- TD Bank (New York, NY)
- …& Experience:** + Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics. + Series 7 and 63 + 5- 7 Years of related experience ... + Must be detail oriented and possess problem-solving skills + Must be able to work independently with minimal supervision and establish priorities + Proficient in interpersonal communication (both oral and written), and have the ability to communicate… more
- TD Bank (New York, NY)
- …capacity (ie track record of high client satisfaction and retention) required + Securities Licensed: Series 7 , 63 + 65 or 66 + Understanding of HNW client needs ... and products and services available to clients within the segment + Consultative sales experience preferred + Ability to establish relationships and partner effectively with other departments within TD Wealth and TD Bank, America's Most Convenient Bank +… more
- Citigroup (New York, NY)
- …and verbal communication skills + Proficient in Word, PowerPoint, and Excel + Series 7 and 63 preferred **Education:** + Bachelor's degree/University degree in ... Finance or closely related areas **Job Family Group:** Institutional Trading **Job Family:** Trading **Time Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary Range:** $175,000.00 - $250,000.00 In… more
- Citigroup (New York, NY)
- …team player able to work without direction + Securities Industry Essentials - SIE, Active Series 7 , 66 (or 63 and 65) licenses + Group 1 Insurance License ... + This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their… more
- Neuberger Berman (New York, NY)
- …highly collaborative and demanding environment *Ability to identify and address operational risk issues * Series 7 and 66 required or the ability to attain within ... six months of start-date *Bachelor's Degree \#LI-MW1 \#LI-Hybrid Compensation Details The salary range for this role is $90,000-$115,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We… more
- JPMorgan Chase (New York, NY)
- …the Latin America North Market * Spanish fluency oral and written required * Series 7 , 66 licenses required for position; unlicensed candidates considered, but ... required to obtain licenses within 90 days of start date * Available to travel internationally to serve off-shore international clients * Strong community presence with an established network * Experience or demonstrated understanding of investments, wealth… more
- Citigroup (New York, NY)
- …or higher in Computer Science, Math Finance, Engineering or a related field + Series 7 , 57, 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
- Citigroup (New York, NY)
- …control issues with transparency. **Qualifications:** + 1-3 years of relevant experience + Series 7 , 79 and 63 licenses + Consistently demonstrates clear and ... concise written and verbal communication skills + Ability to work under pressure in a rapidly changing environment in order to meet deadlines **Education:** + Bachelor's degree/University degree This job description provides a high-level review of the types of… more
- JPMorgan Chase (New York, NY)
- …conduct **Required Qualifications, Capabilities, and Skills** + 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 + Capital markets or institutional brokerage experience + Ability to multi-task and manage priorities effectively + Excellent communication skills + Strong… more
- Neuberger Berman (New York, NY)
- …or related experience in the financial services industry. + An undergraduate degree and Series 7 and 66 licenses (required within the first 180 days). + ... Additional certifications such as MBA, CFA, CFP, or CIMA are beneficial but not required. + Proficiency with Microsoft Office and prior CRM experience preferred, particularly with Salesforce. + Broad knowledge of Wealth Management, financial products, and… more