- Lincoln Financial (Charlotte, NC)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- Lincoln Financial (Charlotte, NC)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- Truist (Charlotte, NC)
- …and managerial functions that are routinely associated with those of a retail broker /dealer and RIA. **Essential Duties and Responsibilities** + Manage a team of 4 ... - 10 Supervisors. + Provide coaching and focused training for team as needs are identified. + Supervisory responsibility for Investment Advisory accounts. Utilize multiple systems to ensure compliance with firm policies related to advisory account management.… more
- Lincoln Financial (Raleigh, NC)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- Atria Wealth Solutions (Raleigh, NC)
- …SEG location seminars. + Working with other advisory team members, the Planning Specialist , and the departmental support personnel to meet the needs of our ... LP visit www.cusonet.com . CFS (Member FINRA/SIPC) is a broker -dealer and RIA with a stable, 25-year track record...their members. We're ranked as one of the top broker -dealers in the industry and we work with some… more
- TD Bank (Charlotte, NC)
- …with other product groups, distribution channels, technology, marketing and other specialist areas + Monitors the external environment (competitors product or ... with other product groups, distribution channels, technology, marketing and other specialist areas. + Develops and manages the product development calendar and… more
- City National Bank (Raleigh, NC)
- …Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker /Dealer, Investment Banking activities for CNB's Capital Markets, Registered and ... Trust Compliance Professional (CTCP) Or * Certified Fiduciary & Investment Risk Specialist (CFIRS) Or * Certified Public Accountant (CPA) Or * Certified Internal… more
- City National Bank (Raleigh, NC)
- …Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker /Dealer, Investment Banking activities for CNB's Capital Markets, Registered and ... Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or...Financial Analyst Or * CAMS - Certified Anti-Money Laundering Specialist Or *Additional Qualifications* * Strong verbal and written… more
- Lincoln Financial (Greensboro, NC)
- …(CCNP) - Routing and Switching or Data Center + Symantec (Bluecoat) Certified Specialist (SCS) + Palo Alto Certified Network Security Engineer (PACNSE) + Checkpoint ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Deloitte (Raleigh, NC)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + US Customhouse Broker 's License + CUSECO (Certified US Export Control Officer) + Where applicable, ... Certification + Open Group Certified Architect (Open CA) + Open Group Certified IT Specialist (Open CITS) + IASA's Certified IT Architect (CITA) (Level F or A) +… more