Top 214 Financial advisor Jobs in Marblehead, Ma

Associate, Investment Banking Investor Relations
Chronic Capital —Boston, MA
- From $150,000 a year
- Email
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
Financial Advisor- Career Changers encouraged to apply
Northwestern Mutual —Boston, MA
- $100,000 - $120,000 a year
- Full-time
- Background check
- Sales
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
New York Life —Waltham, MA
- $90,000 - $120,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Financial Associate
Rise North Capital —Braintree, MA
- $60,000 - $120,000 a year
- Office
- Financial services
- Communication skills
- Health savings account
- Disability insurance
Quick Apply
Senior Investment Manager, Separately Managed Accounts
Fidelity Investments —Boston, MA
- $150,000 - $250,000 a year
- Full-time
- CPA
- 5 years
- Writing skills
- Loan repayment program
- Health insurance
Associate, Financial Advisor, Peabody, MA
Santander Bank —Peabody, MA
- $61,875 - $105,000 a year
- Mid-level
- Finance
- Business development
Commercial Financial Consultant
Rockland Trust —Peabody, MA
- Mid-level
- Communication skills
- Commercial
- Wellness program
- Health insurance
5d
Financial Wellness Consultant
Marsh McLennan Agency —Boston, MA
- $89,500 - $166,900 a year
- Full-time
- Hybrid work
- Spanish
- Writing skills
- English
- Health insurance
- Dental insurance
Senior Wealth Financial Planner
CAPTRUST —Boston, MA
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Office
- Business development
- Bachelor's degree
- Health savings account
- Disability insurance
5d
Vice President, Fiduciary
BNY —Boston, MA
- Full-time
- 6 years
- Office
- Business development
Financial Advisor - Greater Boston, MA
Thrivent —Boston, MA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor
Armstrong Advisory Group —Needham Heights, MA
- $70,000 - $110,000 a year
- 8 hour shift
- Background check
- Mid-level
- Office
- Profit sharing
- Health insurance
Quick Apply
10d
Financial Advisor
The Bulfinch Group —Needham, MA
- $36,000 - $150,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Virtual Financial Advisor - Boston, MA
Thrivent —Boston, MA
- $25.96 - $28.85 an hour
- Full-time
- Background check
- Bachelor's degree
- Military encouraged
- Health insurance
- Dental insurance
Quick Apply
Financial Wellbeing Coach, Credit
Operation Hope —Boston, MA
- $64,000 - $67,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Quick Apply
Managing Associate - Financial Advisor
The Bulfinch Group —Needham, MA
- $100,000 - $250,000 a year
- Full-time
- Background check
- Classroom
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Registered Investment Advisor
Driscolls Recruiting —Braintree, MA
- $90,000 - $160,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
Financial Services Representative / Financial Advisor
The Moody Street Group, LLC —Auburndale, MA
- $40,000 - $152,003 a year
- Full-time
- Marketing
- Finance
- Bachelor's degree
- Health savings account
- Health insurance
Financial Advisor / Registered Representative / Agent
New York Life Insurance Company —Waltham, MA
- $90,000 - $300,000 a year
- Full-time
- Hybrid work
- Spanish
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
Trust Officer
MassMutual —Boston, MA
- $90,500 - $118,700 a year
- Background check
- 3 years
- High school diploma or GED
- Commuter assistance
- Paid holidays

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financial advisor jobs near marblehead, ma

Associate, Investment Banking Investor Relations

Chronic Capital
Boston, MA

Quick Apply

Job Details

Full-time
From $150,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Vision insurance

Qualifications

Data systems development
Confidential information handling
Microsoft Excel
Customer relationship building
Microsoft Outlook
Financial model development
Database systems development
Process design
Data reporting
Client relationship development
Business development
Capital Structure
Bachelor's degree
Data management
Financial concepts
Organizational skills
Relationship management
FINRA License
CRM system proficiency
Experience practicing in the securities industry
AI
Series 63
Financial markets knowledge
Interpersonal communication

Full Job Description

Associate, Investment Banking Investor Relations

Firm: Chronic Capital LLC

Location: 24 School St., Boston, MA 02108 (In-person, 5 days per week)

Position: Associate, Investment Banking Investor Relations

Employment Type: Full-time

About the Firm

Chronic Capital is a boutique investment bank focused on capital raises for the lower middle market ($5–$250M). Our coverage industries include real estate, health & wellness, life sciences, essential services, aviation, business services, consumer, specialty, and more. We partner with entrepreneurs, founders, and innovators to help them access the capital they need to grow their business. In addition to capital raises, we provide M&A support, sponsor coverage, and advisory services.

About the Role

We are seeking a personable, highly organized Associate to join our Capital Markets team in an investor-relations–focused capacity. In this role, you will be the connective tissue between Chronic Capital and the capital providers we work with — building and maintaining our investor network, driving outreach, and managing relationships throughout each engagement. You will own investor communications, coordinate marketing and outreach efforts across live mandates, and serve as a trusted point of contact for the lenders, sponsors, family offices, and institutional investors in our universe. This is a relationship-driven, high-ownership role for someone who is energized by building a network, communicates exceptionally well, and wants broad exposure across our coverage industries in a fast-paced, entrepreneurial environment.

