- Truist (Atlanta, GA)
- …administrative tasks such as creating presentations, organizing meetings, assembling marketing materials , etc. 5. Assist with training staff on new processes, ... as FINRA licensing (Series 7, 63, 65, 24, etc.), Certified Financial Planner , Certified Public Accountant, and Certified Trust and Financial Advisor. **General… more
- Truist (Atlanta, GA)
- …of key initiatives by creating presentations, organizing meetings, assembling materials , etc. Required Qualifications: The requirements listed below are ... such as FINRA licensing (Series 7, 63, 65, 24, etc.), Certified Financial Planner , Certified Public Accountant, and Certified Trust and Financial Advisor. 7. Strong… more