109 sie jobs at 28 companies in Nashua, NH
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Fidelity’s Licensing Accelerator Program (SIE®) - Merrimack, NH
Merrimack, New Hampshire, United States
RemoteTemporary
Program participants prepare for and take the SIE exam, explore financial services careers, and receive study resources and support; applicants may be finishing school or changing careers.
personalized portal
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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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.
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
3w
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Registered Wealth Management Client Associate
Boston, Massachusetts, United States
$25-$45/hr OnsiteFull Time
Requires FINRA SIE, Series 7 and Series 66 (63/65 accepted), strong client service, industry knowledge, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2w
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Financial Representative - Entry Level
Haverhill, Massachusetts, United States
$97k-$192k/yr HybridFull Time
Active or quickly obtainable SIE and life/health licenses required or willing to obtain; team-oriented, competitive, strong communicator with desire to develop others and grow locally.
2mo
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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.
2w
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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.
5d
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Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia
Philadelphia or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree, 2–4 years of client service or financial industry experience, strong communication and organizational skills, and required SIE, Series 7, and Series 63 credentials.
2w
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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
4w
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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.
3mo
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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
2mo
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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.
1d
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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
2d
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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.
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.
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
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