4w
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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.
1mo
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Financial Advisor - Norwood, Massachusetts
Norwood, Massachusetts, United States
$79k-$118k/yr OnsiteFull Time
2+ YOE2+ years advising, planning and investment sales; SIE, Series 7, Series 63 required; Series 66 or equivalent preferred; strong communication and organizational skills.
SIE, Series 7, Series 63, Series 66, FINRA regulations
2mo
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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
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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
3mo
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Retirement Plan Specialist
Providence, Rhode Island, United States
$65k-$85k/yr HybridFull Time
0+ YOE0-2 years B2B sales with territory management; strong communication; FINRA 6, 63, and SIE or to be obtained within 180 days; valid driver’s license.
1mo
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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.
2mo
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Experienced Investment Banking Analyst, Diversified Industrials
Boston, Massachusetts, United States
$95k-$115k/yr OnsiteFull Time
2+ YOE1-3 years of investment banking or related experience; bachelor’s degree with a 3.5 GPA; strong financial knowledge; licenses (SIE, Series 79, 63) preferred.
Excel, PowerPoint, Word
3mo
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IB Associate - Consumer
Boston, Massachusetts, United States
$175k-$225k/yr OnsiteFull Time
3+ YOEBachelor’s in Finance; 3+ years investment banking; FINRA SIE, 63, 79 within 1 year; proficient Excel/PowerPoint; strong communication and project management.
Microsoft Excel, PowerPoint
1w
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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.
2w
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Financial Advisor
Rockland, Massachusetts, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, legal authorization to work in the US, licensing for life/accident & health and securities (SIE, Series 6,7,63); entrepreneurial experience, relationship-building, and strong communication skills.
1d
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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
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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.
1mo
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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
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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
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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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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
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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
3mo
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Marketing Compliance Senior Analyst
Boston or Needham
$90k-$180k/yr HybridFull Time
Wellington Management: Manages investment portfolios and provides financial research for institutions.
5+ YOE5+ years in investment adviser or fund compliance; Series 7 and Series 24; FINRA/SIE; 40 Act fund experience; Bachelor’s in finance/business/economics/marketing; strong regulatory knowledge.
FINRA, Data Analysis Tools, Regulatory Compliance Software
3mo
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Marketing Compliance Senior Analyst
Boston or Needham
$90k-$180k/yr HybridFull Time
5+ YOE5+ years in investment adviser or funds compliance; BA in finance/economics; experience reviewing 40-act funds; FINRA SIE, Series 7, Series 24; strong written and verbal communication.
1mo
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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
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