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Securities & Wealth-Management Compliance / Supervisory Analyst

Level not stated $100–130/hr United States
still open verified 16h ago posted 1d ago checked just now
Apply at apply.workable.com

This is the employer's own posting, not a copy on a job board.

What we know

Is it still open?

Confirmed still open

Last checked 16h ago — checked against the employer's own applicant tracking system, which is the company answering directly.

We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.

Check this listing's status as JSON

How old is it?

Posted 1d ago

The date the source published, not the day we noticed it (2026-09-14). Last seen at its source just now.

Is it remote?

Marked remote on the employer's board

Their board carries a remote setting on this posting — a field they filled in, not wording we read. The location field names somewhere specific, which is usually where the team or the entity sits.

Who may apply?

United States

The description agrees: it names United States.

What the ad says
US-based US-based. Pay $110-150/hr based on experience and licensing. We cons…

Pay

$100–130/hr

Read out of the job description by us, not from a structured field. Shown in the posting's own currency and period; we never convert.

Carried by 1 source

The listing

This role is for one of our clients

Compensation: $100 - $130 per hour

We're building a high-quality library of US securities- and wealth-compliance work products. You'll complete self-contained review and supervision exercises from mock files and produce the compliance deliverable for each, graded against a rubric. Draft-only outputs.

Requirements

What you'll do

  • QA completed periodic client reviews against a supervision control checklist; flag deficiencies with specific control citations and write the audit-trail entry.
  • Review Reg BI / DOL rollover and trade / new-account attestations against reference procedures; flag non-compliant recommendations with citations.
  • Review outgoing client communications and marketing pieces against the SEC Marketing Rule and suitability guidelines; draft reviewer dispositions.
  • Supervise structured-product and alternative-investment books; flag restriction-code hits, recent-purchase patterns, and concentration thresholds.

You're a fit if you have

  • 3+ years in US securities / broker-dealer / RIA compliance or supervision.
  • Working knowledge of Reg BI, DOL rollover rules, FINRA supervisory requirements, suitability, and the SEC Marketing Rule.
  • Strong written judgment and citation discipline.

Nice to have

  • FINRA Series 7 + 24 (or 9/10); IACCP or comparable compliance designation; structured-products / alternatives supervision experience.

Assessment Score a periodic review against a control checklist; review a rollover recommendation against Reg BI; flag a marketing piece against the SEC Marketing Rule.

Details Contract, hourly (~15 hrs/week), remote, US-based. Pay $110-150/hr based on experience and licensing.

We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.

Apply at apply.workable.com