Internal Sales Associate (June 2027 Class) Franklin TempletonInternal Sales Associate (June 2027 Class)Boston, Florida$55,000–$65,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Complete a comprehensive training program focused on the financial markets, financial products, key client segments, technology tools, portfolio construction sales skills, and overall professional development.
Marketing Project Manager Daley and AssociatesMarketing Project ManagerBoston, MA$55–$66 / hourThis ideal candidate will have 5+ years of experience as a marketing-focused project manager who understands wealth management and can coordinate the marketing integration of an acquired business while helping turn the strategy into campaigns that reach financial advisors. This individual will play a key role in the Marketing Integration workstream, coordinating strategic initiatives, managing cross-functional stakeholders, and supporting commercialization efforts related to a major business acquisition and integration.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateWestborough, MA$25–$45 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Sales Support Analyst Morgan StanleySales Support AnalystBoston, MassachusettsOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Director Of Business Development Wright Family Law GroupDirector Of Business DevelopmentTewksbury, MA$25–$30 / hourYou will spend your week in rooms full of realtors, financial advisors, CPAs, estate planners, therapists, and mediators, building the kind of trust that makes people send their clients to us by name. You will also drive Morticia, our 1970 Cadillac hearse, to shows, festivals, and community events, because she is the reason people remember us and the conversation starter that opens most of those relationships.
Vice President, AI Risk And Governance LPL Financial ServicesVice President, AI Risk And GovernanceBoston, MA$137,093–$228,454 / yearThe role will lead the day-to-day execution and continued maturation of the firm's enterprise AI governance program, accountable for assessing and overseeing AI risk across LPL's business functions, maintaining a defensible governance framework, and partnering across functions to enable responsible AI adoption at pace. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
VP, Assistant General Counsel, Cybersecurity LPL Financial ServicesVP, Assistant General Counsel, CybersecurityBoston, MA$172,010–$286,752 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. This role will serve as the firm's lead legal advisor on cybersecurity matters and will provide strategic legal counsel on incident response, cybersecurity regulations, data security requirements, crisis management, and cyber governance activities across the broker-dealer and investment advisory operations.
Sr. Analyst, Retirement Compliance LPL Financial ServicesSr. Analyst, Retirement ComplianceBoston, MA$75,293–$125,454 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Vice President, Assistant General Counsel - Retirement LPL Financial ServicesVice President, Assistant General Counsel - RetirementBoston, MA$168,611–$281,087 / yearResponsibilities: Advise on impacts of new and changing regulations affecting the retirement business of a broker-dealer, investment advisor, custodian and record keeper, in particular, regulatory developments from the Department of Labor (DOL), Internal Revenue Service (IRS), the Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA) and state regulators. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Vice President, People Integration Partner LPL Financial ServicesVice President, People Integration PartnerBoston, MA$128,750–$214,652 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Registered Client Associate Royal Bank of CanadaRegistered Client AssociateBoston, MassachusettsCustomer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software Additional Job Details . Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
Senior Associate, Platform Sales AGF InvestmentsSenior Associate, Platform SalesBoston, MassachusettsThis is an external, execution‑focused sales role responsible for engaging financial advisors, supporting platform initiatives, and contributing to distribution through managed accounts (SMAs/UMAs), model portfolios, and intermediary strategies. The anticipated compensation range for this role is $110,000 - $150,000 USD annually, which represents base salary and, where applicable, variable compensation components (e.g., annual bonus, commissions, etc.).
Regional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH)) Mercer AdvisorsRegional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH))Boston, Massachusetts$119,000–$140,000 / yearSeries 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Senior Associate, Platform Sales AGF ManagementSenior Associate, Platform SalesBoston, MA$110,000–$150,000 / yearThis is an external, execution‑focused sales role responsible for engaging financial advisors, supporting platform initiatives, and contributing to distribution through managed accounts (SMAs/UMAs), model portfolios, and intermediary strategies. Compensation: The anticipated compensation range for this role is $110,000 - $150,000 USD annually, which represents base salary and, where applicable, variable compensation components (e.g., annual bonus, commissions, etc.).
Vice President, Assistant General Counsel - Retirement LPL Financial Holdings IncVice President, Assistant General Counsel - RetirementBoston, MA$168,611–$281,087 / yearResponsibilities: Advise on impacts of new and changing regulations affecting the retirement business of a broker-dealer, investment advisor, custodian and record keeper, in particular, regulatory developments from the Department of Labor (DOL), Internal Revenue Service (IRS), the Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA) and state regulators. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Sr. Analyst, Retirement Compliance LPL Financial Holdings IncSr. Analyst, Retirement ComplianceBoston, MA$75,293–$125,454 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Market Manager Bank of AmericaMarket ManagerBoston, MassachusettsSupports Market Executive as the regulatory supervisor of an office and/or group of financial advisors, working in partnership with Supervision and Control partners to oversee activities that require advanced licensing. This job is responsible for supporting the Market Executive in driving out business strategy, directly managing financial advisors and yielding responsible growth through operational excellence and risk management.
Intermediary Channel Marketing, Senior Associate, Morgan StanleyIntermediary Channel Marketing, Senior Associate,Boston, MA$115,000–$130,000 / yearWorking closely with the broader Morgan Stanley Investment Management Marketing teams, Alternatives Product Marketing and Sales the Senior Associate will lead the execution of alternatives-focused campaigns, communications, events, and sales enablement initiatives while partnering with Channel Marketing colleagues on broader intermediary marketing programs. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Internal Sales Associate (January 2027 Class) Franklin TempletonInternal Sales Associate (January 2027 Class)Boston, Florida$55,000–$65,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Complete a comprehensive training program focused on the financial markets, financial products, key client segments, technology tools, portfolio construction sales skills, and overall professional development.
Private Wealth Associate AllianceBernstein Holding LPPrivate Wealth AssociateBoston, MA$76,000–$82,000 / yearAs Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform.