4w
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.
1mo
Save
Mark Applied
Hide
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
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
1w
Save
Mark Applied
Hide
Financial Services Representative - Burlington, MA
Burlington, Massachusetts, United States
$45k-$75k/yr HybridFull Time
Customer service experience, high energy and coachability, ability to study for and obtain SIE, Series 7 and Series 66 (sponsored), strong interpersonal and multitasking skills.
1mo
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.
2mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
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
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.
4w
Save
Mark Applied
Hide
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
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
1w
Save
Mark Applied
Hide
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.
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.
1mo
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
3mo
Save
Mark Applied
Hide
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.
2w
Save
Mark Applied
Hide
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
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
3mo
Save
Mark Applied
Hide
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
Explore Jobs
Expand Your Job Search
Top Cities Near Lynn for Sie
- Sie jobs in Boston, MA
- Sie jobs in Worcester, MA
- Sie jobs in Lowell, MA
- Sie jobs in Cambridge, MA
- Sie jobs in Manchester, NH
- Sie jobs in Brockton, MA
- Sie jobs in Quincy, MA
- Sie jobs in Newton, MA
- Sie jobs in Nashua, NH
- Sie jobs in Somerville, MA
- Sie jobs in Lawrence, MA
- Sie jobs in Pawtucket, RI
- Sie jobs in Framingham, MA
- Sie jobs in Waltham, MA
- Sie jobs in Haverhill, 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