• Truist (Charlottesville, VA)
    …industry. 2. Previous sales experience. 3. Bachelor's degree in business, accounting, finance , banking or equivalent education and related training. 4. ... equivalent experience and related training. 2. Knowledge of securities markets and brokerage accounts. 3. Knowledge of the features and attributes of annuity… more
    Upward (07/11/25)
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  • Goldman Sachs, Inc. (New York, NY)
    …7+ years of relevant work experience in capital markets, investment banking , credit investing/underwriting, corporate finance or consulting Highly motivated, ... various products, asset classes, and client segments. With reach across all prime brokerage 's business lines, we work directly with clients, sales and trading to… more
    Upward (07/02/25)
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  • Oppenheimer & Co. Inc. (Jericho, NY)
    …including retail securities brokerage , institutional sales and trading, investment banking (both corporate and public finance ), equity & fixed income ... of hire) 3+ years' experience working as a sales assistant/CSA in a corporate/ brokerage environment Possess a high degree of proficiency with technology including MS… more
    Upward (07/18/25)
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  • Jefferies (New York, NY)
    …Document and organize electronic trading program related to trading activity, brokerage , and invoicing Requirements: Bachelor's degree in business administration, ... finance , or accounting Related experience in Fixed Income Sales,...''our'') is a US-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC,… more
    Upward (07/21/25)
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  • We Insure (Chicago, IL)
    …to help lead the way. We Insure is building a lean, high-leverage finance organization to power both organic growth and mergers and acquisitions. As Senior ... business forward. The role sits at the intersection of finance and data. You will help shape performance dashboards,...or a related field. 3+ years in FP&A, investment banking , consulting, equity research, private equity, corporate development, or… more
    Upward (07/25/25)
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  • Real Estate Exchange (Woodland Hills, CA)
    …each homebuyer Originate loans to sell to lending institutions Ensure compliance with relevant banking and finance laws Explain legal aspects of the loan to the ... a mortgage broker who will work with us to establish a national REX mortgage brokerage that will make the experience of obtaining a home loan easy and positive for… more
    Upward (07/28/25)
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  • Citigroup, Inc. (New York, NY)
    Citigroup's Residential Financing & Securitization group currently employs 15 mortgage finance professionals and is seeking to add an Assistant Vice President to its ... rental (SFR) markets. The business provides credit facilities to finance residential mortgage-backed assets, issues, underwrites and syndicates securitizations (as… more
    Upward (07/12/25)
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  • Trinity Employment Specialists (Tulsa, OK)
    …Direct Hire Position $60K - $90K - DOE Job Summary: The Director of Finance is responsible for overseeing the financial operations of the school, ensuring fiscal ... local church in good standing. ? Minimum of a Masters degree in Accounting, Finance , or related field; CPA preferred. ? Extensive experience in accounting, with at… more
    Upward (07/10/25)
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  • Oppenheimer & Co. Inc. (Scottsdale, AZ)
    …including retail securities brokerage , institutional sales and trading, investment banking (both corporate and public finance ), equity & fixed income ... requested by Branch Manager Qualifications At least 5+ years of brokerage /financial services experience along with some management experience FINRA Registrations:… more
    Upward (07/27/25)
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  • Citigroup, Inc. (Jersey City, NJ)
    …services, including consumer banking and credit, corporate and investment banking , securities brokerage , transaction services, and wealth management. As a ... performance and effectiveness of the sub-function/job family. GTPL is the global finance product control's strategic product processor for all cash products and… more
    Upward (07/15/25)
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  • Oppenheimer & Co. Inc. (Jericho, NY)
    …including retail securities brokerage , institutional sales and trading, investment banking (both corporate and public finance ), equity & fixed income ... force as requested by Branch Manager Qualifications At least 1+ years of brokerage /financial services or relevant experience Must have or is willing to obtain FINRA… more
    Upward (07/25/25)
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  • Charles Schwab Inc. (Dallas, TX)
    …Ability to leverage Business development experience Passion for gaining knowledge of brokerage / banking products and services Openness to build strong client ... creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the… more
    Upward (07/27/25)
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  • Oppenheimer & Co. Inc. (New York, NY)
    …including retail securities brokerage , institutional sales and trading, investment banking (both corporate and public finance ), equity & fixed income ... research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Treasury Bond Broker to join our Fixed Income Sales team. The individual in the role will be responsible in managing and… more
    Upward (07/25/25)
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  • First Horizon (Birmingham, AL)
    …private banking , consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First ... approaches and report writing. Requirements MS degree in Mathematics, Computational Finance , Econometrics, Statistics, or related field. 7+ years' experience in… more
    Upward (07/11/25)
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  • FRIEDMAN MANAGEMENT COMPANY (Farmington, MI)
    …ideal candidate for the role is an individual with previous commercial real estate finance , banking sales, or servicing experience who is looking for an ... of 5 years of capital markets experience with a brokerage , investment bank, or principal Proven track record of...appropriate Bachelor's degree recommended, preferred major in Real Estate, Finance , or Economics Friedman Real Estate is an Equal… more
    Upward (07/03/25)
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  • First Horizon (Memphis, TN)
    …private banking , consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First ... Comfort with ambiguity Education and/or Work Experience Requirements: Bachelor's degree in finance or related discipline required 3 - 5 years of previous experience… more
    Upward (07/10/25)
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  • First Horizon (Birmingham, AL)
    …private banking , consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First ... preferably in financial services or payments Bachelor's degree in business, Finance , Technology, or related field. Master's/MBA a plus. Proven experience in… more
    Upward (07/04/25)
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  • Brokerage Tax Reporting Analyst

    JPMorgan Chase (Plano, TX)
    …innovation meets opportunity in a dynamic and supportive environment! As a Brokerage Tax Reporting Analyst within the Tax Reporting and Withholding team, you ... will play a crucial role in supporting brokerage accounts by leveraging your data analytic skills and...**Required qualifications, capabilities, and skills** + Bachelor's degree in Finance , Accounting, Business, or a related field + Minimum… more
    JPMorgan Chase (06/06/25)
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  • Brokerage Coordinator

    Aston Carter (West Des Moines, IA)
    …industry and its role. Essential Skills + Data entry + Customer service + Brokerage + Banking operations + Microsoft Office proficiency Additional Skills & ... Job Title: Brokerage CoordinatorJob Description As a Brokerage ...Qualifications + 2+ years of experience in Banking or Financial Services + 3+ years of proficiency… more
    Aston Carter (07/23/25)
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  • Brokerage Regional Director

    Truist (Vienna, VA)
    …to perform the essential functions. + Bachelor's degree in Business, Accounting, Finance or Banking , or equivalent education and related experience. + ... Program or similar program + Sound working knowledge of holistic banking /investment platforms, products, services, operations, finance and systems **General… more
    Truist (07/30/25)
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