1mo
Save
Mark Applied
Hide
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Riverside or Lincoln
$27-$29/hr OnsiteFull Time
1+ YOEProvide phone-based client service, refer sales opportunities, prepared to pass SIE, Series 7 and Series 66 exams; high school diploma/GED required; strong computer and communication skills.
2mo
Save
Mark Applied
Hide
Citi Commercial Bank - Mid-Corp Relationship Manager, Healthcare - Director
Boston, Massachusetts, United States
$200k-$300k/yr HybridFull Time
15+ YOE15+ years in Commercial Banking; FINRA Series 79, 63, SIE; knowledge of banking products; strong credit and client-management skills.
2mo
Save
Mark Applied
Hide
Private Client Relationship Manager
Boston, Massachusetts, United States
$83k-$104k/yr OnsiteFull Time
3+ YOEBachelor’s degree preferred; 3-5 years banking/wealth management; experience with affluent clients; required licenses: SIE, Series 6, Series 63.
Salesforce, CRM
2mo
Save
Mark Applied
Hide
Private Client Banker - South End, MA
Boston, Massachusetts, United States
$25-$33/yr OnsiteFull Time
1+ YOE1+ year branch banking experience; SIE/FINRA 6/7 and state registrations; high school diploma; strong communication; ability to work weekends/evenings.
2w
Save
Mark Applied
Hide
Customer Relationship Advocate Career Development Experience- Smithfield, RI
Smithfield, Rhode Island, United States
OnsiteFull Time
Early-career role requiring completion of FINRA SIE, Series 7 and 63 licensing, strong customer service, problem-solving, and ability to navigate multiple systems.
1mo
Save
Mark Applied
Hide
Financial representative
Newport County, Rhode Island, United States
OnsiteFull Time
Ability to obtain or hold life insurance license, SIE, Series 6/7/63 registrations, pass background and regulatory checks, and demonstrate integrity, leadership, and community focus.
4d
Save
Mark Applied
Hide
Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia
Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years client service or financial industry experience preferred, SIE/Series 7 and 63 required, strong communication, organizational and client-service skills.
1mo
Save
Mark Applied
Hide
Team Administrator
Wellesley, Massachusetts, United States
$60k-$90k/yr OnsiteFull Time
5+ YOEFully licensed (SIE, Series 7, Series 66 or Series 63 and Series 65) with at least 5 years' experience; client service, team leadership, recruitment and administration skills.
1mo
Save
Mark Applied
Hide
Equity Research Associate – Biotechnology
Boston, Massachusetts, United States
$75k-$125k/yr OnsiteFull Time
1+ YOEPh.D. or master’s in cancer biology/oncology, 1+ years equity research or investment banking experience, SIE/Series 86 & 87 (or willingness to obtain), strong quantitative and communication skills.
Microsoft Excel
2mo
Save
Mark Applied
Hide
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.
2mo
Save
Mark Applied
Hide
Internal Wholesaler
Springfield or Boston
$60k-$65k/yr HybridFull Time
1+ YOEBachelor’s degree or HS diploma +4 years in financial services; 1+ year life insurance sales; FINRA SIE, Series 6 & 63; State Life & Health license.
Salesforce, Microsoft Office
2mo
Save
Mark Applied
Hide
Product Specialist, Officer
Burlington, Massachusetts, United States
$70k-$119k/yr OnsiteFull Time
2+ YOEProvide technical application support for CRD Wealth Management; 2+ years fintech/trading support; SQL knowledge; Bachelor's in technical field; SIE/CFA/FRM certifications desirable.
SQL
2w
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
Equity Research Associate - Enterprise Software
Boston or New York City
$115k-$200k/yr OnsiteFull Time
2+ YOEUndergraduate degree, 2+ years related experience, FINRA SIE/Series 63/86/87 (or willing to obtain), CFA preferred, strong financial modeling and research skills, excellent communication.
1mo
Save
Mark Applied
Hide
Advisor Relations
Weymouth or New York City or New Jersey or United States
$85k-$145k/yr RemoteFull Time
Bachelor's degree or equivalent; FINRA SIE, Series 7, Series 66 required; proven sales background with established advisor relationships; strong Excel/Word skills; willingness to travel 25–50%.
HubSpot, Microsoft Word, Microsoft Excel
1w
Save
Mark Applied
Hide
Associate Principal Analyst, Surveillance and Market Intelligence
Rockville or Jericho or Denver or Dallas or Chicago or Boston or Boca Raton or Tysons or Jersey City or Woodbridge or Washington or San Francisco or Philadelphia or New York or Los Angeles
$84k-$180k/yr HybridFull Time
4+ YOEBachelor's degree plus 4+ years in securities/financial services or equivalent; working knowledge of SRO rules and securities laws; SIE certification required within 16 months; surveillance lifecycle experience.
3w
Save
Mark Applied
Hide
College Financial Representative, Internship Program
Rockland, Massachusetts, United States
$500-$1k/yr OnsiteIntern
Full-time college student (juniors/seniors preferred), entrepreneurial, strong time-management and communication, interest in financial planning; support provided for licensing (SIE, Series 6/63, life/health) and training.
2w
Save
Mark Applied
Hide
Financial Advisor - Worcester, MA - Market 13, Region 329
Worcester, Massachusetts, United States
$45k-$100k/yr OnsiteFull Time
Must pursue licensing (SIE, Series 7, Series 66) and state insurance licenses; bachelor's degree strongly preferred or equivalent experience; sales/financial services experience or professional/military progression valued.
2d
Save
Mark Applied
Hide
Vice President, Relationship Manager
Boston, Massachusetts, United States
$173k-$259k/yr HybridFull Time
Responsible for acquiring, retaining and growing middle/large corporate clients; commercial lending, credit assessment, capital markets knowledge; strong communication and relationship skills; SIE and FINRA Series 63 and 79 required.
2w
Save
Mark Applied
Hide
Planning and Advice Associate - Smithfield, RI
Smithfield, Rhode Island, United States
HybridFull Time
Provide consultative inbound/outbound guidance to workplace and personal investment clients; obtain SIE, Series 7 and Series 66 (paid support); strong communication and relationship skills; experience with warm leads preferred.
Salesforce
Explore Jobs
Expand Your Job Search
Top Cities Near Cranston for Sie
- Sie jobs in Boston, MA
- Sie jobs in Worcester, MA
- Sie jobs in Providence, RI
- Sie jobs in Cambridge, MA
- Sie jobs in New Bedford, MA
- Sie jobs in Brockton, MA
- Sie jobs in Fall River, MA
- Sie jobs in Quincy, MA
- Sie jobs in Newton, MA
- Sie jobs in Warwick, RI
- Sie jobs in Somerville, MA
- Sie jobs in Pawtucket, RI
- Sie jobs in Framingham, MA
- Sie jobs in Waltham, MA
- Sie jobs in Malden, MA
- Sie jobs in Brookline, MA
- Sie jobs in Medford, MA
- Sie jobs in Taunton, MA
- Sie jobs in Revere, MA
- Sie jobs in East Providence, RI