Talent.com
PA Licensed Investment Officer

PA Licensed Investment Officer

VirtualVocationsJamaica, New York, United States
1 day ago
Job type
  • Full-time
Job description

A company is looking for an IBD Investment Officer responsible for selling investment securities to institutional clients.

Key Responsibilities

Sell investment securities to assigned correspondent bank or non-bank institutional clients

Partner with the sales team to expand existing customer relationships

Support business development efforts through various outreach methods, including phone calls and presentations

Required Qualifications

Bachelor's Degree in a relevant field or four additional years of relevant work experience

NASD Series 7 & 63, or MSRB 52 certification

Create a job alert for this search

Investment Officer • Jamaica, New York, United States

Related jobs
  • Promoted
Associate Principal, Payer Partnerships

Associate Principal, Payer Partnerships

VirtualVocationsYonkers, New York, United States
Full-time
A company is looking for an Associate Principal, Payer Partnerships.Key Responsibilities Manage long-term health plan partnerships with major US health plans Navigate contract strategy and reneg...Show moreLast updated: 3 days ago
  • Promoted
CPA Licensed Controller

CPA Licensed Controller

VirtualVocationsYonkers, New York, United States
Full-time
A company is looking for a Controller to oversee financial reporting and ensure compliance with accounting standards.Key Responsibilities Manage financial reporting and ensure accuracy of financi...Show moreLast updated: 30+ days ago
  • Promoted
Financial Consultant - Fairfield, CT

Financial Consultant - Fairfield, CT

Fidelity InvestmentsFairfield, CT, US
Full-time
With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you.Join a team that also invests in you with key product and service offerings, sophisticat...Show moreLast updated: 5 days ago
  • Promoted
California Licensed Tax Director

California Licensed Tax Director

VirtualVocationsJamaica, New York, United States
Full-time
A company is looking for a Tax Director - Mergers and Acquisition.Key Responsibilities : Lead tax structuring and planning for M&A transactions Oversee tax due diligence and risk assessments for ...Show moreLast updated: 30+ days ago
  • Promoted
State Licensed Investment Officer

State Licensed Investment Officer

VirtualVocationsBronx, New York, United States
Full-time
A company is looking for an IBD Investment Officer responsible for selling investment securities to institutional clients. Key Responsibilities Sell investment securities to assigned correspondent...Show moreLast updated: 3 days ago
  • Promoted
CPA Licensed Senior Accountant

CPA Licensed Senior Accountant

VirtualVocationsJamaica, New York, United States
Full-time
A company is looking for a Senior Accountant - Big 4 Consultant.Key Responsibilities Prepare and post monthly journal entries and oversee the general ledger Produce monthly and quarterly financi...Show moreLast updated: 30+ days ago
  • Promoted
CPA Licensed Global Controller

CPA Licensed Global Controller

VirtualVocationsJamaica, New York, United States
Full-time
A company is looking for a Vice President, Global Controller.Key Responsibilities Oversee all accounting functions, ensuring accuracy in financial reporting and compliance Develop scalable finan...Show moreLast updated: 1 day ago
  • Promoted
Commercial Leasing Director

Commercial Leasing Director

Building and Land TechnologyStamford, CT, United States
Full-time
We are seeking an accomplished and strategic.The Director will lead leasing efforts, foster strong tenant and broker relationships, and provide critical insights to senior leadership to help shape ...Show moreLast updated: 10 days ago
  • Promoted
Tax Director - National Tax Office (JD Required)

Tax Director - National Tax Office (JD Required)

EisnerAmperMelville, NY, United States
Full-time
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 30+ days ago
  • Promoted
CPA Licensed Senior Tax Manager

CPA Licensed Senior Tax Manager

VirtualVocationsJamaica, New York, United States
Full-time
A company is looking for a Senior Manager, Tax to establish and scale their internal tax function.Key Responsibilities Manage relationships with external tax advisors, regulatory bodies, and audi...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
CPA Licensed Finance Manager

CPA Licensed Finance Manager

VirtualVocationsYonkers, New York, United States
Full-time
A company is looking for a Manager, Finance, FP&A / Accounting.Key Responsibilities Support month-end close and ensure accurate financial reporting Assist in the development and review of financ...Show moreLast updated: 5 hours ago
  • Promoted
PA Licensed Investment Officer

PA Licensed Investment Officer

VirtualVocationsBronx, New York, United States
Full-time
A company is looking for an IBD Investment Officer responsible for selling investment securities to institutional clients. Key Responsibilities Sell investment securities to assigned correspondent...Show moreLast updated: 3 days ago
  • Promoted
Remote Finance Director - AI Trainer

Remote Finance Director - AI Trainer

Data AnnotationNorwalk, Connecticut
Remote
Full-time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 25 days ago
  • Promoted
  • New!
CPA Licensed Business Advisor

CPA Licensed Business Advisor

VirtualVocationsJamaica, New York, United States
Full-time
A company is looking for an Advisor (EA, CPA Preferred).Key Responsibilities Build lasting connections with small business owners, providing expert guidance throughout their financial journey Ap...Show moreLast updated: 7 hours ago
  • Promoted
Tax Director - Private Client Services

Tax Director - Private Client Services

EisnerAmperMelville, NY, United States
Full-time
At EisnerAmper, we look for individuals who welcome.EisnerAmper experience is one-of-a-kind.We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number...Show moreLast updated: 30+ days ago
  • Promoted
Senior Accountant with CPA License

Senior Accountant with CPA License

VirtualVocationsJamaica, New York, United States
Full-time
A company is looking for a Senior Accountant.Key Responsibilities Manage client accounting relationships and provide accurate financial reporting Ensure compliance with GAAP and regulatory requi...Show moreLast updated: 30+ days ago
  • Promoted
Licensed Escrow Officer

Licensed Escrow Officer

VirtualVocationsFlushing, New York, United States
Full-time
A company is looking for an Operations Escrow Officer.Key Responsibilities Manage escrow transactions from initiation to closing Ensure compliance with all relevant regulations and company polic...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Senior Investment Systems Consultant

Senior Investment Systems Consultant

VirtualVocationsFlushing, New York, United States
Full-time
A company is looking for an Investments Systems Consultant Senior.Key Responsibilities Maintain investment accounting and reporting operating systems Implement system upgrades and ensure complia...Show moreLast updated: 5 hours ago
  • Promoted
Malpractice Litigation Attorneys - All Levels

Malpractice Litigation Attorneys - All Levels

JobotRed Bank, NJ, US
Full-time
Malpractice Litigation Attorneys (All Levels) – NYC Metro | Top Malpractice Defense Firm! ????⚖️.This Jobot Job is hosted by : Andrew Harrison. Are you a fit? Easy Apply now by cl...Show moreLast updated: 30+ days ago
  • Promoted
Senior Investment Consultant

Senior Investment Consultant

AonNorwalk, CT, United States
Full-time +1
Aon is looking for a Senior Investment Consultant in Norwalk, CT.Investment Consulting's Client Service Team.The Client Service Team provides both advisory and OCIO investment consulting services t...Show moreLast updated: 30+ days ago