Investment Executive (Financial Advisor) Charlotte, NC
Core
Lead a team of licensed retail bankers to achieve securities sales goals and provide complex financial solutions to clients.
Role type
Senior IC Investment Executive (Financial Advisor)
Builds
Securities products and financial solutions for retail clients
Domain
Banking and Securities
Required skills
Coaching and mentoring, Sales planning, Client relationship management, Securities product knowledge, Risk management, Team leadership, Financial planning, Presentation skills, Territory management, Regulatory compliance
Preferred skills
Brokerage industry experience, Variable Annuity expertise
Technologies
Series 7, Series 66, Series 63, Series 65, Variable Annuity license
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