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
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.
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.
6d
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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
3mo
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Merrill Performance Coach
New York or New York or Peachtree City or Boston or Deer Park or Alpharetta or Carmel or Mount Laurel or Paramus or Pennington or Toms River or Dallas or Cincinnati or Charlotte or Century City or Saint Helena or White Plains
$140k-$207k/yr HybridFull Time
10+ YOE10+ years coaching/consulting in wealth management; senior leader coaching; travel 40%; SIE and Series 7 or ability to obtain.
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
4d
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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.
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
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
2mo
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Client Service Operations Manager, Neuberger Wealth
New York, New York, United States
$115k-$125k/yr OnsiteFull Time
10+ YOE10+ years in private wealth ops or client service; SIE, Series 7, 66; bachelor’s degree; process improvement; risk management; cross-functional collaboration.
CRM systems, Microsoft Office, Workflow/operational platforms
1w
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Financial Services Representative -Garden City, NY
Garden City, New York, United States
$45k-$75k/yr HybridFull Time
Provide inbound customer support, prepare for and obtain SIE/Series 7/Series 66 licenses, strong customer service and communication skills, coachable and eager to learn.
1w
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Associate Equity Research - Transportation, Logistics & Services
New York, New York, United States
$110k-$150k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–2 years research experience preferred, understanding of stocks and accounting, strong Excel and communication skills; required to study for SIE, Series 86 and 87.
Microsoft Excel
1mo
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Investment Banking Debt Advisory & Restructuring Associate
New York, New York, United States
$170k-$190k/yr OnsiteFull Time
Experience in restructuring investment banking, strong quantitative and qualitative analysis, exceptional communication, leadership, and ability to lead transaction execution; FINRA SIE, Series 79 and 63 required.
2mo
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Account Manager, Prime Services Future and Derivatives Clearing, Assistant Vice President
New York, New York, United States
$99k-$148k/yr OnsiteFull Time
3+ YOE3-5 years in Futures/OTC Clearing and/or FX Prime Brokerage; cross-product knowledge; FINRA SIE, 3, 7, 63; willing to travel; risk awareness.
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