- M&T Bank (Boston, MA)
- **Overview:** Serves as credit and lending expert to High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients and is primarily responsible for sourcing, ... to, custom residential mortgages and real estate related transactions, marketable securities , concentrated stock, real estate, fine art, yachts, aircraft, hedge fund… more
- JPMorgan Chase (Pembroke, MA)
- …+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or ... starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign...of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd… more
- JPMorgan Chase (Lowell, MA)
- …required training. + High school degree, GED, or foreign equivalent. + The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 ... adhering to banking policies, procedures, and regulatory requirements. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in … more
- JPMorgan Chase (Lowell, MA)
- …degree, GED, or foreign equivalent + Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 ... adhering to policies, procedures, and regulatory banking requirements **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in … more
- Federal Home Loan Bank of Boston (Boston, MA)
- …+ Knowledge of capital markets, financial theory and fixed income securities , especially mortgages and mortgage-backed securities , is required. + ... understanding of credit risk principles, financial statement analysis, and lending practices. + Direct experience analyzing depository institutions and/or insurance… more
- Charles Schwab (Hingham, MA)
- …asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion ... clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning +… more
- JPMorgan Chase (Boston, MA)
- …Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client ... judgment with the ability to multitask + FINRA Series 79, 63, 24, and Securities Industry Essentials licenses required or must obtain within 180 days of hire… more