- US Bank (Charlotte, NC)
- …publicly issued investment grade deals and helping the team place new issue securities into investors. Our team consists of over twenty professionals in various ... team. **What** **you'll** **do** Incoming analysts will become a financial market specialist working in a dynamic and supportive team environment. Over the course… more
- Adecco US, Inc. (Charlotte, NC)
- …including pivot tables, VLOOKUPs, macros). . Knowledge of fixed income securities , repo markets, and collateral management. . Understanding of relational databases ... pm (Hybrid schedule) . Weekly paycheck . Dedicated Onboarding Specialist & Recruiter . Access to Adecco's Aspire Academy… more
- Truist (Raleigh, NC)
- …retention and prospect referrals. This includes effectively Executing on the specialist delivery model utilizing both centralized and regionalized partners to ... + FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance… more
- Truist (Greensboro, NC)
- …and traditional retail bank products for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu ... Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered… more
- First Horizon Bank (Greensboro, NC)
- …retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to ... + Ability to maintain proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance… more