27 financial advisor in training jobs found

New York Life Insurance Company Location Designation: Fully Onsite Role Overview: As a key member of New York Life's Agency distribution system, you will assist the Managing Partner in maintaining and executing critical supervisory systems within the General Office. This role involves direct oversight of agents, Registered Representatives, and Investment Advisor Representatives through regular inspections, compliance training, and supervision programs. You will also serve as a primary compliance resource, ensuring adherence to regulatory requirements and helping to uphold the firm's high standards. Ideal candidates bring a solid foundation of industry knowledge, relevant licenses, and a proactive, detail-oriented approach to promoting operational excellence and regulatory integrity. What You'll Do: Assists the Managing Partner with Agent, Registered Rep and IAR Supervision and executing the Supervisory Systems within the General Office...

Apex Systems, Inc. Job#: 3027082 Job Description: Cloud Solution Architect - Dynamics 365 Finance & Operations / Supply Chain Location: Remote (U.S.) Experience Level: Senior (10-15 years) Focus: Dynamics 365 F&O * Supply Chain * Dynamics AX 2012 Role Type: Functional Architecture / Customer Advisory About the Role We are hiring a seasoned Cloud Solution Architect (CSA) with deep expertise in Dynamics 365 Finance & Operations and Dynamics AX 2012 . This is a highly functional, customerfacing role where you will guide enterprise organizations through solution design, deployment, optimization, and successful adoption of Dynamics 365 ERP. Key Responsibilities Act as the Voice of the Customer , providing insights, feedback, and solution direction to stakeholders. Serve as a trusted advisor by identifying business challenges and translating them into scalable, outcomedriven Dynamics 365 solutions. Build strong relationships with...

Shell USA, Inc. Texas, United States of America Job Family Group: Health, Safety, Security, and Environment Worker Type: Regular Posting Start Date: March 18, 2026 Business Unit: Trading and Supply Experience Level: Experienced Professionals Job Description: What is the role? Shell Trading & Supply Distribution Operations (TSDOps) manages one of the world's largest energy distribution networks-moving more than 6 million barrels per day of product to support Shell customers across Mobility, Aviation, Commercial Road Transport, LNG, and lowcarbon energy sectors. As we advance Shell's Powering Progress strategy and our ambition to reach Net Zero Emissions, we are committed to operating safely, responsibly, and sustainably. The Environmental Advisor plays a critical role in supporting this mission by ensuring our terminals maintain full regulatory compliance while driving continuous improvement and preparing our operations for future regulatory and...

AIT - Arctic Information Technology, Inc Overview: JOB SUMMARY: The Senior Solution Consultant, Microsoft Dynamics 365 Finance and Supply Chain Management (F&SCM), leads functional workstreams from discoverythrough golive andpost golive support. This role translates business needs into fit for purpose configuration, functional design, documentation, testing, and training that align to the approved solution design. The Senior Solution Consultant serves as a trusted advisor to client stakeholders within assigned functional areas, partners closely with the Solution Architect, Program Manager, and technical team members, and mentors Solution Consultants through successful delivery. The role is expected to deliver exceptional client service, take ownership of outcomes, and escalatecross-workstreamdesign decisions with clear options and recommendations. Responsibilities: ESSENTIAL FUNCTIONS: Functional Workstream Ownership Leadrequirementsworkshops, process...

AIT - Arctic Information Technology, Inc Overview: JOB SUMMARY: The Senior Solution Consultant, Microsoft Dynamics 365 Finance and Supply Chain Management (F&SCM), leads functional workstreams from discoverythrough golive andpost golive support. This role translates business needs into fit for purpose configuration, functional design, documentation, testing, and training that align to the approved solution design. The Senior Solution Consultant serves as a trusted advisor to client stakeholders within assigned functional areas, partners closely with the Solution Architect, Program Manager, and technical team members, and mentors Solution Consultants through successful delivery. The role is expected to deliver exceptional client service, take ownership of outcomes, and escalatecross-workstreamdesign decisions with clear options and recommendations. Responsibilities: ESSENTIAL FUNCTIONS: Functional Workstream Ownership Leadrequirementsworkshops, process...

Five9 Join us in bringing joy to customer experience. Five9 is a leading provider of cloud contact center software, bringing the power of cloud innovation to customers worldwide. Living our values everyday results in our team-first culture and enables us to innovate, grow, and thrive while enjoying the journey together. We celebrate diversity and foster an inclusive environment, empowering our employees to be their authentic selves. Five9 is seeking a highly strategic Director, Employment and Litigation Counsel to partner with the People team as lead advisor on global employment and risk-related matters, as well as manage Five9's litigation and disputes and identify, assess and mitigate potential risks. Reporting directly to Five9's SVP, Legal, this role combines corporate strategy, corporate development, PMO leadership, and Chief of Staff responsibilities. The ideal candidate will be responsible for providing expert legal advice and representation in various global...

