Equity Sales Jobs
Equity Sales jobs are open across investment banks, asset managers, broker-dealers, and regional securities firms, from junior analyst and associate to director and managing director, with specializations in institutional sales, retail brokerage, and equity research distribution. Find a role that fits below and apply directly.
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Description
Citizens’ Equity Sales & Trading group is seeking a dynamic Sales Trader to join the team. This individual will manage equity order flow for institutional clients, leveraging technology and market expertise to deliver effective execution and meet client needs. Working closely with position traders, the Sales Trader will support existing client relationships while helping develop new business, with responsibilities spanning sales, trading, execution, and account management. This is an onsite role based in our Boston office.
The Sales Trader will be responsible for receiving and executing equity orders across multiple channels, including phone, email, and dedicated FIX sessions. The successful candidate will maintain a strong understanding of current market trends and communicate market color, trading insights, and execution strategies to clients in a clear and professional manner. They will assess each client’s trading objectives, style, and execution needs to determine the most appropriate trading strategy and provide a high level of client service.
Primary responsibilities include
- Handle trading activity from assigned client base
- Support full client base as needed
- Directly and indirectly participate in Sales efforts
- Manage client relationships with an eye towards maintaining and growing revenue
- Assist with Operational functions as needed
Qualifications, Education, Certifications and/or Other Professional Credentials
- Strong analytical skills with a good understanding of financial markets
- Ability to understand complex market structures and electronic trading
- Ability to perform in a dynamic trading environment
- Proficient in Microsoft Word, Excel and PowerPoint
- Excellent communication and organizational skills
- Bachelor’s degree in finance or related field, or equivalent experience.
- 5+ years’ experience in equity trading
- Series 7, 63 and 55 licenses (or equivalent) required
Hours & Work Schedule
- Hours per Week: 40 +
- Work Schedule: Monday to Friday
Pay Transparency
The salary range for this position is $250,000 to $300,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Benefits
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
Awards We've Received
Dave Thomas Foundation’s Best Adoption-Friendly Workplace
Disability:IN World's Top Disability Inclusive Business
Glassdoor
Best Place to Work in Consulting, Finance & Insurance
Human Rights Campaign Corporate Equality Index 100 Award
Newsweek America's Most Charitable Company
The Banker's
US Bank of the Year
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Who's Hiring



Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
- Fintech
- Technology & Software
What Employers Look For
The qualifications that appear most often in equity sales jobs.
- FINRA Series 7 and Series 63 licenses required or must be obtained within 90 days
- Bachelor's degree in finance, economics, business, or a related field
- Demonstrated experience developing and managing institutional or retail client relationships
- Proficiency with Bloomberg Terminal for market data, pricing, and trade execution
- Strong verbal communication skills for presenting investment ideas and market commentary
- CFA designation or progress toward it preferred for senior and director-level roles
Tips for Your Equity Sales Job Search
Quantify your book on your resume
Hiring managers in equity sales care about the size of your client relationships and assets under coverage, not just your job title. List the AUM range you served, the number of institutional accounts you managed, and any measurable growth in commission revenue you drove.
Highlight relevant licenses upfront
Series 7 and Series 63 licenses should appear near the top of your resume, not buried in a skills section. If you hold a Series 65 or CFA, list those too. Recruiters screen for licensure before reading anything else on an equity sales resume.
Target openings by client segment
Equity sales roles vary sharply by whether the desk covers institutional clients, retail investors, or high-net-worth individuals. Filter your search by client type and match your cover letter to the specific segment, referencing the client relationships or account types most relevant to that desk.
Apply early to roles that fit
Migrate Mate lists equity sales openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a pitch for the interview
Most equity sales interviews include a live stock pitch or sector call simulation. Have two or three investment ideas ready, structured as a brief thesis with a catalyst and risk. Interviewers are evaluating how you communicate conviction, not whether the idea is perfect.
Negotiate compensation structure, not just base
Base salary in equity sales is often secondary to the payout grid or commission structure on new business. Before accepting an offer, ask how commissions are calculated on client assets, whether there is a draw period, and what the ramp timeline looks like for a new hire.
Equity Sales Jobs: Frequently Asked Questions
Which companies are hiring the most equity saless?
The most active employers for equity saless right now are AutoNation, RR Donnelley, and StoneX, and the most openings are in New York, California, and Georgia, based on current listings on Migrate Mate as of November 2026. Activity shifts with market conditions, so checking current listings regularly is the most reliable way to track demand.
How many equity sales jobs are remote?
About 65% of equity sales openings are fully remote or hybrid as of November 2026, with remote arrangements more common in retail and wealth management roles than in institutional equity sales, where daily client contact and desk presence are typically expected by employers.
How do you become a equity sales?
Start by earning a bachelor's degree in finance, economics, or business, then obtain your Series 7 and Series 63 licenses, which are required at most firms before you can sell securities. Entry-level roles in equity sales often begin as sales assistants or junior associates at broker-dealers or investment banks, where you support senior salespeople and build client relationships over time. Developing strong knowledge of equity markets, sector dynamics, and investment products accelerates your path to a full sales seat.
Can I get an equity sales job with little experience?
Yes, though most firms expect you to hold or quickly obtain your Series 7 license before working a client-facing desk. Entry points include sales assistant roles, summer associate programs at broker-dealers, and junior positions at regional firms where the client base is smaller. Demonstrating market knowledge, strong communication skills, and a genuine interest in equities matters more than years of experience at the entry level.
What does the equity sales interview process look like?
Equity sales interviews typically begin with a phone screen focused on your background and market interest, followed by one or more rounds with the desk head or team members. Expect to deliver a stock pitch or walk through a sector view, since firms want to see how you communicate an investment idea under pressure. Some firms include a final round with senior management or a panel interview before extending an offer.
Where can I find and apply to equity sales jobs?
You can find and apply to equity sales jobs on Migrate Mate, which lists current openings from employers across the United States. Find the roles that fit your experience, client focus, and location preference, then apply directly to each listing from the page.
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