252 series 7 jobs at 60 companies in Massachusetts
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.
1mo
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Client Service Associate
Westborough, Massachusetts, United States
$31k-$90k/yr OnsiteFull Time
High school diploma required (college preferred). Detail-oriented with advanced Microsoft Office skills. Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65. Industry experience is a plus.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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
15h
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Registered Wealth Management Client Associate
Boston or Boston or Boston or Boston or Boston or Boston or Boston or Boston
$25-$45/hr OnsiteFull Time
Requires FINRA SIE, Series 7, and Series 66 licenses, or Series 63 and 65; advanced investment product knowledge, client-service skills, adaptability, strong work ethic, and technology proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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
1d
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Registered Wealth Management Client Associate
Boston, Massachusetts, United States
$25-$45/hr OnsiteFull Time
Requires FINRA SIE, Series 7, and Series 66 licenses, advanced investment product knowledge, strong client service, communication, judgment, and computer application skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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External Wholesaler –Northeast
Massachusetts or Connecticut or Rhode Island or Maine or New Hampshire or Vermont
$100k/yr FieldFull Time
2+ YOEMust have SIE and Series 7 and either Series 63 & 65 or Series 66; 2+ years external wholesaler experience (or 3 years top internal wholesaler); bachelor’s degree or equivalent; strong sales and presentation skills.
CRM
2d
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Associate, Financial Advisor, Falmouth, MA
Falmouth, Massachusetts, United States
$62k-$105k/yr OnsiteFull Time
1+ YOEBachelor's degree in a relevant field required; master's preferred. Requires 5+ years of sales achievement, 1+ year providing investment advice, FINRA Series 7 and Series 66 or Series 63 and 65, and state insurance licenses.
Microsoft Office
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
6d
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Part-time Registered Client Service Associate - Springfield, MA
Springfield, Massachusetts, United States
$10k-$55k/yr OnsitePart Time
1+ YOEHigh school diploma or equivalent and 1+ year of securities industry or related experience preferred; requires SIE and Series 7, with Series 63, 65, or 66 as required by state.
Microsoft Excel, Client Relationship Management (CRM) software
1mo
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Director, Fixed Income Electronic Trading Product
Boston or New York City
$100k-$185k/yr OnsiteFull Time
Experience with electronic trading and fixed income markets, product leadership, quantitative finance aptitude, strong communication and program management; Series 7 and Series 63 certifications required.
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
4w
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Financial Planner
Athol, Massachusetts, United States
$60k-$150k/yr OnsiteFull Time
5+ YOEBachelor's degree,5+ years financial services experience,FINRA Series 7 and Series 66 (or Series 65+63),life insurance license,ability to present,travel to assigned markets,and comply with BSA/AML and broker-dealer rules.
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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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.
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