- First Horizon Bank (Charlotte, NC)
- …AND OFFICE EQUIPMENT SKILLS** Microsoft Office suite **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license , etc)** None required **About ... experience and support growth initiatives. This role places emphasis on relationship management and serving needs for teams and their portfolio of clients.… more
- First Horizon Bank (Raleigh, NC)
- …OFFICE EQUIPMENT SKILLS** Microsoft Office suite, Salesforce **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license , etc)** None required ... client experiences consistently and promptly resolve client issues effectively. Team management + Recruit, train, develop, and retain a high-performing Retail… more
- GE Vernova (Wilmington, NC)
- …digital tools with rigorous requirements, change control, and configuration management : + Static documents or; reports, specifications, databases, tabular lists ... + Establish productive working relationships with; product and project management , support functions, Architect Engineer (A/E), Engineer-Procure-Construct (EPC) partner(s),… 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 ... Investment Group services. Also work closely with Allegacy Wealth Management Group in developing joint relationships between Allegacy Investment...Carolina Life, Accident and Health Insurance License required. + CFP, ChFC, JD, CPA or similar… more
- Veterans Affairs, Veterans Health Administration (Fayetteville, NC)
- …insurance programs can be carried into retirement) Licensure: 1 full and unrestricted license from any US State or territory Work Schedule: 0730-1600 Monday through ... be required to complete pre-employment requirements (https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents). Effective May 7 , 2025, driver's licenses or state-issued identification cards that… more
- Wells Fargo (Charlotte, NC)
- …education + US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) ... role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas… more
- Veterans Affairs, Veterans Health Administration (Durham, NC)
- …within the scope of social work practice, and participate in developing crisis management and safety plans to minimize the event of future crises. G. ... be required to complete pre-employment requirements (https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents). Effective May 7 , 2025, driver's licenses or state-issued dentification cards that… more
- Wells Fargo (Wilmington, NC)
- …education + US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) ... Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas… more
- Coinbase (Charlotte, NC)
- …real world assets (RWA) and securities, blockchain technology, and the broader crypto economy * FINRA Series 99 or 7 license , or willingness to obtain Job #: ... and integrity of operational processes * Perform daily processes including management of exceptions and resolutions, cash and position reconciliations, and promptly… more
- Truist (Nashville, NC)
- …making skills and thorough knowledge of retail rules and regulations and operations + Series 7 , 66 or (63/65), 24 and Life, Health and Variable insurance ... movement request and trade corrections + Partner with sales management to enforce firm and regulatory policies + Review... license + Proficiency with Microsoft Office applications **Preferred Qualifications:**… more
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