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32 sie jobs at 7 companies in New Bedford, MA

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Fidelity’s Licensing Accelerator Program (SIE®) - Smithfield, RI
Smithfield, Rhode Island, United States
RemoteOther
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
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
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Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Riverside or Lincoln
$27-$29/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEClient-focused, 1+ year performance-based experience preferred, ability to pass SIE/Series 7/66, strong communication, sales aptitude, and computer skills.
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Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Riverside or Lincoln
$27-$29/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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.
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Customer Relationship Advocate Career Development Experience- Smithfield, RI
Smithfield, Rhode Island, United States
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Early-career role requiring completion of FINRA SIE, Series 7 and 63 licensing, strong customer service, problem-solving, and ability to navigate multiple systems.
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Financial Advisor
Wellesley, Massachusetts, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
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.
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Financial representative
Newport County, Rhode Island, United States
OnsiteFull Time
Modern Woodmen of America
Modern Woodmen of America: Fraternal financial services organization providing insurance and investment products.
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.
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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
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
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
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2w
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Relationship Banker- Metro Central, MA
Newton, Massachusetts, United States
$25-$33/hr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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
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Advisor Relations
Weymouth or New York City or New Jersey or United States
$85k-$145k/yr RemoteFull Time
Saturna Capital
Saturna Capital: Provides ethical and Sharia-compliant investment and wealth management services
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
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Regional Sales Director - Retirement Plan Sales
Providence or Massachusetts or Connecticut or Boston or New Haven or Hartford
$90k-$130k/yr HybridFull Time
Mutual of America Financial Group
Mutual of America Financial Group: Provides retirement plans and investment services to various organizations.
5+ YOERequires 5+ years of outside B2B sales experience, retirement product knowledge, cold-calling and territory management skills, Series 6, 63, and SIE, and a valid driver's license; bachelor's degree preferred.
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CSI Investment Assistant II - Chestnut Hill, MA
Chestnut Hill, Massachusetts, United States
$25-$27/hr OnsiteFull Time
Citizens Financial Group
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
3+ YOEHigh school diploma/GED, 3+ years financial services experience, ability to obtain/maintain required securities licenses (SIE, Series 6/7/63/65, LAH), strong communication, multitasking, and collaboration skills.
Microsoft Office, Salesforce
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College Financial Representative, Internship Program
Hingham, Massachusetts, United States
$500-$1k/yr OnsiteInternship
Northwestern Mutual
Northwestern Mutual: Provides life insurance, wealth management, and financial planning services.
Full-time student, preferably junior or senior, with sales interest, entrepreneurial ambition, campus involvement, time-management skills, financial literacy interest, and critical thinking ability.
Series 6, Series 63, CFP, SIE
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