- BlackRock (New York, NY)
- …Proficient in Bloomberg/ Morningstar Direct/FactSet and ESG data providers a plus + BA/BS required; Series 7 , 63 preferred For San Francisco, CA and New York, NY ... Only the salary range for this position is USD$137,500.00 - USD$194,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a… more
- TD Bank (New York, NY)
- …**Education & Experience:** + Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics + Series 7 , 79 and 63 + 5- 7 Years of related ... experience **Who We Are** TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating… more
- City National Bank (New York, NY)
- … 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
- TD Bank (New York, NY)
- …& Experience:** + Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics + Series 7 , 79 and 63 + 3+ Years of related experience ... **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard… more
- Wells Fargo (New York, NY)
- …education + US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) ... sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + Brokerage client support experience + Administrative support experience in financial services + Experience interacting directly with customers + Intermediate Microsoft Office… more
- Wells Fargo (New York, NY)
- …Bachelor's degree in Finance, Economics, or a related field; MBA or advanced degree preferred. + Series 7 , 57, 63, 24 and 4 + Candidates must be an energetic ... self-starter who is detail oriented while possessing excellent communication and management skills + Candidate will be required to have a team-oriented mindset and work in close partnership with the various sales and trading teams and relevant support partners… more
- JPMorgan Chase (Rochester, NY)
- …experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7 , 66 and Insurance licenses required for position; unlicensed ... candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of investments, wealth… 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
- JPMorgan Chase (Pittsford, NY)
- …and investment industry, demonstrating a strong understanding of industry practices. + Valid and active Series 7 , 9/10 (or 4, 24, and 53), 66 (or 63/65) FINRA ... licenses, ensuring compliance with industry standards. + Valid and active Life, Health, and Long Term Care Insurance license, or must be obtained within 60 days of starting in the role. + Strong critical thinking and analytical skills, with the ability to… more
- TD Bank (Melville, NY)
- …candidates: 3+ years of experience working with TD's client platforms required + Series 7 , 63/65 or 66 registrations required. Candidates may be considered ... should they have at least one of the required registrations. If hired, candidate will need to acquire all licensing within a defined period outlined at the time of hire + Knowledge of investments, banking and credit products preferred + A self-starter, ability… more