- JPMorgan Chase (New York, NY)
- …+ Frequent travel required + 4-year degree required; MBA, CFA, CIMA a plus. + FINRA Series 7 , 63. JPMorganChase, one of the oldest financial institutions, ... manager, we oversee nearly $200 Billion in alternative assets and manage over $1. 7 Trillion in assets for wealth managers worldwide. Our deep experience and scale… more
- Citigroup (New York, NY)
- …to support the firm's clients in addressing a spectrum of financial and investment needs: + FINRA Series 7 , 63/65 or 66 + CFP, CPA, or JD/LL.M. designations ... preferred + Familiarity with NaviPlan or MoneyGuide Pro planning software preferred + Broad understanding of financial services, investments, and all aspects of planning strategies and concepts + Microsoft Office skills including Word, Excel, and PowerPoint +… more
- HSBC (New York, NY)
- …influence at the most senior level of the organization, both internally and externally + FINRA Series 7 , 63, and 79 licenses are required. A contingency ... period to obtain licensing can be provided at manager's discretion. 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… more
- Bloomberg (New York, NY)
- …ability for regular travel - 4+ years' of Electronic Trading experience We'd love to see: - FINRA Series 7 , 63 preferred Salary Range = 125000 - 185000 USD ... Annually + Benefits + Bonus The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and… 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… more
- City National Bank (New York, NY)
- …experience 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… more
- JPMorgan Chase (New York, NY)
- …capabilities, and skills:** + 5 plus years' experience in Financial Services industry + FINRA Series 7 and 66 licenses required + Bachelor's degree ... required + Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment + Proactively identify and delivery appropriate solutions that address the needs of our clients + Ability to communicate… more
- City National Bank (New York, NY)
- …and proficiency in valuation methodologies * Chartered Financial Analyst (CFA) charterholder certification * FINRA Series 7 and 63 or 66 licenses (or the ... ability to obtain) *Preferred Qualifications* * 15+ years of relevant experience in equity research or investment analysis * Experience across multiple industries within primary sector * Track record of generating alpha through fundamental research * Advanced… more
- City National Bank (New York, NY)
- …of experience using basic software programs like Word, Excell, Power Point, etc. * FINRA Series 7 : General Securities Rep *Additional Qualifications* * ... Completion of or pursuit of CFA designation, MBA or both. * Excellent knowledge in the following areas: asset management, banking/credit, personal trust, and brokerage services. * Excellent analytical and financial analysis skills. * Strong computer skills… more
- Siebert Williams Shank (New York, NY)
- …build upon those over time. Requirements + 5+ years of experience in Institutional Sales + FINRA Series 7 and 63 registrations required + Established book of ... fixed income relationships + Highly developed sales and communication skills + Proficient in Bloomberg, Microsoft, Excel + Excellent time management and organizational capabilities; high energy, tenacious, and creative + Ability to work well as part of a team… more