- Raymond James Financial, Inc. (Charlotte, NC)
- …goals for assets under management and required production. + Provides a high level of client service . + Manages the full scope of a client relationship ... build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service...that an exemption or grandfathering cannot be applied. + Series 7 and Series 66 or the… more
- Bank of America (Charlotte, NC)
- …Improvement + Oral Communications + Problem Solving + Stakeholder Management + Customer Service Management + Customer and Client Focus + Data and Trend ... learn, grow, and make an impact. Join us! **Job Description:** The Sr. Client Relationship Manager (Sr. CRM), is responsible for the overall relationship across our… more
- Truist (Raleigh, NC)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...Bachelor's Degree Required + FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry… more
- Huntington National Bank (Charlotte, NC)
- …new financial instruments and techniques and can adequately present new products to the client . + Ensures that all business is suitable for clients and in compliance ... with internal partners to build referral channels and deepen client relationships. + Actively recruits and develops top talent....3 or more years' experience managing a team + Series 7, 63/65 or 66, 24, and Series… more
- Wells Fargo (Charlotte, NC)
- …financial accounting, credit analysis, valuation, and modeling. You will also prepare for Series 63, 79, and SIE license exams. Following training, you will step ... directly into deal execution and client advisory work. Your responsibilities may include: + Building valuation models and supporting transaction execution +… more
- Veterans Affairs, Veterans Health Administration (Salisbury, NC)
- …educational services and coordination of linkages to other appropriate VA or community service providers and/or agencies as needed by client . Responsibilities VA ... leave accrual, based on prior [work experience] or military service experience. Parental Leave: After 12 months of employment,...or reassigned to social worker positions in the GS-0185 series in VHA must be licensed or certified by… more
- Charles Schwab (Asheville, NC)
- …financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you ... have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiringFINRA ...strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client … more
- Equitable (Charlotte, NC)
- …unlock your potential? Responsibilities: Increase life insurance sales and strengthen client relationships through proactive outbound calls in addition to inbound ... the mindset of going above and beyond with every client interaction we have + Ownership of a sales...2 to 4 years of work experience in Financial Service Industry or related sales experience + Comfortable being… more
- Huntington National Bank (Charlotte, NC)
- …relationships within a targeted market segment by coordinating all sales and service efforts. + Required metrics for the licensed Commercial Relationship Manager III ... and $2 million or greater in Annualized Contribution, or responsibility for client relationship management within Municipal and Tax-Exempt Lending. + Performs other… more
- Comerica (Raleigh, NC)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of ... and prospects. Position Responsibilities: Meet revenue growth, profitability and client retention goals by acquiring new clients through business...years developing and executing sales and marketing plans + Series 7 + Series 66 + State… more