- Bank of America (New York, NY)
- …Ability to manage and execute multiple projects + Excellent written and verbal communication skills + 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:** + 8+ years of general financial industry experience with preference of strong alternative experience, within private equity origination or deal sourcing + Bachelor's degree… more
- Bank of America (New York, NY)
- …Office **Required Qualifications** : * Degree from a competitive university in a quantitative field. Series 7 & 66 or ability to obtain within 120 days. * Proven ... ability to think on your feet, adapt quickly to change, and take initiative * Strong problem-solving skills and a passion for learning and acquiring new knowledge * Excellent communication skills, both written and verbal, with the ability to articulate… more
- Citigroup (New York, NY)
- …under tight deadlines + Excellent verbal and written communication skills + FINRA Series 7 and 66 preferred **Education:** + Bachelor's/University degree or ... equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Onboarding **Time Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary Range:** $78,320.00 - $109,280.00 In… more
- SMBC (New York, NY)
- …resolved. + Must be well organized with project management skills. + BA/BS required. Series 7 , 79 a plus. SMBC's employees participate in a Hybrid workforce ... Firm. **Qualifications and Skills** Critical Job Knowledge and Core Competencies/Skills: + 4- 7 years of regulatory and/or advisory compliance experience at a broker… more
- Bank of America (Buffalo, NY)
- …development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations ... required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's… more
- JPMorgan Chase (New York, NY)
- …and strong decision-making capabilities. Preferred qualifications, capabilities, and skills: + Series 7 and 63 licenses required; additional certifications are ... a plus. + Advanced degree (MBA, CFA) strongly preferred. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional… more
- Guardian Life (New York, NY)
- …+ 3 or more years of extensive industry experience + Securities license preferred ( Series 7 or 6) + Knowledge of retail client onboarding/new account process, ... and advisory products + Possess a high degree of self-confidence, work independently and have rapid decision-making ability. Must demonstrate strong and analytical and organizational skills. + Demonstrate ownership and follow through when reviewing workflows,… more
- JPMorgan Chase (New York, NY)
- …managing a team. + Ability to work in a fast-paced, high-pressure environment. + Series 7 and 63 licenses required; JPMorganChase, one of the oldest financial ... institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and Chase brands. Our history spans over 200 years and… more
- JPMorgan Chase (New York, NY)
- …+ Ability to work collaboratively in a fast-paced environment + Bachelor's degree + Series 7 , 63, 24 **Preferred qualifications, capabilities and skills** + MBA ... preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- JPMorgan Chase (New York, NY)
- …Qualifications, Capabilities, Skills** + Bachelor's degree required; MBA or CFA preferred + Series 7 , 66 and Insurance licenses required for position; unlicensed ... candidates considered, but required to obtain licenses within 90 days of start date + Ten plus years' experience in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit,… more