- 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 ... Advisors to provide advice on portfolio hedging and positioning based on client 's objectives and risk tolerance; and engage in the structuring, origination,… 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 ... as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across the value...+ Completion of or progress toward CFA/CAIA **Skills:** + Client Management + Client Solutions Advisory +… more
- JPMorgan Chase (New York, NY)
- …well under pressure + Strong knowledge of Bloomberg, Microsoft Excel, Word and PowerPoint + FINRA Series 7 and 63 licenses are required for the role, but can be ... you will be required to be both market and client facing. Your role here also requires execution, technical...in daily functions of the desk + Provide comprehensive client coverage, including fulfilling client requests for… more
- JPMorgan Chase (New York, NY)
- …working with clients to complete/correct **Required Qualifications, Capabilities, and Skills** + Series 7 , 66 and Insurance licenses required for position; ... Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues… more
- JPMorgan Chase (New York, NY)
- …numbers + Adaptable, innovative, and results oriented, with excellent teamwork skills + Series 7 & 63 **Preferred qualifications, capabilities and skills** + ... including positioning, analytics and performance results + Creating and maintaining client presentations, marketing, performance commentary, and other client … more
- Scotiabank (New York, NY)
- …and system upgrades to improve processes and increase efficiencies **What You'll Bring** + FINRA Series SIE, 7 and 63 + 6+ years of experience in structured ... the origination and distribution of cross-asset structured notes to a diverse client base, including private banks, broker dealers and RIAs. The ideal candidate… 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 ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Citigroup (New York, NY)
- …relationships preferred + Must have or be able to obtain required licenses including Series 3, 7 , 55 and 63 **Education:** + Bachelor's degree/University degree ... + Refine and implement sales/marketing strategy to improve Citi's client footprint and maximize associated revenue while working with management/colleagues… 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 ... exceptional analytical skills, and the ability to cultivate and maintain senior-level client relationships. **Job Summary:** As an Executive Director for our High… more
- TD Bank (New York, NY)
- …+ Strong knowledge of MS Office Excel, Word, and PowerPoint a plus + SIE and/or Series 7 , 63 a plus. **Inclusiveness** At TD, we are committed to fostering an ... risk and deliver world class service to our global client base. They provide operational support and control functions...The Fixed Operations team strives to create efficiency, improve client service levels and reduce operational risk. If you… more