflows, insurance verification, and third-party authorization processes. The role is appealing for its opportunity to lead without a formal title, directly influence team success and patient safety, and shape the future of training efficiency. The position is based on-site at the Orion Building in Fort Myers with support for hybrid remote team members.

The HR Manager role in Knoxville supports US Foods operations by fostering a safety-first culture and enhancing the employee experience across multiple market locations. Key responsibilities include leading employee relations investigations, advising management on policy interpretation and performance management, and driving strategic HR initiatives to improve engagement and retention. The position requires collaboration with diverse stakeholders to manage recruitment, leave administration, and compliance with employment laws. This opportunity appeals to professionals seeking a dynamic environment with significant growth potential, offering a collaborative culture, professional development resources, and a hybrid work arrangement that balances office-based duties with occasional travel to distribution centers and yards.

The HR Manager role in Knoxville supports US Foods operations by fostering a safety-first culture and enhancing the employee experience. Key responsibilities include leading employee relations investigations, advising management on policy compliance and performance management, and driving strategic HR initiatives to improve engagement and retention. The position requires collaboration with cross-functional leaders and occasional travel to distribution centers. This opportunity appeals to professionals seeking a dynamic environment where they can influence organizational culture, support workforce development, and contribute to business success through data-driven HR strategies.

The HR Manager role in Knoxville supports US Foods by fostering a safety-first culture and enhancing the employee experience across multiple market locations. Key responsibilities include leading employee relations investigations, advising management on policy interpretation and performance management, and driving strategic HR initiatives to improve engagement and retention. The position requires collaboration with diverse teams, oversight of leave administration, and support for recruitment and onboarding processes. This opportunity appeals to professionals seeking a dynamic environment where they can influence organizational culture and business success. The role is primarily onsite within an office setting but involves frequent travel to distribution centers and yards, offering a chance to work directly with associates at all levels while contributing to a mission-driven organization.