- Truist (Atlanta, GA)
- …licensing ( Series 7, 63, 65, 24, etc.), Certified Financial Planner , Certified Public Accountant, and Certified Trust and Financial Advisor. **General ... Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be… more
- Truist (Atlanta, GA)
- …FINRA licensing ( Series 7, 63, 65, 24, etc.), Certified Financial Planner , Certified Public Accountant, and Certified Trust and Financial Advisor. 7. Strong ... proficiency in basic computer applications, such as Microsoft Office software products. 8. Ability to work independently. Strong proficiency in basic computer applications, such as Microsoft Office software products. **General Description of Available Benefits… more
- Truist (Atlanta, GA)
- …, Chartered Alternative Investment Analyst , Certified Investment Management Analyst , Accredited Asset Management Specialist, Certified Financial Planner , ... with disabilities to perform the essential functions. * Bachelor's Degree * FINRA: SIE, Series 7, 63/65 or 66, Life, Health, and Variable insurance licenses. * 7 or… more
- Truist (Lilburn, GA)
- …professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset ... for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance… more
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