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Fidelity TalentSource LLC
Charlotte, NC, United States
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business
Job Source: Fidelity TalentSource LLCPulteGroup
Charlotte, NC, United States
Job Summary Primary responsibility for completing sales training and learning the necessary skills to become a Sales Associate or Consultant (minimum of three months training required). Primary Responsibilities Assist in conducting interviews of prospects for current/future home sales, including model presentation Assist any new homebuyer or pro
Job Source: PulteGroupCFA Institute
Charlotte, NC, United States
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business tha
Job Source: CFA InstituteFidelity TalentSource LLC
Charlotte, NC, United States
Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We
Job Source: Fidelity TalentSource LLCFidelity TalentSource LLC
Huntersville, NC, United States
Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We
Job Source: Fidelity TalentSource LLCRegal Executive Search
Charlotte, NC, United States
Charlotte , NC 28281 Job Description Tax Senior Manager - Tax Director (Alternative Investments) Candidates should have a deep understanding of the following: Filing requirements related to alternative investment and/or registered investment companies (RIC's) Partnership taxation to ensure completeness and accuracy of tax compliance and repor
Job Source: Regal Executive SearchPeak Performance Team
Charlotte, NC, United States
Job Description Job Description Sales Consultant - Automotive - Charlotte, NC If you’re ready to kick your sales career into overdrive, now is the perfect time to join our team of automotive sales professionals. This is an opportunity for you to turn your sales skills, excellent customer service and industry expertise into major profits. The sky
Job Source: Peak Performance TeamCapital Vacations
Charlotte, NC, United States
Under general supervision, the Field Package Sales Marketing Agent travels to various events and locations to set up and break down booths and other display materials in order to interact with potential consumers to promote Capital Vacations ownership to generate leads and sell packages in a manager consistent with Company policies and training. Pr
Job Source: Capital VacationsCharlotte, NC, United States
Your Opportunity
Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.
To learn more about our client offerings visit: Charles Schwab - Investor Services.
What you have
The Investment Consultant Will Pursue This Mission Through
Building strong, personal relationships with our clients is a key component of Schwab’s business strategy.
Proactive outbound calls to existing Schwab clients, finding opportunities through needs-based analysis and positioning appropriate products and solutions. At times, partnering with subject matter experts, peers and managers.
Create initial relationships with walk-in clients and or prospects to understand investment goals and objectives and position various suitable offerings, based upon individual needs.
Identify and refer additional opportunities to Branch Financial Consultants.
Delivering unparalleled value and excellent service.
We are looking for people with a passion for helping clients.
We value integrity, open communication, perseverance, and continuous service to our clients. If you want to work with a firm that is dynamic, client centric and values your contributions by providing a successful environment for extraordinary financial rewards, consider a career as an Investment Consultant at Charles Schwab.
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
2 years of experience in the financial services industry preferred
Business development experience highly preferred
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
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Investment Consultant - Charlotte, NC jobs in Charlotte, NC, United States
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