More jobs:
Hybrid Investment Services Specialist; Advisor Support
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-02-07
Listing for:
Mariner Holdings
Full Time
position Listed on 2026-02-07
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A national financial services firm in Boston is seeking a Specialist in Investment Services to support advisors utilizing the Envestnet platform. The role demands strong communication skills to assist with investment philosophy, portfolio management, and relationship management with advisors. Candidates should have at least 4 years of experience in financial services, a Series 65 license or willingness to obtain it, and familiarity with the investment products.
This role offers a hybrid work model and requires approximately 15-25% travel.
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