- JPMorgan Chase (New York, NY)
- …and interest in real estate investment management. + Proficiency in PowerPoint and Excel. + Series 7 and Series 3 certifications required (or willingness to ... obtain). 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
- Kestra Financial (Wappingers Falls, NY)
- …experience in the independent financial services culture preferred Certificates, Licenses, Registration + Series 7 and 63 required + Series 65/66 preferred: ... This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential Duties and Responsibilities + Supports Lead Advisor including… more
- Citigroup (New York, NY)
- …Relevant experience in Capital financial industry; compliance/supervisory/business risk experience preferred + FINRA Series 7 , 66 (63/65), 24 and 31. Series ... 9/10 also preferred + Knowledge of Bank and Broker-Dealer businesses, regulatory requirements and related policy + Knowledge of Investment products including complex products (Alternatives, Structured Notes and Derivatives) + Ability to assess and balance… more
- Citigroup (Huntington, NY)
- …Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. + Must meet ALL US FINRA Registration requirements within ... 150 days of starting in the role. + Insurance Group 1 required. + Must obtain within 120 days of meeting all US FINRA Registration requirements if not already held. + This position requires the employee to register as a mortgage loan originator with the… more
- Citigroup (New York, NY)
- …(investment memos), and Microsoft PowerPoint (presentations). + Securities Industry Essentials Exam (SIE), Series 7 , Series 66 required **Job Family Group:** ... Private Client Product Services **Job Family:** Investment Manager Research **Time Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary Range:** $192,000.00 - $288,000.00 In addition to salary, Citi's… more
- JPMorgan Chase (New York, NY)
- …years of trading experience is required. No exceptions. + Undergraduate degree + SIE, Series 7 , Series 63 required + Strong interpersonal and communication ... skills + Interest in markets and macro products + Ability to take direction and constructive feedback, while meeting time sensitive deadlines on a daily basis **Preferred qualifications, capabilities and skills:** + Undergraduate technical/STEM degree + Basic… more
- Edward Jones (Syracuse, NY)
- …in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial ... services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or… more
- Neuberger Berman (New York, NY)
- …creation, coordination, and completion of client reporting **Experience and Skills Qualifications:** + SIE, Series 7 , and Series 66 required + 2-4 years of ... client service or support experience in the financial services industry preferred + Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) + Familiarity with Charles River, Salesforce, and FactSet, is a plus + Strong interpersonal, client service,… more
- JPMorgan Chase (New York, NY)
- …related roadshows **Required qualifications, capabilities, and skills:** + Bachelor degree required. + SIE, Series 7 and Series 63 are required. + Minimum ... 3-5 years experience in CLO's. + High level of attention to detail + Excellent verbal and written communication skills . + Ability to effectively present complex information to clients, investors, and internal stakeholders. + Strong understanding of the… more
- Equitable (Melville, NY)
- …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... track record of success and accomplishment + **Communication Skills** : excellent interpersonal and communication abilities with strong self-confidence + **Mindset** : entrepreneurial spirit with a desire to positively impact others' lives + **Collaboration**… more
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