- Truist (Charlotte, NC)
- …reviews conducted by partners within the firm. + Review Reg BI advisor documentation per current policies and procedures to ensure compliance with regulation. ... with Envestnet, NFS/Wealthscape, Protegent/Prosurv platforms. + FINRA Series 4 license **General Description of Available Benefits for Eligible Employees of… more
- CRC Insurance Services, Inc. (Charlotte, NC)
- …review the following job description:** This role will serve as a trusted advisor to HR and senior business leaders, providing practical and proactive guidance on ... industry experience a plus **CERTIFICATIONS, LICENSES, REGISTRATIONS** + Active law license in good standing (Required) **FUNCTIONAL SKILLS** + Strong legal research… more