• Client Advisory Center Financial Advisor I

    Truist (Charlotte, NC)
    …products and services including basic financial planning and asset allocation techniques. + Series 7 , and 66 or equivalent registrations are required. Insurance ... to time. + Handles inbound calls from clients independently while looking for sales opportunities. + Answers client questions within set standards. + Consults with… more
    Truist (06/06/25)
    - Related Jobs

  • Associate Actuary, Annuity Pricing Support…

    Lincoln Financial (Charlotte, NC)
    …leadership skills you need to succeed. The Actuarial Development Program includes a series of rotations, typically every 18-24 months. For each rotation, roles are ... for** **_Must-have:_** *3-6+ years of experience in actuarial science *At least 7 actuarial exams passed; typically has ASA designation, progressing towards FSA… more
    Lincoln Financial (07/08/25)
    - Related Jobs

  • Wealth Brokerage Trader

    Truist (Charlotte, NC)
    …made to enable individuals with disabilities to perform the essential functions. + **FINRA Series 7 and 63.** + Bachelor's degree in finance, accounting or ... specialized services including new issue equity offerings, 10b5-1 plans, restricted stock sales , and employee stock option exercises. + Provide other general trade… more
    Truist (06/28/25)
    - Related Jobs

  • Associate Actuary, Life Model Transformation

    Lincoln Financial (Greensboro, NC)
    …leadership skills you need to succeed. The Actuarial Development Program includes a series of rotations, typically every 18-24 months. For each rotation, roles are ... experience that aligns with the responsibilities for this position *At least 7 actuarial exams passed; typically has ASA designation, progressing towards FSA… more
    Lincoln Financial (06/25/25)
    - Related Jobs