1mo
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Consumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66)
Jacksonville or Hunt Valley or Lincoln or Fort Worth or Pennington or Chandler
$27-$29/hr OnsiteFull Time
1+ YOEHigh school diploma/GED required. Client-focused, strong computer and communication skills, self-motivated. Must be prepared to pass SIE, Series 7 and Series 66 licensing exams; 1+ year performance-based experience preferred.
2mo
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Investment Banking Consumer - Senior Associate / Vice President (New York, NY, US, 10019)
New York, New York, United States
$225k-$275k/yr OnsiteFull Time
3+ YOE3-4 years investment banking M&A experience; MBA desirable; strong Excel/PowerPoint; SIE/Series 63/79 required or willing to take exams.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, SIE, Series 63, Series 79
2mo
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Latin America Private Bank - Senior Client Service Associate
Houston or Jersey City
OnsiteFull Time
3+ YOESenior Client Service Associate in Latin America Private Bank; FINRA Series 7 and 63; SIE; fluent Spanish; 3+ years in investment management; college degree preferred.
FINRA Series 7, FINRA Series 63, SIE, Microsoft Office Suite
3mo
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Entry Level - Financial Advisor - NJ, Secaucus (3857)
Secaucus, New Jersey, United States
$33k/yr OnsiteFull Time
0+ YOEEntry-level financial advisor role requiring a bachelor’s degree or equivalent, plating for licensing in Life/Health, SIE, Series 7 and 66; must be eligible to work in the United States.
Life and Health Licensing, SIE, Series 7, Series 66
2mo
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Financial Advisor- East Meadow, Long Island
East Meadow, New York, United States
$79k-$118k/yr OnsiteFull Time
2+ YOE2+ years in financial advice/pricing and planning; SIE, Series 7, Series 63; Series 66 or equivalent; Bachelor's degree strongly preferred; strong communication and sales skills.
SIE, Series 7, Series 63, Series 66, Financial planning software
2mo
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Branch Banking Client Consultant II-Licensed
North Babylon, New York, United States
$18-$28/hr OnsiteFull Time
4+ YOEHigh school or equivalent; 4-5 years customer service and sales in financial services; NMLS; Life/Health licenses within 90 days; FINRA SIE, Series 6, and Series 63 or 66 within 90 days.
NMLS, SIE, Series 6, Series 63, Series 66
2mo
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Investment Banking and Capital Markets -Banker-Consumer and Business Services Associate
New York, New York, United States
$110k-$225k/yr HybridFull Time
Bachelor’s degree; financial modeling and M&A/ capital markets experience; Series 79/63/SIE licensing preferred.
3mo
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Financial Advisor - Bronx/Queens/Long Island
Queens or Long Island
HybridFull Time
0+ YOEBachelor’s degree or equivalent experience; FINRA SIE, life and health licenses (licensed role); background check and licensing verification.
FINRA SIE, Series 7, Series 66, Life Insurance License, Health Insurance License
2mo
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Shareholder Services Senior Analyst
New York City, New York, United States
$65k-$75k/yr HybridFull Time
Bachelor's degree; strong communication; detail-oriented; SIE, Series 6 and Series 63 licenses; ability to obtain Series 7.
4d
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Investment Banking Associate / VP - Financial Institutions Group (New York)
New York, New York, United States
$100k-$200k/yr OnsiteFull Time
3+ YOEBachelor's in Accounting, Business Administration, or Finance required; 3+ years experience; SIE required; strong analytical, communication, and policy knowledge.
2mo
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Investment Banking - Banker - Real Estate - VP - New York
New York City, New York, United States
$275k/yr OnsiteFull Time
6+ YOE6+ years investment banking experience in Real Estate; leadership; deal execution; MBA preferred; SIE/79/63 certifications.
Microsoft Office, Excel, Financial modeling
2mo
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Managing Director, ECM-Investment Banking (FINRA)-3
Ridgewood or Minneapolis
$200k/yr OnsiteFull Time
5+ YOE1+ MgmtBA required; FINRA SIE, 7, 63 and 79 licenses; 5+ years investment banking; Director-level experience; willingness to travel.
Excel, Word, PowerPoint, Outlook
1w
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Client Onboarding Associate / KYC
New York City, New York, United States
$68k-$95k/yr HybridFull Time
Bachelor's degree, familiarity with KYC/CIP and regulatory documentation, strong analytical and communication skills; FINRA SIE & Series 99 (or willingness to obtain).
Fenergo, IAPD, EDGAR, GLEIF, IHS Markit
2d
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Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Invest, Private Wealth Advisor, Associate - New York
New York City, New York, United States
$80k-$160k/yr OnsiteFull Time
Bachelor's degree, strong investment acumen, client relationship and business development skills; SIE, Series 7 and 63 to be obtained within three months.
2w
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Equity Research Associate - Biotech
New York, New York, United States
$160k/yr OnsiteFull Time
4+ YOEBA/BS, SIE and FINRA series (7,63,87,86 or waiver), 4+ years related experience, strong financial modeling, advanced communication and analytical skills.
3w
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Financial Services Representative -Plainview, NY
Plainview, New York, United States
$45k-$75k/yr HybridFull Time
Provide inbound customer support for accounts and transactions, study for and obtain SIE/Series 7/Series 66 licenses, strong customer service skills and coachability.
2mo
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Managing Director, ECM-Investment Banking (FINRA)-1
Ridgewood or Minneapolis
$200k/yr OnsiteFull Time
5+ YOEFive+ years in investment banking or capital markets; FINRA SIE, 7, 63 and 79 licenses; BA/BS required; travel ~50%; MBA preferred.
Microsoft Office
4mo
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Director Credit Sales
New York, New York, United States
OnsiteFull Time
5+ YOEFive years corporate bond market sales/institutional coverage; SIE, Series 7, 63; Bachelor's in Accounting/Finance/Business; MBA or CFA preferred.
Bloomberg, Word, Excel, PowerPoint
3w
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Financial Advisor
Wall Township, New Jersey, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, authorization to work in the US, licensing for life/accident & health and securities (SIE, Series 6,7,63) required; strong relationship-building and entrepreneurial skills.
2mo
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Digital Assets Operations Analyst
New York, New York, United States
$85k-$105k/yr OnsiteFull Time
Flow Traders: Provides liquidity and market making across global financial markets.
1+ YOEMinimum 1 year in Financial Operations; knowledge of Python and SQL; SIE; degree in Business/Math/CS or related field; strong communication and analytical skills.
Python, SQL
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