East Providence • 50 milesRemote · Hybrid · Onsite · Field · All Environments
East Providence • 50 milesRemote · Hybrid · Onsite · Field · All Environments
East Providence • 50 milesRemote · Hybrid · Onsite · Field · All Environments
East Providence • 50 milesRemote · Hybrid · Onsite · Field · All Environments
103 sie jobs at 27 companies in East Providence, RI
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Fidelity’s Licensing Accelerator Program (SIE®) - Smithfield, RI
Smithfield, Rhode Island, United States
RemoteOther
Program participants prepare for and take the SIE exam, explore financial services careers, and may apply for a full-time Customer Relationship Advocate role after completion.
study software
1mo
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Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Riverside or Lincoln
$27-$29/hr OnsiteFull Time
1+ YOEClient-focused, 1+ year performance-based experience preferred, ability to pass SIE/Series 7/66, strong communication, sales aptitude, and computer skills.
1mo
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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.
3mo
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Financial Advisor - Framingham, Massachusetts
Framingham, Massachusetts, United States
$72k-$108k/yr OnsiteFull Time
2+ YOE2+ years advising or planning with investment sales; licenses (SIE, Series 7, Series 63; Series 66 or equivalent or ability to obtain); ability to travel within assigned market; strong communication and sales skills.
SIE, Series 7, Series 63, Series 66, CRM, MS Office
3mo
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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
1mo
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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.
3mo
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Financial Advisor
Wellesley, Massachusetts, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; strong communication, time-management, and entrepreneurial drive.
2mo
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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.
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
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.
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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
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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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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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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
3w
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Financial Service Professional
Waltham, Massachusetts, United States
$26-$42/hr HybridFull Time
1+ YOEBachelor's degree or equivalent,1+ year client-facing/service experience,strong communication,problem-solving,attention to detail,multi-system proficiency,and customer-focus; SIE preferred.
6d
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Senior Director, 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
$158k-$371k/yr HybridFull Time
10+ YOE5+ MgmtBachelor’s degree or equivalent, 10+ years in securities or financial services, 5+ years supervising, regulatory surveillance expertise, project management, data analytics, communication, and SIE or equivalent certification.
Microsoft Power BI, Dataiku, CAT, Securities Exchange Act of 1934
6d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles
Los Angeles or Atlanta or Boston or Chicago or Dallas or Houston or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–3 years of preferred client service or financial industry experience, strong communication and organizational skills, and SIE, Series 7, and 63 within three months.
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.
Salesforce
3w
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Relationship Banker- Metro Central, MA
Newton, Massachusetts, United States
$25-$33/hr OnsiteFull Time
1+ YOE1+ year retail banking or sales experience; high school diploma/GED; obtain SIE, Series 6/63 and life licenses and NMLS registration; strong communication and client service skills.
Chase Mobile App, Chase.com, ATMs, NMLS