- Comerica (Raleigh, NC)
- …and banking needs + 7 years developing and executing sales and marketing plans + Series 7 + Series 66 + State Insurance License Preferred: + CFP or ... legal, operating and regulatory controls to manage risk and compliance . Works within the existing audit, compliance ...A Bachelor's degree in Business, Economics, or Finance + 7 years of experience sales and client management experience… more
- Truist (Raleigh, NC)
- …essential functions. + Bachelor's Degree Required + FINRA: Maintains proper licenses including Series 7 , Series 66, the Securities Industry Essentials (SIE) ... legal, operating and regulatory controls to manage risk and compliance . Works within the existing audit, compliance ...or Economics + CFP preferred or CTFA, CFA, CPA, JD or MBA + Completion or enrollment in certification… more
- Atria Wealth Solutions (King, NC)
- …economic principles relating to all aspects of personal finance. PROFESSIONAL LICENSES - + Series 7 , 66, or (63 and 65) securities licenses required. + North ... opportunity to serve you. + Completion of all required compliance training to include BSA. + Meet or exceed...Accident and Health Insurance License required. + CFP, ChFC, JD , CPA or similar designation currently held of actively… more
- Humana (Raleigh, NC)
- …in a Master of Business (MBA) or other advanced professional degree (eg MPH, MD, JD , Ph.D.), with a graduation in Spring or Summer 2027 + Must be available to ... week for 12 weeks from May 18 to August 7 , 2026 + Must not require sponsorship to work...Networking:** Engage with senior leaders and peers through speaker series , fireside chats, and curated networking events. + **Mentorship… more