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Description
Provide investment advice on a wide range of investment products. Consults clients and prospective clients with focus on analyzing goals, objectives and risk tolerance, to determine which investment products and services best meet the clients needs and then sell those products and services as appropriate. Also, responsible for the continued counsel and advice for accounts with existing clients. Products to include, but limited to fixed income, mutual fund, equities, insurance and annuity products.
Qualifications
Basic Qualifications: Series 7, 63, 65 and/or 66 and State Insurance license. Proven sales track records and securities experience. Must be proficient on PC; excellent communication skills. Must be a highly organized individual with knowledge of essential systems, policy, procedures, and investment products and services including financial planning, asset allocation techniques, estate planning, and risk management. Extensive knowledge of portfolio management techniques, equity trading, margin, equity, and option trading.
Job
: Wealth and Investment Management
Primary Location
: NC-North Carolina-Charlotte-Avery Building
Schedule
: Full-time
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Details:
Job Id:
21834061
Posted / Updated:
10/14/2010 4:13:26 AM
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