- Equitable (Charlotte, NC)
- …+ Bachelor's degree + 2 years of investment advisory experience + FINRA Licenses Series 7 and 66 required + Demonstrated relationship management, sales , ... build relationships with the Equitable Advisors field force and enable sales and practice growth through driving investment and advisory-related revenue generating… more
- Principal Financial Group (Raleigh, NC)
- …degree in Finance, Accounting, or Business preferred + CPA designation and 7 + years related experience preferred + Understanding of nonqualified benefits programs ... including 409A and 457, preferred + Must understand the sales process and comprehensive knowledge of state and federal...appreciation of product features and market trends + FINRA Series 6 registration is required or must be obtained… more
- PNC (Charlotte, NC)
- …tactics including portfolio management, client selection, advisory services, sales efforts, underwriting/credit analysis, transaction vetting, marketing and more. ... management activities with new and/or existing clients to grow sales , revenue and market share. Typically works with clients...Required Certification(s) **Licenses** Public Finance & Healthcare - SIE, Series 52 & 63 (79 optional) within 180 days… more
- PNC (Wilmington, NC)
- …may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Life and ... and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making… more
- Wolters Kluwer (Cary, NC)
- …events such as ** Sales Kick-Off** , **Partner Kick-Off** , and **InTouch series .** + Help organize and run a **Partner Advisory Board** , including agenda ... work closely with global consulting firms (including Big5), regional marketing and sales teams, and our growing partner ecosystem to drive awareness, engagement, and… more
- Truist (Charlotte, NC)
- …enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Licenses: Series 7 , 79, 63 3. 4 years of related work experience 4. ... models involved in transactions 6. Strong organizational and leadership skills 7 . Advanced skills in written and oral communications, and interpersonal relationship… more
- Principal Financial Group (Charlotte, NC)
- …of related industry experience required with a strong preference to RIA experience. + FINRA Series 7 & 63 Licenses _required_ with the ability to meet firm ... **What You'll Do** We have two opportunities to drive sales activities for our Institutional Wealth management within the RIA channel throughout either the SE Region… more
- PNC (Charlotte, NC)
- …may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Life and ... and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making… more
- JPMorgan Chase (Charlotte, NC)
- …staff **Required Qualifications, Capabilities, and Skills** + Bachelor's degree required + Series 7 , 66 and Insurance licenses required for position; unlicensed ... + Develop investment policy statements and advise on asset allocation + Closes sales of complex investment products + Support coordination of sales effort… more
- Truist (Charlotte, NC)
- …enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Licenses: Series 7 , 63 3. 7 -10 years of related work experience ... **Please review the following job description:** Responsible for the origination and sales of Interest Rate, Foreign Exchange, and Commodity derivative solutions for… more