288 series 7 jobs at 52 companies in Boston, MA
2w
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National Financial Solutions Advisor I (Series 7 Required)
Riverside or Lincoln
$65k-$85k/yr OnsiteFull Time
1+ YOESeries 7 and Series 66 (or obtain Series 66 within 90 days), 1+ year experience, sales comfort, strong communication, ability to manage complexity and prioritize in a fast-paced contact center.
2w
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National Financial Solutions Advisor I (Series 7 Required)
Riverside or Lincoln
$65k-$85k/yr OnsiteFull Time
0+ YOESeries 7 required, Series 66 required or obtain within 90 days; comfortable in sales, strong communication, ability to manage complexity, prioritize, and multitask in a fast-paced contact center.
3mo
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Internal Advisor Consultant
Boston, Massachusetts, United States
$60k/yr HybridFull Time
1+ YOEBachelor’s degree; 1+ years in sales or financial services; licensing: Series 7 (or SIE + Series 7 Top-Off) and Series 66 (or Series 63 & 65) or ability to obtain.
1mo
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Portfolio Management Associate
Boston, Massachusetts, United States
$93k-$110k/yr OnsiteFull Time
10+ YOE10+ years relevant experience; advanced degree or professional certification; active Series 7 and Series 66 or Series 63 and Series 65; strong communication, compliance knowledge, and proficiency with applicable software.
1w
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Investment Management Consultant II - Merrimack
Merrimack, New Hampshire, United States
OnsiteFull Time
7+ YOERequires Series 7 and 66 licenses or ability to acquire Series 66, state registrations, 7+ years of financial relationship management, and a bachelor's degree or equivalent. CFP preferred.
Portfolio Advisory Services (PAS)
1mo
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Business Service Officer
Boston, Massachusetts, United States
$120k-$170k/yr OnsiteFull Time
Bachelor's degree or equivalent; previous industry experience; active Series 7 and Series 9 & 10, and Series 66 (or Series 63 + 65); supervisory experience preferred; strong communication, leadership, and compliance knowledge.
1mo
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Wealth Planning Associate
Boston, Massachusetts, United States
OnsiteFull Time
Bachelor's degree in business/finance/economics/financial planning required; Series 7 and Series 66 (or Series 7 + 63/65) required or willingness to obtain; CFP preferred or commitment to obtain; proficiency in MoneyGuidePro and Microsoft Office; travel 25–50%.
MoneyGuidePro, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1w
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Business Development Consultant
Boston, Massachusetts, United States
$49k-$82k/yr HybridFull Time
Requires Series 7 and Series 66, or Series 63 and Series 65, a bachelor's degree or equivalent experience, CRM and Microsoft Office proficiency, communication skills, and the ability to meet high-volume outbound calling targets.
CRM, Microsoft Office
6d
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Financial Advisor (Multiple Levels) - Methuen, Massachusetts
Methuen, Massachusetts, United States
$72k-$108k/yr OnsiteFull Time
2+ YOEBachelor's degree preferred; 2+ years advising, planning, and investment sales experience; consultative sales experience; SIE, Series 7, Series 63, L&H, and Series 66 or equivalent required.
Customer Identification Program (CIP), Anti-Money Laundering (AML), Microsoft Excel
1w
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VP, Financial Consultant - Framingham, MA
Framingham, Massachusetts, United States
$75k-$95k/yr OnsiteFull Time
Requires or expects FINRA Series 7, FINRA Series 66 or Series 63/65, and Life and Health Insurance credentials during tenure. CFP certification is a plus; client development and financial planning skills required.
Wealth Management University
3mo
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Financial Planning Consultant - Merrimack, NH
Merrimack, New Hampshire, United States
OnsiteFull Time
5+ YOE5+ years financial services experience; FINRA Series 7; Series 63/65 or 66; Insurance license within 90 days; CFP preferred.
2d
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Portfolio Manager
Springfield or Boston
$148k-$195k/yr HybridFull Time
5+ YOEBachelor's degree, 5+ years in investment management or research, 3+ years in due diligence and quantitative analysis, cross-functional experience, and FINRA Series 7 and Series 66.
Morningstar Direct, FactSet, Bloomberg, Envestnet
3w
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Financial Advisor
Woburn, Massachusetts, United States
$45k-$100k/yr OnsiteFull Time
Financial services or sales experience, or relevant registration, certification, professional, military, or equivalent industry experience. SIE, Series 7, Series 66, and state insurance licenses required.
Social media
1mo
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EY-Parthenon - Investment Banking - Healthcare - Payor Services - Managing Director (New York, NY, US, 10001-8604)
New York or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or McLean or San Francisco or Cincinnati or Cleveland or Minneapolis or Nashville or Charlotte
$265k-$325k/yr HybridFull Time
7+ YOEBachelor's degree plus 8 years related experience (or graduate degree plus 7 years), extensive investment banking M&A origination and execution experience, Series 7/79 and Series 63 securities licenses, team leadership, travel flexibility.
Microsoft Copilot
1w
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Asset & Wealth Management, Wealth Management Professional, Senior Analyst - Boston
Boston, Massachusetts, United States
$60k-$115k/yr OnsiteFull Time
2+ YOEBachelor's degree required; 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63 within three months of employment.
2mo
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Financial representative
Providence, Rhode Island, United States
FieldFull Time
Obtain/hold life insurance license and FINRA registrations (SIE, Series 6/7, Series 63); pass background and regulatory checks; demonstrated integrity, leadership, and community involvement.
2mo
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Voya
Braintree or Needham
OnsiteFull Time
Registered representative with defined contribution plan experience; Series 6 and Series 63 (7 & 66 preferred); Life & Health insurance; ability to prospect, educate participants, and conduct seminars.
1w
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Wealth Management Advisor (Cambridge, MA)
Cambridge, Massachusetts, United States
$100k-$110k/yr HybridFull Time
5+ YOERequires 5+ years managing a book of business with affluent clients, investment and financial planning expertise, Series 7 and 63, Series 65 or 66, and Life and Health Insurance License.
AI
1mo
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Internal Sales Associate
St. Petersburg or Stamford or Boston
$55k-$65k/yr OnsiteFull Time
BA/BS required; obtain SIE, Series 7 and Series 63 within 90-180 days; proficiency with MS Office Suite; strong communication, time management, and sales aptitude.
MS Office Suite
2w
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2026-2027 Undergraduates, Planning & Advice Associate
Westlake or Greenwood Village or Covington or Jacksonville or Salt Lake City or Durham or Merrimack or Smithfield
$48k-$50k/yr HybridFull Time
Strong client relationship, consultative, communication, technology, and time-management skills; inbound/outbound customer engagement experience; ability to complete SIE, Series 7, and Series 66 upon hire.
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