45 Series 7, 63, and 66 jobs

Arizona, United States (Remote)

Job Description: We have an exciting opportunity for a Remote Licensed Director, Retirement Planner in the Greater Metro-Phoenix area!

Newton, Massachusetts, US (On-site)

Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group.

Baton Rouge, Louisiana, US (On-site)

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering…

Mount Sinai, New York, US (On-site)

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering…

Parsippany, New Jersey, US (On-site)

$60–120K / year

Associate Financial Advisor Position Overview This role bridges the gap between starting out and running a mature wealth management practice.

Dallas, Texas, US (On-site)

Job Description What is the opportunity?

Tucson, Arizona, US (On-site)

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering…

Milwaukee, Wisconsin, US (On-site)

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering…

Portland, Oregon, US (On-site)

$45–70K / year

Job Description What is the opportunity?

Allentown, Pennsylvania, US (On-site)

$60–120K / year

Associate Financial Advisor Position Overview This role bridges the gap between starting out and running a mature wealth management practice.

California, US (Hybrid)

$96–210K / year

Fidelity will not provide immigration sponsorship for this position.

Lancaster, Pennsylvania, US (On-site)

Job Description What is the opportunity?

Fountain Valley, California, US (Hybrid)

$58.2–103.8K / year

The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of…

West Conshohocken, Conshohocken, Pennsylvania, US (On-site)

POSITION SUMMARY PWM Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.

Syracuse, New York, US (On-site)

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering…

Oregon, United States + 1 more (Remote)

$66–125K / year

Fidelity will not provide immigration sponsorship for this position.

Seattle, Washington, US (On-site)

$96–210K / year

Fidelity will not provide immigration sponsorship for this position.

Homewood, Birmingham, Alabama, US (On-site)

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth…

Mystic, Connecticut, US (On-site)

$60–75K / year

About Us Harbor Wealth Planning is a multigenerational private wealth management team within Janney Montgomery Scott LLC, entrusted with guiding more…

United States (Remote)

$60–120K / year

Associate Financial Advisor Position Overview This role bridges the gap between starting out and running a mature wealth management practice.