Creative Circle Associate Director, Digital Product Manager - Insurance (Optional Products) Position Overview Our client is a well-established consumer financial services company undergoing a significant digital transformation. They are expanding their Digital Product organization to build connected, customer-centric experiences across lending, credit, insurance, and financial wellness. The Associate Director, Digital Product Manager is a senior individual contributor role within the Digital Product Team, responsible for defining and driving the digital strategy for the organization's optional insurance products. This role does not manage a team and does not have a dedicated scrum team; instead, it requires a highly experienced product leader who can work across domains and teams, scope new initiatives, and influence delivery through strong product thinking and stakeholder alignment. This role owns the end-to-end digital insurance experience across web and mobile, with a...

Shell USA, Inc. Texas, United States of America Job Family Group: Trading Jobs Worker Type: Regular Posting Start Date: March 23, 2026 Business Unit: Trading and Supply Experience Level: Experienced Professionals Job Description: What's the role The Senior Products Derivatives Trader will be responsible for trading derivatives in US and global energy markets and in coordination with global market activity generated by Shell Trading's worldwide network. This is a fast-moving, dynamic and successful trading team that supports the Group's short-term requirements and longer-term strategy. You will be part of the Trading & Supply Products organization which is at the heart of Shell's Downstream business. T&S Products exists as the integrator with the rest of Shell to enable stronger E2E value delivery. We do so through managing and optimizing the physical supply chain, as well as creating value through proprietary trading. Reporting to the Team...

Fidelity Investments Job Description: Regional Brokerage Consultants acquire, develop and retain relationships through market expertise and Fidelity's Brokerage offering The Expertise We're Looking For 10+ years of financial industry experience Extensive sales experience in the financial service industry Extensive knowledge of fixed income, equity and option markets, including market mechanics Experience in using technical analysis for trading strategy development and position management Series 7 & 63 Ability to travel up to 75% of the time The Purpose of Your Role Regional Brokerage Consultants regularly conduct sales interactions with clients/prospects to drive acquisition, retention and relationship development through Fidelity's Brokerage offering, all while ensuring a quality interaction for the client. Additionally, they educate and train Fidelity sales associates via 1:1 coaching, team meetings, small group trainings, virtual sessions,...

Fidelity Investments Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you'll support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding...

Fidelity Investments Job Description: Note: Fidelity is not providing immigration sponsorship for this position. The Role Anti Money Laundering (AML) Investigators are responsible for providing sophisticated financial analysis, investigating incidents of possible money laundering; terrorist financing; insider trading; securities fraud; market manipulation; suspected theft or embezzlement and customer fraud. Key responsibilities include: Investigating and identifying incidents of possible suspicious activity. Protecting Fidelity and its customers. Ensuring Fidelity is fulfilling its regulatory requirements with regards to AML. Supporting Financial Crimes Program Office efforts in order to maintain an effective AML Program. The Team AML Investigations is part of Financial Crimes Investigations (FCI) within the Compliance team. FCI strives to protect Fidelity's businesses, clients, customers and reputation by providing effective and timely analytical and...

Fidelity Investments Job Description: Job Description The Role Equity Trading is seeking a Full Stack Software Engineer to support our work on an extensive range of products. We are looking for top engineering talent as we craft, build and advance our software solutions. The role involves working in an agile team, in a highly collaborative and engaging environment and be adaptable to shifting priorities. Your role as a Senior Software Engineer on the Equity Trading team is to produce high-quality, testable, and reliably deployed code for sophisticated products and components. We want you to be motivated by having the autonomy to build and craft extraordinary solutions among a robust engineering team that will support your growth and development. The Expertise and Skills 7+ years' experience as a successful full stack software engineer, delivering software using agile development practices. Object Oriented development experience with Java. Exposure to coding in more...

Fidelity Investments Job Description: Associate Investigator The Role As an Associate Investigator on the Background Investigations team, you will be working in a collaborative, fast-paced environment to provide comprehensive global background vetting of new hires and in-service background reviews for Fidelity. You will receive comprehensive training in interviewing, briefing, and other investigative techniques from the Internal Investigations team and potentially investigate other sensitive matters for the firm. * Provide outstanding investigative expertise * Enhance risk mitigation efforts by conducting comprehensive and effective reviews * Exhibit operational excellence * Partner closely with key stakeholders across the firm The location for this role is RI, NH, NJ, TX, FL, CO, UT, or KY. The Expertise and Skills You Bring * 3-5 years of law enforcement, investigations, security, risk, or similar experience * Demonstrated expertise in investigative analysis and...

