- JPMorgan Chase (New York, NY)
- …experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7 , 66 and Insurance licenses required for position; unlicensed ... both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an… more
- Citigroup (New York, NY)
- …BA or BSc in Finance, Economics, Engineering or related fields. * Required to obtain Series 7 , 66 or 63 and 65. **Desirable:** * Previous investments experience ... and customizing it to the needs of the end client for their situation. The strategy adopted by the...The team is responsible for three key areas: * Client Analytics (provision of client -specific analytics and… more
- Truist (New York, NY)
- …enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Licenses: Series 7 , 79, 63 3. 7 -10 years of related work ... drive the business growth. 2. Leads support work, business development and/or product/ client relationship management. 3. Assists in the generation of ideas and… more
- Capital One (New York, NY)
- …+ Strong quantitative background to support data-informed decision making. + Designations including Series 7 / 63 License or Chartered Financial Analyst (CFA) ... platform and technology solutions based on your comprehensive understanding of our client , capital markets operations, and sound risk management practices. + Work… more
- TD Bank (New York, NY)
- …& Experience:** + Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics; + Series 7 , 79 and 63 + 0-3 years of related experience ... market positioning and issuance, and investor communication strategies. Our client -first, solutions-oriented, and product agnostic approach drives high quality… more
- BlackRock (New York, NY)
- …relevant field; relationship management or sales experience. + BA/BS degree required. + NASD series 7 , 63 and 65 securities licenses (or 66) required. + Clean ... this role** **Job Description:** BlackRock's US Wealth Advisory business services $2T+ in client assets and is responsible for the distribution of active and index… more
- HSBC (New York, NY)
- …good time management; can carry out a number of different tasks concurrently + FINRA: SIE, series 7 , 24, 63 and 79 In compliance with applicable laws, HSBC is ... developing coverage bankers to maximize performance and positively impact client outcomes + The role is client and market facing. As such it requires the role… more
- Bank of America (New York, NY)
- …work environment. + MS, MBA and/or CFA are desirable + FINRA registered representative with Series 7 & 63 required at time of hire or within 120 days ... provide advice on portfolio hedging and positioning based on client 's objectives and risk tolerance; and engage in the...+ Acts as the senior product representative on a client team and is solely responsible for all product… more
- Wells Fargo (New York, NY)
- …management experience + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 24 examinations (or FINRA recognized equivalents) ... Banking, Lending & Trust center of excellence is a client centric, channel-agnostic center of excellence designed to: +...excellence designed to: + Shorten the distance between the client request and the product or service delivery +… 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 ... FA. They will understand investment methodologies, operational processes and client services that CNR provides. WHAT WILL YOU DO?...to FA's and CPA's * Collect and organize incoming client investment statements as submitted by independent FA *… more