• Wealth Advisor

    Truist (Charlotte, NC)
    …* FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance ... applicable NMLS acceptable background check Preferred Qualifications: * Bachelor's Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA, CPA, JD or… more
    Truist (04/12/25)
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  • Sr Auditor-Capital Markets/Broker Dealer

    Citizens (Charlotte, NC)
    …of other key bank businesses and functions, including Asset Based Lending, Asset Finance (Leasing), Swap Dealer, Market Risk Oversight, and Model Risk Management. As ... + Bachelor's Degree required. + Proficiency with Excel is required. + Securities Industry Essentials (SIE) FINRA Certification preferred. Hours & Work Schedule +… more
    Citizens (03/22/25)
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  • Manager Accounting Policy-CFO Group

    Bank of America (Charlotte, NC)
    …standards for the global investment bank and commercial bank and working with Finance and Front Office personal to provide accounting guidance and solutions to ... CFOs and their staff, primarily related to transactions involving debt securities , derivatives, hedge accounting strategies & leasing transactions. + Reviews new… more
    Bank of America (03/12/25)
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