- Truist (St. Petersburg, FL)
- …3. Advanced knowledge of a broad range of personal financial planning /advisory/insurance and investment management /asset allocation concepts and understanding of ... Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant (R). 4.… more
- Cherry Bekaert (Sarasota, FL)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... and assist with drafting deliverables. Specific responsibilities will include: + Planning , managing, and performing a variety of engagements including but not… more