United Rentals Great company. Great people. Great opportunities. If you'd like the chance to make your mark with the world's largest equipment rental provider, come build your future with United Rentals! With supervision, the Fleet Technician I is responsible for the maintenance and repair of all Mobile Storage rental fleet equipment, including containers, ground level offices, office trailers, and/or modular buildings. It is the responsibility of the Fleet Technician I to perform all cleaning and maintenance tasks in a safe manner in accordance with company standards. The Fleet Technician I must also be capable of effectively performing all duties of an Equipment Associate. What you'll do: Demonstrate a thorough knowledge of Mobile Storage quality standards: Ability to perform basic maintenance and repairs, including but not limited to, remove and repair flooring, tiles, roofs, walls, frames, doors, leaks, caulking, windows, screens, painting,...

New York Life Insurance Company Location Designation: Hybrid - 3 days per week Role Overview: The Nautilus Group supports more than 200 of New York Life's top producers. This role serves as a senior technical leader and strategic partner to member agents, delivering advanced estate and business planning guidance for high-net-worth and ultra-high-net-worth clients. The ideal candidate brings 8-10 years of advanced market experience and operates as a self-directed leader requiring minimal oversight. Success in this role is defined by the ability to build trusted relationships with agents, deliver exceptional client-facing support, leverage AI and technology to enhance planning outcomes, and consistently provide high-impact case design. What You'll Do: Member Agent Support Serve as a strategic partner and primary advanced planning resource for member agents. Develop and deepen relationships with member agents, with responsiveness and service excellence as...

Fidelity Investments Job Description: Note: This role does not offer Sponsorship The Role Dened Contribution, Non-Qualified and HSA knowledge and experience required. As the main operational contact for benefits administrators, you collaborate with your service team and internal partners to deliver on contractual commitments to some of our largest 401K clients. The role partners with Managing Directors and Product Management to implement new products, services, and features to consistently evolve Fidelity's offering. You will work closely will specialized operational groups to implement plan provisions, problem solve issues and deliver outstanding service. Responsibility for daily review of plan administration quality for Defined Contribution, HSA and Non-Qualified plans. Managing plan administration to perform to standards and performance guarantees. Demonstrating an understanding of the objectives and initiatives related to client projects and...

Shell USA, Inc. Texas, United States of America Job Family Group: Information Technology (IT) Worker Type: Regular Posting Start Date: March 18, 2026 Business Unit: Projects and Technology Experience Level: Experienced Professionals Job Description: What's the role Shell is advancing its Powering Progress strategy on the journey to net-zero emissions. Achieving this ambition requires uniting Shell's strategic and technical expertise across data, strategy, architecture, and innovation. This integration is essential to drive the transformative shifts needed in IT. As part of this journey, we are seeking a skilled and seasoned Solution Architect to enhance automation and fully harness data and innovation. What you'll be doing We're currently looking for a seasoned Solution Architect to play a pivotal role in Shell's Trading & Supply global transformation, specifically the implementation of our Energy Trade & Risk Management (ETRM) solution on...

Fidelity Investments Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role Fidelity Charitable is looking for a Director of Marketing Technology Engineering to lead the team responsible for building and operating the platforms that enable our connections with donors, financial advisors, and nonprofit organizations. This is an opportunity to share the capabilities of Marketing Technology to advance the mission of an organization that supports nonprofits with billions of dollars in donor-recommended grants annually. You will lead software engineers and marketing platform specialists while staying hands-on across platform development, integrations, and implementations within our marketing technology ecosystem. This includes Salesforce Marketing Cloud, Segment CDP, and Adobe Experience Manager, with a focus on audience segmentation, personalized digital experiences, and reliable communications at scale. You will develop and...

Fidelity Investments Job Description: Digital Asset Manager Financial Crimes Analytics Note: Fidelity is not providing immigration sponsorship for this position The Role Are you prepared to lead and innovate in the world of digital assets? As the Digital Asset Manager Financial Crimes Analyst at Fidelity Investments, you will steer our ambitious digital asset initiatives, ensuring flawless execution and compliance. You will have a meaningful role in aligning technical and business teams to deliver world-class crypto capabilities at scale. Join us and be part of a team that is crafting the future! The Knowledge and Skills You Bring Your demonstrated expertise and abilities are crucial to our success. The ideal candidate will have: A Bachelor's degree or equivalent relevant experience Over 6 years of experience in digital assets, financial services, compliance operations, fintech, or product/program management A solid grasp of digital asset products, blockchain...

Fidelity Investments Job Description: Note: This role does not offer Sponsorship The Role Dened Contribution, Non-Qualified and HSA knowledge and experience required. As the main operational contact for benefits administrators, you collaborate with your service team and internal partners to deliver on contractual commitments to some of our largest 401K clients. The role partners with Managing Directors and Product Management to implement new products, services, and features to consistently evolve Fidelity's offering. You will work closely will specialized operational groups to implement plan provisions, problem solve issues and deliver outstanding service. Responsibility for daily review of plan administration quality for Defined Contribution, HSA and Non-Qualified plans. Managing plan administration to perform to standards and performance guarantees. Demonstrating an understanding of the objectives and initiatives related to client projects and...