3 client solutions manager jobs at 2 companies in Williamston, NC
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Financial Solutions Advisor - Raleigh/Durham Market
Cary or Raleigh or Durham or Knightdale or Wake Forest or Chapel Hill or Holly Springs or Apex or Fuquay Varina or Greenville
OnsiteFull Time
1+ YOERequires Series 7 and 66 (63 or 65 in lieu of 66), SAFE Act registration, 1+ year investments experience and 1+ year financial services or sales experience; strong advisory, client management, and regulatory diligence skills.
1mo
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Financial Solutions Advisor Registration Candidate - Raleigh/Durham Market
Cary or Raleigh or Durham or Knightdale or Wake Forest or Chapel Hill or Holly Springs or Apex or Fuquay-Varina or Greenville
OnsiteFull Time
1+ YOEAbility to obtain SIE, Series 7 and Series 66 licenses within required timelines; strong client relationship, communication, time-management and sales aptitude; self-disciplined and adaptable to new technology.
2w
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Senior Financial Consultant (Elizabeth City, NC Market)
Elizabeth City, North Carolina, United States
OnsiteFull Time
5+ YOEProvide investment solutions, manage client goals and relationships; require 5+ years investment services experience and FINRA registrations; strong sales, analytical and communication skills.
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