Contracting & Licensing Coordinator (Financial Services)

Rise North Capital; Braintree (MA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Full benefits package

PTO

Paid holidays

Growth opportunities

Job summary

A fast-growing financial services firm in Braintree is seeking a Contracting & Licensing Coordinator. This entry-level position involves processing contracting and licensing for new representatives and supporting onboarding steps. Candidates should have strong organizational skills, attention to detail, and the ability to work independently in a fast-paced environment. The role offers an annual salary of $50,000–$60,000 and a full benefits package, including PTO and paid holidays.

Qualifications

• Experience in financial services, insurance contracting/licensing, advisor support, or operations preferred.
• Professional, proactive, and able to manage multiple priorities.

Responsibilities

• Process contracting and licensing for new financial representatives.
• Coordinate onboarding steps, documentation, background checks, and status updates.
• Track state licensing renewals and deadlines.
• Communicate professionally with reps, carriers, and state departments.

Skills

Strong organizational skills

Communication skills

Attention to detail

Ability to work independently

Tech-savvy

Job description

Full-Time | In-Office (Braintree, Massachusetts)

Full benefits package included

About Rise North Capital

Rise North Capital is a fast-growing financial services firm headquartered in Massachusetts. We are a transformation-driven organization dedicated to helping clients and advisors build better financial futures. We are expanding our operations team and looking for a sharp, detail-driven professional to support advisor onboarding, contracting, licensing, and core administrative operations.

Role Overview

The Contracting & Licensing Coordinator will take full ownership of the contracting, licensing, and onboarding processes for all new representatives joining Rise North Capital. This position plays a key role in ensuring our reps are onboarded accurately, efficiently, and in alignment with industry requirements. You will also support general administrative and operational functions as needed as the business continues to scale.

Key Responsibilities

• Process contracting and licensing for new financial representatives
• Coordinate onboarding steps, documentation, background checks, and status updates
• Track state licensing renewals, CE deadlines, and firm-paid renewals
• Submit terminations and maintain accurate licensing records
• Support internal processes related to RIA onboarding and registration
• Communicate professionally with reps, carriers, and state departments
• Maintain CRM accuracy and ensure smooth flow of information across departments
• Assist with firm-wide administrative and operational tasks as needed

What You Bring

• Experience in financial services, insurance contracting/licensing, advisor support, or operations preferred
• Strong organizational and communication skills
• High accuracy and attention to detail
• Ability to work independently in a fast-paced environment
• Tech-savvy and comfortable learning new systems
• Professional, proactive, and able to manage multiple priorities
• $50,000–$60,000 annual salary, depending on experience
• Full benefits package, including PTO and paid holidays
• In-office role with team support, systems training, and growth opportunities

As Rise North Capital continues to scale, this role offers opportunities to expand into broader administrative, operational, or leadership responsibilities.

How to Apply

Please submit your resume with a brief summary of your relevant experience.

Seniority Level

• Entry level

Employment Type

• Full-time

Job Function

• Marketing and Sales