- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Securities Operations Associate to join the Annuity Operations Team within Wealth & Investment ... tasks and help identify opportunities for process improvements within Securities Operations + Review basic or tactical...education **Desired Qualifications:** + 6+ months of Brokerage or Annuity Operations experience + 6+ months of… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …variable annuity products. * Principles of banking and finance and securities industry operations . * Financial markets and products including annuities, ... combining the traditional roles of the Financial Advisor, Service Associate and Branch Manager. Fosters and assists in the...practices. * Assists clients, branches, advisors and back office operations with general questions on all aspects of our… more