- Lincoln Financial (Raleigh, NC)
- …a clear path to financial security, with products including annuities, life insurance , group protection, and retirement plan services. With our 120-year track record ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… 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 ... 63&65 can be used in lieu of Series 66) Life/Health and Variable Insurance Licensing + 7 years related retail brokerage and/or investment advisory experience with… more
- Atria Wealth Solutions (Raleigh, NC)
- …that data to prepare and present your recommendations for the purchase of appropriate insurance and or investment products to meet their needs. You'll be an employee ... analyses, preparing and presenting your recommendations for the purchase of appropriate insurance and/or investment products to meet the members' needs. + Retaining… 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 ... a clear path to financial security, with products including annuities, life insurance , group protection, and retirement plan services. With our 120-year track record… more
- Lincoln Financial (Raleigh, NC)
- …delivery, and operational tasks within a core infrastructure organization. This specialist position will perform and deliver on routine data protection ... a clear path to financial security, with products including annuities, life insurance , group protection, and retirement plan services. With our 120-year track record… more
- Deloitte (Charlotte, NC)
- …as they apply to financial institutions, including retail, wholesale and international banks, broker dealers, mutual funds and insurance companies + Ability to ... Preferred Qualifications + AML Consulting Experience + Certified Anti Money Laundering Specialist (CAMS), CFE, or equivalent + Regulatory experience + Ability to… more