- Truist (Orlando, FL)
- …including Securities Trading and Annuity Principal Review and Approval. Utilize multiple systems to ensure suitability and required documentation has been met. Focus ... observations, trends and policy oversights + Primary approval of advisor Regulation Best Interest documentation as it pertains to...are also required. **Preferred Qualifications:** + Bachelor's degree in Finance or Business. + 7 or more years of… more
- Eliassen Group (Tallahassee, FL)
- …terms and metrics are in accordance with business requirements and systems /tools implementations. + Provide recommendations based on data to improve strategic ... members on software licensing effectiveness. + Become a trusted software licensing advisor through the creation of business partnership. + Provide software licensing… more