- PNC (Charlotte, NC)
- …Financial modeling skills preferred Licenses: Corporate Finance SIE, 79 and 63 ( 7 optional/with manager approval) within 180 days of employment **Job Description** + ... existing clients in a book of business to grow sales , revenue and market share with relevant sales...origination, financial analysis, negotiation and documentation of credit and non -credit products and services. + Manages risk/return and drives… more
- Navy Federal Credit Union (Matthews, NC)
- …to generate GDC based on defined thresholds within a specified period of time + FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration ... Overview To provide financial consulting services to assist members and non -members with identifying their financial goals and objectives via telephone or video… more
- Truist (Charlotte, NC)
- …+ Master's degree in finance or equivalent science/academic field. + Strongly preferred: FINRA Series 7 , 52, 53 + Strong knowledge of trading floor rules and ... and managing risks within Truist Public Finance and Municipals origination and sales and trading businesses. This position will be responsible for leading a… more
- Truist (Mooresville, NC)
- …products for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7 , 66 (63 and 65 in lieu of 66) and applicable ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery… more
- Truist (Charlotte, NC)
- …with disabilities to perform the essential functions. * Bachelor's Degree * FINRA: SIE, Series 7 , 63/65 or 66, Life, Health, and Variable insurance licenses. * ... 7 or more years of experience in banking, investment...banking, investment and financial planning with an emphasis on sales and relationship management of complex and sensitive accounts… more
- PNC (Charlotte, NC)
- …Credit training Financial modeling skills preferred Licenses: SIE, 79 and 63 ( 7 optional/with manager approval) within 180 days of employment **Job Description** + ... directs relationship management activities with new and/or existing clients to grow sales , revenue and market share. Typically works with clients with advanced… more
- Truist (Charlotte, NC)
- …Detail-oriented and able to work independently while managing multiple priorities. 6. FINRA Series 7 , 66, 24, and Life, Health and Variable insurance licenses. ... of risk mitigation actions and activities in assigned regions 7 . Point of contact for field, sales ...learn more about the specific benefits available for any non -temporary position for which you apply, based on full-time… more
- Atria Wealth Solutions (King, NC)
- …economic principles relating to all aspects of personal finance. PROFESSIONAL LICENSES - + Series 7 , 66, or (63 and 65) securities licenses required. + North ... goals. + Provide regular feedback to the investment group management regarding sales practices and business development initiatives. + Represent the firm in… 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
- Lincoln Financial (Charlotte, NC)
- …leadership skills you need to succeed. The Actuarial Development Program includes a series of rotations, typically every 18-24 months. For each rotation, roles are ... on product design to meet or exceed profitability or sales objectives. + Present results to team members, key...years of experience in actuarial science + At least 7 actuarial exams passed; typically has ASA designation, progressing… more