- TD Bank (New York, NY)
- …controls, processes enhancements, investment platform, and wealth products experience required + Series 7 , 24, 66 (or equivalent) FINRA Registrations + ... Comprehensive knowledge of financial management, retirement solutions and investments required + Financial and professional designations required + Management experience preferred + Ability to negotiate, manage relationships and influence across Business Lines… more
- BlackRock (New York, NY)
- …designations such as CFA Charter preferred + Has, or is willing to obtain, the Series 7 , 63, and 3 licenses **Competencies:** The ideal candidate will possess ... team members and contribute to the staff's overall development. **Qualifications:** + 7 + years of established track record in institutional relationship management +… more
- BMO Financial Group (New York, NY)
- …understanding of trading procedures and broader regulatory and financial concepts. + Series 7 , 63 licenses required. + Strong quantitative analysis, technology ... work or accountabilities may be assigned as needed. **Qualifications:** + Typically 7 + years of relevant experience and post-secondary degree in related field of… more
- Truist (New York, NY)
- …individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Licenses: Series 7 , 79, and 63 3. Proven analytical ability and attention to ... a fast-paced, team-oriented environment 6. Strong written and oral communication skills 7 . 1 year of related work experience since graduation from an undergraduate… more
- Truist (New York, NY)
- …enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Licenses: Series 7 , 79, 63 3. 7 -10 years of related work ... and interns) by assigning and overseeing their day-to-day work. 7 . Manages highly complex financial and investor analyses, pitch-book...Qualifications:** 1. MBA degree, with a Finance focus 2. 7 -10 years of related work experience 3. 2-4 years… more
- Truist (New York, NY)
- …enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Licenses: Series 7 or 79, 63 3. 6 years of related work experience 4. ... models involved in transactions 6. Strong organizational and leadership skills 7 . Advanced skills in written and oral communications, and interpersonal relationship… more
- Truist (New York, NY)
- …enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Licenses: Series 7 or 79, 63 3. 6 years of related work experience 4. ... models involved in transactions 6. Strong organizational and leadership skills 7 . Advanced skills in written and oral communications, and interpersonal relationship… more
- KeyBank (Tarrytown, NY)
- …and business development experience with proven results required **Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified ... Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified… more
- JPMorgan Chase (New York, NY)
- …travel required + 4-year degree required; MBA, CFA, CIMA a plus. + FINRA Series 7 , 63. JPMorganChase, one of the oldest financial institutions, offers innovative ... 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)
- …additional languages preferred + Must be able to obtain the following licenses: Series 7 , 63 **Education:** + Bachelor's degree/University degree or equivalent ... and escalating, managing and reporting control issues with transparency. **Qualifications:** + 7 + years of sales experience + Experience in a client-facing role… more