Regional VP Wealth
Queensborough National Bank and Trust Co. · Charlotte, NC · 2 mo ago
FinanceFull-time
Primary Responsibilities
- Provides a broad range of financial solutions and products to help meet customer goals.
- Leverages the vast resources of our wealth team and broker dealer partner, LPL financial, to offer in-depth guidance.
- Identifies and follows up on all opportunities to establish customer relationships, including prospecting, lead utilization, and local market/community involvement.
- Buils and maintains a strong client network and pipeline.
- Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and insurance/investment knowledge.
- Conducts and/or participates in investment performance and relationship reviews.
- Conducts market events and provides education/mentorship to key partners.
- Adheres to compliance requirements and follows corporate and industry protocols.
Requirements
- Series 7 & 63
- Series 65 or 66 Insurance License
- At least two (5) years of Financial Advisory Experience
- Currently working with clients in the wealth industry.
PREFERENCES
- Certified Financial Planning
- Chartered Financial Consultant
- Certified Retirement Specialist
- College Degree