- HUB International (Melville, NY)
- …tailored to their needs. We believe in empowering our employees. As a global firm , we offer employees resources in both technology and industry expertise, but we ... equivalent education and/or experience - focus on statistical analysis preferred - advanced degree a plus; + Valid LA&H...- advanced degree a plus; + Valid LA&H license preferred + 5-7 years of experience in EB underwriting,… more
- Citigroup (Getzville, NY)
- …when business decisions are made, demonstrating particular consideration for the firm 's reputation and safeguarding Citigroup, its clients and assets, by driving ... experience in a related role with commensurate experience in people management preferred + Experience in management with Banking and Financial Institutions … more
- Citigroup (New York, NY)
- …value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc. + Master ... assess risk when business decisions are made, demonstrating consideration for the firm 's reputation and safeguarding Citigroup, its clients and assets, by driving… more
- JPMorgan Chase (Bronx, NY)
- …of starting in the role as a condition of employment ** Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification ... is preferred + Bachelor's degree preferred INVESTMENT AND...in all states. Chase is a leading financial services firm , helping nearly half of America's households and small… more
- Mizuho Corporate Bank (New York, NY)
- …levels rewarding degrees of responsibility and a richer work experience than a boutique firm or an established giant could offer alone. It's the local expertise of ... education and work experience required. Accounting or Finance concentration preferred + 4+ years of work experience preferred... preferred + 4+ years of work experience preferred at a large financial institution, knowledge of regulatory… more
- Citigroup (New York, NY)
- …when business decisions are made, demonstrating particular consideration for the firm 's reputation and safeguarding Citigroup, its clients and assets, by driving ... management role + Strong academic record + Bachelor's/University degree, Master's degree preferred + CFA preferred + Excellent written and verbal communication… more
- City National Bank (New York, NY)
- …as act as the liaison between the Portfolio Manager Team and our clearing firm .M anage all outgoing transfers by notifying the Portfolio Manager Team and Sr. ... Excellent verbal and written communications skills * Bachelor's Degree preferred * FINRA Series 7: General Securities Rep ...preferred * FINRA Series 7: General Securities Rep preferred * HS Diploma * Bachelor's Degree This is… more
- Citigroup (New York, NY)
- …when business decisions are made, demonstrating particular consideration for the firm 's reputation and safeguarding Citigroup, its clients and assets, by driving ... of relevant experience + MBA or Master's Degree in business preferred + Demonstrated collaboration with multiple corporate banking stakeholders including coverage… more
- Citigroup (New York, NY)
- …skills, financial planning acumen, and strong communication skills 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… more
- Kestra Financial (Wappingers Falls, NY)
- …objectives + Active engagement in marketing and sales efforts on behalf of the firm ; not required to build own book of business + Commitment to culture requires ... and internal partners and product wholesalers + Experience with the following software preferred + Redtail client CRM + MoneyGuide Pro/Elite + eMoney + Morningstar… more