The Team You Will Be Joining

• Fortune 500 financial services firm headquartered in Charlotte, NC with a significant investment in innovation.
• Recognized by Fortune as one of the worlds most admired companies in 2012 along with many other awards around social responsibility, diversity, equity, inclusion, and client experience.
• A purpose driven and team-oriented environment with focuses on leveraging employee talents, cutting edge technology, and best practices and processes.
• Organization that is recognized for being truly multicultural; diversity and feedback rich is in their DNA.

What They Offer You

• An amazing opportunity to join a world-class wealth management organization.
• Results driven organization that values accountability and continuous improvement.
• Opportunity to make an impact and add value – Forthcoming investment in tools and technology to improve current processes.
• Excellent company benefits to include medical, dental, 401k, and generous PTO policy.

Why This Role Is Important

• This highly attentive professional will provide operational guidance and support to the financial advisors or clients
• Uncover the risk of transactions by comparing them to the appropriate authentication standards 
• Will be dependable in ensuring that the new business paperwork is accurately and successfully submitted to be presented to clients 
• Assist in servicing clients by preparing plans and conducting investment research on trades and transactions

The Background That Fits

• 2+ years of sales experience. 
• A candidate with strong communication, and organizational skills. Must be comfortable talking on the phone.
• Must work well in a service-oriented setting with strict deadlines.
• Completion of Series 7 & 63 are required.
• Completion of insurance licensing in Life, Health, Fixed Annuities, and Variable Annuities are required. 
• Bachelor’s degree in business, accounting, or related field is required.  MBA, CFP, CFA is preferred.