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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Merrill Performance Coach
New York or New York or Peachtree City or Boston or Deer Park or Alpharetta or Carmel or Mount Laurel or Paramus or Pennington or Toms River or Dallas or Cincinnati or Charlotte or Century City or Saint Helena or White Plains
$140k-$207k/yr HybridFull Time
10+ YOE10+ years coaching/consulting in wealth management; senior leader coaching; travel 40%; SIE and Series 7 or ability to obtain.
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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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
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
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.
2w
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Financial Advisor
Manchester, New Hampshire, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, licenses required (Life/Accident & Health, SIE, Series 6,7,63), entrepreneurial and relationship-building skills, legal authorization to work in the US without sponsorship.
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.
4w
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Financial Representative - Entry Level
Haverhill, Massachusetts, United States
$97k-$192k/yr HybridFull Time
Entry-level financial representative; requires or willingness to quickly obtain SIE and life/health licensing; sales orientation, team spirit, and willingness to lead, recruit, and develop others.
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
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
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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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.
3mo
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Financial representative
Portsmouth, New Hampshire, United States
OnsiteFull Time
Ability to obtain life insurance license and FINRA registrations (SIE, Series 6/7, Series 63), pass background/criminal/financial checks, and provide financial guidance to members.
1w
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Customer Relationship Advocate Career Development Experience- Merrimack, NH
Merrimack, New Hampshire, United States
HybridFull Time
Prepare for SIE/Series 7/63 licensing (sponsored), provide inbound customer service for trades/money movement, strong problem solving, communication, and aptitude for learning proprietary systems.
2w
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Financial Advisor - Haverhill, MA - Market 13, Region 329
Haverhill, Massachusetts, United States
$45k-$100k/yr OnsiteFull Time
Develop a client-focused practice; obtain SIE, Series 7 and 66, state insurance licenses; bachelor's degree preferred or equivalent experience; strong relationship-building and critical-thinking skills.
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
1w
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Customer Relationship Advocate Career Development Experience- Merrimack, NH
Merrimack, New Hampshire, United States
HybridFull Time
Prepare for FINRA licensing (SIE, Series 7, 63), provide inbound customer support for trade requests and money movement, learn proprietary platforms, and demonstrate critical thinking and problem-solving.
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
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