- Truliant Federal Credit Union (Greensboro, NC)
- …with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Teammates: Truliant strives ... the sales process and procedures as established through the TFA program .Follows the established securities and insurance compliance guidelines, and strictly adheres… more
- Aegon Asset Management (PA)
- …more locations and support of other clients as needed. Ensures that overall program objectives are met, including the delivery of quality group educational meetings ... and planning support to participants in the Managed Advice program . + Provide ongoing support to high value participants...(CRPC), or obtain within 12 months. Higher certification (eg CFP , CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu… more
- RTX Corporation (Chantilly, VA)
- …240, Chantilly, VA, 20151 USA Position Role Type: Onsite About US: At Raytheon, the foundation of everything we do is rooted in our values and a higher calling - ... scheduled for retirement, and process hardware retirement through the prescribed program processes. + Utilize various software packages during the routine completion… more
- Atria Wealth Solutions (Greenville, SC)
- …with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Teammates: Truliant strives ... sales process and procedures as established through the TFA program . + Follows the established securities and insurance compliance...and Series 7 + LUTCF, CLU, ChFC, CRPC, or CFP designation or working towards the completion of one… more
