- Bank of America (New York, NY)
- …in a dynamic, fast-paced and collaborative work environment. + FINRA registered representative with Series 7 & 66 required. + MS, MBA and/or CFA are desirable ... but not required. **Skills:** + Analytical Thinking + Customer and Client Focus + Financial Forecasting and Modeling + Financial Management + Risk Management + Causation Analysis + Client Management + Market Analysis + Presentation Skills + Relationship… more
- Motion Recruitment Partners (New York, NY)
- …English. * Time management skills. **Desired Skills & Experience** * FINRA registrations (eg, Series 7 , 55, 63). * Experience or comfort with EDGAR filings and ... regulatory documentation is ideal. **What You Will Be Doing** * Use hands-on experience with trading systems to support the operations, compliance, and governance of the company's Alternative Trading System (ATS). * Will produce and reconcile performance… more
- Broadview FCU (Albany, NY)
- …or equivalent experience. Licenses required: NYS Life , Accident & Health Insurance, and NASD Series 7 and 66 (or 63 & 65 ) licenses. Work toward obtaining ... advanced financial designation. CFP designation preferred. + Excellent mathematical ability + Excellent computer skills, including knowledge of spreadsheets + Excellent communications ability, both oral and auditory + Excellent interpersonal skills + Ability… more
- JPMorgan Chase (New York, NY)
- …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 effectively with… more
- Bank of America (New York, NY)
- …or independently + Ability to represent the firm professionally with internal and external contacts + Series 7 and 63/65 or 66 preferred at time of hire, or must ... be able to obtain within 120 days of start date **Desired Qualifications:** + BS / BA degree + Knowledge of Excel, Word, and PowerPoint programs + Knowledge of Salesforce and Tableau + Experience with alternative investments + Completion of or progress toward… more
- City National Bank (New York, NY)
- …generation and organization experience * 1 to 2 years to complete licensing: Series 7 , 66 * Master financial modeling system *Compensation* Starting base ... salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. **To be considered for this position you must meet at least these basic qualifications* The preceding… more
- City National Bank (New York, NY)
- …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 with knowledge in… more
- Siebert Williams Shank (New York, NY)
- …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 + Enthusiasm… more
- Citigroup (New York, NY)
- …a high proficiency in Excel and PowerPoint + Must be able to obtain the Series 7 , 63 **Job Family Group:** Product Management and Development **Job Family:** ... Product Management **Time Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary Range:** $200,000.00 - $300,000.00 In addition to salary, Citi's offerings may also include, for eligible employees,… more
- Guardian Life (New York, NY)
- …and/or alternative investments + Bachelor's degree or equivalent work experience + Series 7 , 65/66 required; professional designations (CIMA, CFP, CPWA) a ... plus + Strong relationship and consultative management skills + Excellent presentation skills, articulate, polite, confident, able to establish relationships with the Field, including GAs, Investment Specialists, FRs, MDs, and Home Office personnel.… more