- Lincoln Financial (Greensboro, NC)
- …for this opportunity. **Requisition #:** 73936 **The Role at a Glance** As the Financial Services Wholesaling Representative for the Life Insurance team, you ... business relationships with advisors who market our products and services in order to meet or exceed established individual...+ Exceptional communication and relationship management skills + FINRA SIE License - must obtain within 120 Days +… more
- Vanguard (Charlotte, NC)
- …to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative . At Vanguard, we believe in supporting our "crew" ... when they call in to Vanguard. As a Client Service Excellence Representative , you will: + Respond...hybrid licensing program, focused on supporting individuals without a financial background to pass their SIE and… more
- Truist (Charlotte, NC)
- …accounts. 4. Knowledge of the features and attributes of annuity products. 5. FINRA SIE , Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 ... Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development… more
- Truist (Greensboro, NC)
- …degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of five ... of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and...years of financial services experience working with clients dealing… 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 Wealth ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...delivery of a broad range of wealth products and services to high net worth individuals. **ESSENTIAL DUTIES AND… more
- First Horizon Bank (Greensboro, NC)
- …all such requirements. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and ... clients on building, preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects of their balance… more
- Truist (Charlotte, NC)
- …perform the essential functions. + Bachelor's degree + Three years of related financial services work experience + FINRA licenses: Securities industry Essentials ... business growth **_Required Qualifications:_** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable...Exam ( SIE ), Investment Banking Series Exam (79) and the Uniform… more