- SDL Search Partners (Newton, MA)
- …some of the best in the business. If you have, or are looking to obtain your Series 7 / 66 licenses and kickstart your career in Wealth Management, please apply ... the job Client Service Associate Client Service Associate Greater Boston based Wealth Management firm is seeking a Client...and investment reviews Ad hoc projects when required Qualifications: Series 7 / 63 / 66, SIE… more
- Careers at KKR (Boston, MA)
- …responses to inquiries. QUALIFICATIONS *Required: Have or obtain shortly after start FINRA Series 7 & 24 licenses. *Bachelor's Degree (or relevant work ... - Marketing Review will join the Compliance team in Boston , MA, and must be comfortable working with a...is the expected annual base salary range for this Boston -based position. Actual salaries may vary based on factors,… more
- Harrison Gray Search and Consulting LLC (Boston, MA)
- …or risk role within a broker-dealer and/or registered investment adviser. Active FINRA Series 7 , 24, and 63/66 licenses. Proficiency with Microsoft Office Suite ... Compliance Analyst to join their growing Investment & Registered Rep Compliance team in Boston . This role is available due to firmwide expansion and offers a unique… more
- NavitsPartners (Worcester, MA)
- …Portfolio Manager Duration: 12 Months (Potential for Renewal) Location: Boston , MA (Hybrid) Description: A well-established government-related organization is hiring ... an IT Portfolio Manager to oversee a series of high-level technology projects. Reporting to the PMO,...documentation and program health updates. Skill Requirements: Minimum of 7 years of experience managing IT portfolios or large… more
- TalentBurst, Inc. (Springfield, MA)
- …or Springfield Skills: The Minimum Qualifications: At least 1+ years' experience in financial services. Series 7 license at time of application Series 63 or ... equivalent license or attain within 180 days of start. The Ideal Qualifications Communication skills (verbal and written) and the ability to express ideas and share information with coworkers, advisors in an accurate manner. Experience with eMoney or other… more
- Bank of America (Cambridge, MA)
- …knowledge of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. ... Financial Solutions Advisor - Boston Market Boston , Massachusetts; Boston ,...that a passing score is received for the missing series within 60 days. * Has at least one… more
- Bank of America (Brookline, MA)
- …of client needs and potential product services recommended **Required Qualifications:** * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. ... Financial Solutions Advisor - Boston West Market Brookline, Massachusetts;Wellesley, Massachusetts; Watertown, Massachusetts;...that a passing score is received for the missing series within 60 days. * Has at least one… more
- Bank of America (Wellesley Hills, MA)
- …investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + ... Merrill Financial Solutions Advisor - Suburban Boston Market Wellesley Hills, Massachusetts;Burlington, Massachusetts **To proceed with your application, you must be… more
- Equitable (Portsmouth, NH)
- …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... Wealth Management Associate - NH, Portsmouth - Greater Boston (5040) ( 230000IH ) **Primary Location** : UNITED STATES-NH-PORTSMOUTH **Organization** : Equitable… more
- JPMorgan Chase (Boston, MA)
- …equivalent + Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/ 7 , state registration (including 63 or 66 if required), and ... and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. **Job responsibilities** + Delivers an exceptional customer experience by… more
- The Hartford (Wayne, PA)
- …economics, finance, sales, or marketing (or equivalent on-the-job experience) + Must be fully licensed ( Series 7 , Series 63) + Must be able and willing to ... travel 80% of the time + A minimum of five years of external wholesaling experience is preferred + The ability to build strong relationships with a proven track record of working effectively as an individual contributor as well as a team player + A confident… more
- Vanguard (Boston, MA)
- …financial advisors, and at least five years of prospecting to Wirehouse Financial Advisors in Boston required. + FINRA Series 7 & 63. + Undergraduate degree ... the firm. Summary As the Field Sales Executive, for Boston you are responsible for the growth and retention...the largest and most sophisticated Wirehouse teams in the Boston metropolitan area. What it takes + Achieves established… more
- Veterans Affairs, Veterans Health Administration (Jamaica Plain, MA)
- …Social Work (Program Coordinator) position is in Social Work services at the (VA Boston Healthcare Systems, located at the Jamaica Plain location. This position is a ... to serve as Social Work (Program Coordinator for VA Boston Healthcare Systems at the Jamaica Plain location. The...Personnel Action). The SF-50 must identify the position title, series , grade, step, tenure and type of service (Competitive… more
- Bank of America (Boston, MA)
- …ensuring alignment with the bank's enterprise risk appetite **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND ... Merrill Market Supervision Manager Boston , Massachusetts **To proceed with your application, you... Series 65), Series 9 AND Series 10 (or Series 8) or equivalent… more
- State of Massachusetts (Boston, MA)
- …art and design education is an option for every deserving student. Located in Boston 's hub of arts and culture along the Avenue of the Arts, MassArt enrolls ... $73,901.88 paid in bi-weekly amounts of approximately $2842.38 *Grade 18, Step 7 * *I. HEATING, VENTILATION, AIR CONDITIONING AND REFRIGERATION (HVAC) MECHANIC … more
- Aristotle Capital Management (Newport Beach, CA)
- …specifically RIA, required. + Bachelor's degree from an accredited college or university, preferred. + Series 7 required: or the ability to obtain the Series ... We Are: With offices in Los Angeles, Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment...7 within 6 months of being hired. + Series 6, 63, or 66: strongly desired. + CFA,… more
- Bank of America (Boston, MA)
- …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... Solutions Advisor Registration Candidate - Tremont Street Financial Center Boston , Massachusetts **To proceed with your application, you must...appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66… more
- Veterans Affairs, Veterans Health Administration (West Roxbury, MA)
- …Medical/Surgical Senior Social Worker and Transplant SW Coordinator at the VA Boston Healthcare System, a highly complex 1a facility that encompasses three major ... Roxbury Campus but is expected to travel to all campuses and CBOCs within VA Boston Healthcare System as needed. This position is full time and 40 hours per week.… more
- Veterans Affairs, Veterans Health Administration (West Roxbury, MA)
- Summary This position is based at all locations within the VA Boston Healthcare System, when assigned. The GS-07 Pharmacy Technician provides a variety of services ... all work assignments within the pharmacy section at all VA Boston Healthcare System locations. Additional duties include various administrative and/or clinical… more
- BlackRock (Boston, MA)
- …advertising review experience. + Strong familiarity with FINRA and SEC advertising rules. + Series 7 registration required; Series 63 and 24 preferred ... role** **Associate, Global Product Solutions ETF Regulatory Marketing Review** **Location: Boston ** **About this role** Elevate your career by joining the world's… more
