- 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 + ... 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel -...+ Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous… more
- Raymond James Financial, Inc. (New York, NY)
- …+ SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 or ability to obtain within 6 months, depending on assigned ... of autonomy, uses extensive knowledge and skills obtained through education , experience or certification to develop affiliations with advisor...functional area. ** Travel Required:** Yes, 30-50 % of the… more
- BlackRock (New York, NY)
- …Proficient in Bloomberg/ Morningstar Direct/FactSet and ESG data providers a plus + BA/BS required; Series 7 , 63 preferred For San Francisco, CA and New York, NY ... support the Sustainable and Transition ETF segment through client engagement and education , content and thought leadership, product management, data & analytics, and… more
- Research Foundation CUNY (New York, NY)
- …NYCPS students annually. CUNY and New York City Public Schools - the two largest education systems of their kind in the country - are deeply connected by the ... environments and follows a hybrid work schedule: 70% in-person ( 7 days) and 30% remote (3 days) during each...with RFCUNY policies and applicable laws + Ability to travel to schools and other CUNY sites as needed… more
- Neuberger Berman (New York, NY)
- …Microsoft PowerPoint and Excel; experience with Bloomberg/Factset/MorningStar Direct preferred + Series 7 and 66 exams preferred \#LI-JG3 \#LI-Hybrid ... of third party products and strategies utilized within NB Private Wealth + Education of Investment Strategy Team, Wealth Advisory and NB Trust Company on all… more
- Principal Financial Group (New York, NY)
- …relationship representative highly preferred + FINRA licensing, including the SIE or equivalent, series 7 , 63 required or ability to obtain **Skills That Will ... demonstrated ability to build strong cultural and partnerships with dynamic organizations. Travel is required. This could be around 50% depending on where you… more
- Neuberger Berman (New York, NY)
- …Aladdin Wealth, Charles River, client reporting, and portfolio accounting systems is a plus. + Series 7 and 66 licenses are a plus (or willingness to obtain). ... based on several factors including, but limited to, relevant education , qualifications, certifications, experience, skills, seniority, geographic location, business… more
- Bloomberg (New York, NY)
- …specific expertise to help deliver solutions to our clients **You will need to have:** -SIE, series 7 and 63 expected to be obtained within the first 3 months if ... presentation, relationship building and communication skills -The ability for regular travel -4+ years of Electronic Trading experience Salary Range = 145000… more
- Principal Financial Group (New York, NY)
- …and energy + Strategic and tactical as well as attention to ongoing details + Series 7 & 63, Life Insurance certification required within 90 days of employment ... US and Canada. + Must have the ability to travel , approximating 50% of the time **Skills That Will...roles will be based upon geographic location, work experience, education , licensure requirements and/or skill level and will be… more
- First Horizon Bank (New York, NY)
- …OFFICE EQUIPMENT SKILLS:** + Microsoft Office suite **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc):** + Preferred **Hours** : + ... support and retention for Treasury Management clients. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + ** Travel required up to 50%** + Work under the direction of the… more