- World Insurance Associates, LLC. (Santa Barbara, CA)
- …Advanced Excel experience (ie, pivot tables, vLookups, etc.) Technology - Preferred + Schwab Advisor Center + Fidelity WealthScape + Pershing NetX360 + DST Vision ... experience, education, and/or training as approved by the hiring manager . + SIE required. + Series 6, 7, or...+ Ability to serve on different internal steering committees ( Charitable Giving, DEI, Social, etc.) + Professional growth opportunities… more