- Deloitte (Raleigh, NC)
- …equity, investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters of Tax, JD, and/or LLM +… more
- Equitable (Charlotte, NC)
- …Program **Qualifications** **Required Qualifications:** + 5 years of industry experience in insurance or broker dealer service operations, compliance or audit ... Proficient skills in Microsoft Office applications, particularly Word and Excel. ** Preferred Qualifications:** + Knowledge of life, annuity, brokerage and investment… more