Responsibilities

Build, expand, and maintain Chronic Capital's network of capital providers — lenders, private credit funds, equity sponsors, family offices, and institutional investors — and serve as a primary point of contact.
Manage investor outreach across live capital raises: identify and prioritize the right investors for each mandate, run distribution, and track engagement through to commitment.
Own the firm's CRM and investor database — keeping contacts, mandates, preferences, and activity accurate, current, and actionable.
Coordinate and prepare investor-facing materials, including teasers, marketing decks, and investor updates, working with senior bankers to ensure messaging is clear and consistent.
Schedule and support investor meetings and calls; prepare briefing materials, capture follow-ups, and ensure timely, professional responses.
Manage data room access and diligence requests, serving as the day-to-day liaison among investors, clients, and counsel.
Track the capital-raise pipeline and investor feedback, and report status and next steps to the deal team.
Maintain relationships between active engagements through regular touchpoints, market updates, and ongoing investor engagement.
Support business development by mapping new investor relationships and helping prepare materials for new-business meetings.

Qualifications

Required

Bachelor's degree in finance, economics, business, communications, or a related field.
1–4 years of relevant experience in investor relations, capital markets, fundraising, business development, sales, or a comparable relationship-driven role (investment banking, private credit, or private equity backgrounds welcome).
Outstanding written and verbal communication skills, with the ability to engage credibly with investors and produce polished, client-ready materials.
Strong relationship-building and interpersonal skills; comfortable initiating and sustaining conversations with capital providers.
Exceptional organization and attention to detail, with the ability to manage many relationships and workstreams simultaneously.
Proficiency with CRM tools and Microsoft Office (PowerPoint, Excel, Outlook); a working understanding of financial concepts and capital structures.
FINRA Series 79 and Series 63 licenses (or ability to obtain within 90 days).
Proficient working with large data sets — organizing, analyzing, and drawing insight from investor and market data.
Experienced in building and maintaining data systems (e.g., CRM/investor databases, pipelines, and reporting workflows).
High level of professionalism, discretion, and sound judgment when handling confidential information.
Self-starter mentality with a strong work ethic and the ability to thrive in a small, entrepreneurial team.
Able to work in-person at our Boston office five days per week.

Preferred

Existing relationships with capital providers, lenders, sponsors, or family offices.
Experience supporting lower-middle-market capital raises, fundraising, or investor relations.
Familiarity with one or more of our coverage industries (real estate, health & wellness, essential services, aviation, business services, consumer, or specialty).
Progress toward the CFA designation or a relevant graduate degree.

Compensation & Benefits

Chronic Capital offers a competitive compensation package designed to reward performance and reflect the contributions of a high-impact team member.

Opportunity to join a rapidly growing investment banking platform at an early stage and play a meaningful role in shaping the firm's growth and investor network.
Gain direct exposure to senior decision-makers across private credit funds, family offices, banks, private equity firms, and institutional investors, building relationships that typically take years to develop.
Work alongside experienced bankers in a highly entrepreneurial environment where performance, initiative, and results are recognized and rewarded.
Accelerated career progression with significant responsibility from day one, broad transaction exposure, and the ability to make a visible impact on the firm's success.
Base salary: $ 80,000-$100,000, commensurate with experience.
Performance-based annual bonus and deal-related incentive compensation: $50,000-$100,000+
Total compensation: $150,000+
Health, dental, and vision insurance.
Paid time off and holidays
Direct mentorship from senior bankers and accelerated exposure across live transactions.

How to Apply

Qualified candidates should submit a resume and a brief cover note describing their interest in the role to [email protected] with the subject line “Associate, Capital Markets.” Applications will be reviewed on a rolling basis.

Chronic Capital LLC is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Pay: From $150,000.00 per year

Benefits:

Health insurance
Paid time off
Vision insurance

Application Question(s):

Do you have your series 63 and 79 licenses?
How many years of experience do you have in investment banking, capital markets, investor relations, private credit, private equity, or a related field?
Have you used a CRM platform to manage investor, lender, or client relationships?
Describe a process or workflow you created that improved efficiency or organization.
On a scale of 1–10, how comfortable are you building new professional relationships through outreach, networking, and cold communication?
On a scale of 1-10, rate your face-to-face communication skills.
On a scale of 1-10, rate your comfort level with a fast-paced startup environment.

Ability to Commute:

Boston, MA 02108 (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in marblehead, ma

Associate, Investment Banking Investor Relations

Financial Advisor- Career Changers encouraged to apply

Financial Advisor

Financial Associate

Senior Investment Manager, Separately Managed Accounts

Associate, Financial Advisor, Peabody, MA

Commercial Financial Consultant

Financial Wellness Consultant

Senior Wealth Financial Planner

Vice President, Fiduciary

Financial Advisor - Greater Boston, MA

Financial Advisor

Financial Advisor

Virtual Financial Advisor - Boston, MA

Financial Wellbeing Coach, Credit

Managing Associate - Financial Advisor

Registered Investment Advisor

Financial Services Representative / Financial Advisor

Financial Advisor / Registered Representative / Agent

Trust Officer

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