- City National Bank (New York, NY)
- …Minimum 7 -10 years of financial modeling skills and proficiency in valuation methodologies * FINRA Series 7 and 63 or 66 licenses (or the ability to obtain) ... infrastructure, and investment processes *QUALIFICATIONS* *Required Qualifications* * Minimum 7 -10 years of equity research experience with demonstrated sector… more
- JPMorgan Chase (New York, NY)
- …well under pressure + Strong knowledge of Bloomberg, Microsoft Excel, Word and PowerPoint + FINRA Series 7 and 63 licenses are required for the role, but can ... be obtained after joining the team **Preferred qualifications, capabilities, and skills:** Fundamental understanding of Python or VBA is preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of… more
- City National Bank (New York, NY)
- …Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of ... the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of… more
- City National Bank (New York, NY)
- …applications * Excellent verbal and written communications skills * Bachelor's Degree preferred * FINRA Series 7 : General Securities Rep preferred * HS Diploma * ... Bachelor's Degree This is the pay range that Magnit reasonably expects to pay for this position: $58.20/hour - $62.39/hour Benefits: Medical, Dental, Vision, 401K *QUALIFICATION/LICENSURE* *Work Authorization :* Green Card, US Citizen, Other valid work visa… more
- JPMorgan Chase (New York, NY)
- …Ability to utilize Bloomberg + Skilled at MS Office Suite (Word and PowerPoint) + FINRA Series 7 and Series 63 JPMorganChase, one of the oldest financial ... institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and Chase brands. Our history spans over 200 years and… more
- Citigroup (New York, NY)
- …Relevant experience in Capital financial industry; compliance/supervisory/business risk experience preferred + FINRA Series 7 , 66 (63/65), 24 and 31. Series 9/10 ... also preferred + Knowledge of Bank and Broker-Dealer businesses, regulatory requirements and related policy + Knowledge of Investment products including complex products (Alternatives, Structured Notes and Derivatives) + Ability to assess and balance diverse… more
- Citigroup (New York, NY)
- …accounting, mathematics, statistics, or related field required; Master's Degree preferred + FINRA , SIE, 7 , 66, 24 - Additional professional accreditation such ... as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) a plus + 15+ years of relevant work experience, with demonstrable Wealth Planning leadership, experience in insurance and/or annuity sales management. + Strong knowledge of trust… more
- HSBC (New York, NY)
- …financial software and tools. Must have or be able to obtain within 90 days of joining FINRA Series 7 and 63 certifications. **If you would like to apply to this ... position, please click the 'Apply' button.** _In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the US as HSBC will not engage in immigration… more
- City National Bank (New York, NY)
- …using basic software programs like Word, Excel, Power Point, etc. *Skills and Knowledge* * FINRA Series 7 and 66 (or the ability to obtain) * Knowledge of ... the financial services industry and investment management practices * Demonstrated skill set/capabilities in sales, marketing, client experience, business development, analytics, and CRM * Ability to work independently and manage a high volume of leads… more
- Santander US (New York, NY)
- …* Strong verbal and written communication skills, organizational skills and project management skills. FINRA Licenses 7 and 63 required. It Would Be Nice For You ... To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. **What Else You Need To Know** **:** The base pay range for this position is posted below and represents the… more