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Series 7 Jobs in New York State

1 - 15 of 27
1 - 15 of 27
Search Results - Series 7 Jobs in New York State
Charles Schwab-Buffalo
in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications:  •  A valid and active FINRA Series 7 license required  •  Obtaining or acquiring FINRA Series 66 (63/65) license and Life...
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2 similar jobs: New York, Rochester
JP Morgan Chase-New York
with BloombergStrong MS Office skills (Word and PowerPoint)FINRA Series 7 and Series 63 (or ability/willingness to obtain)...
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jobvertise.com -
Citigroup Inc.-New York
institution(s)  •  Consistently demonstrates clear and concise written and verbal communication  •  Demonstrated ability to remain unbiased in a diverse working environment  •  Series 7, 79 and 63 licenses within 150 days of joining. Education  •  Bachelor’s...
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appcast.io -
RK Partners-Albany
can focus on activities that get results. Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. Responsibilities  •  Prospecting...
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talentnest.com -
Citigroup Inc.-New York
preferred  •  Basic understanding of investment and financial planning strategies preferred  •  Must be a self-starter, problem solver and a goal-oriented team player able to work without direction  •  Securities Industry Essentials – SIE - Active Series 7, 66...
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appcast.io -
JP Morgan Chase-New York
skills (Excel/PowerPoint/Word) and familiarity with market/trading tools (e.g., Bloomberg or comparable systems)* Series 7 and 63 required...
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jobvertise.com -
Goldman Sachs Bank AG-New York
to engage effectively with clients, advisors, and senior leadership.  •  Highly collaborative, with a track record of driving results across matrixed organizations.  •  Series 7, 63, and SIE required (or must be obtained within 4 months). Salary and Benefits...
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appcast.io -
New York
Bachelor’s degree in Finance, Economics, Accounting, or related field  •  0-2 years of relevant experience in investment analysis or portfolio support  •  Series 7 and 66 preferred, or willingness to obtain if not already licensed Skills:  •  Great communication...
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rockco.com -
CFA Institute-New York
and procedures.  •  Strong understanding of trading procedures and broader regulatory and financial concepts.  •  Series 7, 63, and 55 licenses required.  •  Strong quantitative analysis, technology and financial analysis skills.  •  Strong risk management skills...
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appcast.io -
New York
for:  •  Bachelor’s degree required  •  1-2 years of work experience in finance or accounting preferred  •  Series 7, 63, 86 and/or 87 a plus, but not required  •  Passion for the markets, a plus  •  Excellent research, writing, communication, and organization skills...
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sig.com -
New York
experience within financial industry, or equivalent experience, preferred  •  Series 7 & 66 strongly preferred, and if not, willing to obtain  •  BA/BS degree Skills:  •  Strong client facing, interpersonal, organizational, and client service skills...
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rockco.com -
Kingston (NY)
and services, and creating a lifelong financial relationship. Responsibilities:  •  Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources...
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hvcu.org -
New York
or accounting and valuation services  •  Preferred: Capabilities within computer science, programming, data analysis Licenses & Credentials:  •  Minimum Required: Series 7 & Series 66 (or 65 and 63) within 12 months of hire Systems & Technology:  •  Proficient...
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icims.com -
New York
years of (analytical) work experience in such fields as finance/accounting and/or engineering.  •  Prior equity research (sell/buy side) a plus  •  Knowledge of the technology sector (Hardware, Software, Internet), a plus  •  Series 7, 63, 86 and/or 87 a plus...
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sig.com -
Michael Page-New York
of compliance experience within an investment adviser, asset management, or broker-dealer environment.  •  Strong understanding of U.S. securities regulations impacting investment advisers and broker-dealers.  •  Series 7 and Series 63 licenses required...
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michaelpage.com -
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