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.
1w
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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.
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.
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.
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.
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.
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
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
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
5d
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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.
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