U.S. Private Bank - Investment Professional - Analyst

What you’d do

Perform brokerage trade execution and client advising, create discretionary account mandates, monitor risk and client advisor loadings, manage fee schedules and alternatives documents. Full-time position in Boston, MA. Found on the employer's careers page on Oct 28, 2026. Apply through the link.

You’ll need

• Bachelor's Degree
• 1+ years industry experience
• Series 7, 66 and Insurance licenses or must obtain in 90 days
• PowerPoint and Excel expertise
• Exceptional follow-up and follow-through skills