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Account Executive: Strategic Partnerships

FORA FINANCIAL
New York, NY
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Fora Financial is a technology enabled, leading provider of flexible ...
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About the job:
financing to small and medium sized businesses. Since our inception in 2008, we have supported more than 55,000 merchants nationwide with over $4 billion of capital used for a variety of purposes, from funding everyday operating expenses to managing cash flow gaps to facilitating business expansion, and much more. Leveraging our proprietary technology, Fora Financial is able to deliver capital to our customers via a streamlined and simple process that can be completed in as little as 24 hours, compared with the weeks or even...
Location:
New York, NY
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
7
Graphic Literacy
5
Workplace Documents
5
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Detailed Job Information

Cash Equities Sales Trader

HSBC PRIVATE BANK
New York, NY
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HSBC is looking for a highly experienced individual to join its New York ...
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About the job:
based Equities Sales Trading team within the Global banking & Markets division. In this client facing role the candidate will be expected to push the firm’s global strategy with our US client base while working with a highly dynamic team of experienced professionals. The role will include the execution of US-based Hedge Funds with equities mandates, advising clients on market news and events and liaising with our local offices across our global footprint. It would be expected that candidates for this role would come with...
Location:
New York, NY
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
FINRA Series 7
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Wealth Management Senior Relationship Manager - Manhattan

Fidelity Investments
New York, NY
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For you, client interactions aren’t just transactions. They’re relationships ...
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About the job:
that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager. The Expertise We’re Looking For - Series 7, 63 & 65 and Life Insurance licenses are required - Five or more years of customer service experience in the Financial Services industry - Bachelor’s Degree preferred The Purpose of Your Role You are providing the highest level of customer service to Fidelity’s most sophisticated and highest net worth client. Through frequent communication and collaboration, you are a...
Location:
New York, NY
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
FINRA Series 7
FINRA Series 65
State insurance license
FINRA / NASD Series 63
Financial Industry Regulatory Authority
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Summer 2024 Financial Representative Intern (Ne…

Northwestern Mutual
New York, NY
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Responsibilities Financial Representative Interns at Northwestern Mutual ...
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About the job:
help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people’s lives by helping them achieve financial freedom. Here, hard work pays off! Our...
Location:
New York, NY
Job Type:
Full-Time
Internship
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
Certified in Long Term Care
State insurance license
FINRA / NASD Series 63
FINRA / NASD Series 6
Certified Financial Planner
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Sr. Sales Specialist - Risk Intelligence

London Stock Exchange Group
New York, NY
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The Sales Specialist will initiate and build relationships with potential ...
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and existing clients. The focus will be on strategically identifying and developing new business within Corporates. This is done by penetrating new markets and targeting new prospects while also growing sales with existing clients. The best fit for this role is an experienced sales hunter. Essential Duties & Responsibilities: Create and maintain strong long-term relationships with clients, prospective clients, lead The Sales Specialist will initiate and build relationships with potential and existing clients. The focus...
Location:
New York, NY
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
High school diploma or equivalent
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
5
Graphic Literacy
5
Workplace Documents
5
apply
Detailed Job Information

SBL Lending Associate

Citizens Financial Group
New York, NY
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Description The Lending Associate (LA) role is part of a newly formed ...
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About the job:
sub-team within Wealth Credit Services (WCS) – SBL Sales & Product. The role supports Advisor, Banker, and Client-facing teams for Wealth Credit Services’ Securities Based Lending (SBL) product primarily focused on Citizens Private Wealth (CPW) and Citizens Private Bank (PB). This growing team will provide CPW and PB SBL sales support application processes across multiple business lines. Investment Team acquisition opportunities (“lift-outs”) and related activities will be a critical focus for this group as Wealth...
Location:
New York, NY
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Business Development Representative (BDR)

YourStake
New York, NY
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YourStake - Company site 2 days ago New York, NY As a BDR, you will play a ...
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Summary
About the job:
crucial role in expanding our client base by focusing on sales to Registered Investment Advisors (RIAs). We’re a small, remote-first team that values curiosity, integrity, and diversity. You’ll have lots of freedom to choose your tools and approach, and your work will have a major impact on the business from your first day forward. Responsibilities: – Proactively reach out to RIAs and introduce them to YourStake’s innovative sustainable investing platform – Develop and maintain strong relationships with prospective...
Location:
New York, NY
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
High school diploma or equivalent
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
5
Graphic Literacy
5
Workplace Documents
5
apply
Detailed Job Information

Wealth and Personal Banking Generalist Intern…

HSBC
New York, NY
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Responsibilities For: Penultimate year undergraduates Duration: 10 Weeks ...
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About the job:
Areas: Wealth and Personal Banking **Start date:**June 2024 onwards Overview Get an immersive introduction to Wealth Management, Personal Banking, and Insurance. Learn how to develop products and propositions that deliver digitally personalized customer experiences. What you’ll do You’ll get a variety of exposure to the different Head Office teams in our Wealth Management, Personal Banking, and Insurance businesses. These are strategic teams such as the Chief Operating Office, Digital Transformation, Product Development...
Location:
New York, NY
Job Type:
Full-Time
Internship
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

SMB Account Executive (Fundera)

NerdWallet
New York, NY
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Fundera, at NerdWallet, is the go-to financial resource for small ...
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About the job:
businesses. We’re here to help entrepreneurs achieve their financial goals and grow businesses as big as their aspirations. As a catalyst for smart financial decisions, our combination of proprietary technology and financial expertise provides business owners with tailored solutions based on their unique needs and eligibility—helping them prosper, create more jobs, and, ultimately, grow the economy. Our Account Executive will be essential in providing the highest level of service to our small business customers, to understand...
Location:
New York, NY
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
Certified Financial Planner
Workkeys
Applied Math
5
Graphic Literacy
5
Workplace Documents
5
apply
Detailed Job Information

Private Client Banker - Broadway and 96th St - New York, NY

JPMorgan Chase & Co.
New York, NY
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External Description Str : You have an obsession for taking care of our ...
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Summary
About the job:
customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point...
Location:
New York, NY
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
FINRA / NASD Series 6
Nationwide Mortgage Licensing System
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information
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