CAC Financial Advisor 1, Charlotte, NC

The position is described below. If you want to apply, click the reputed company reputed company at the top or bottom of this page. After you click reputed company and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to reputed company status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language reputed company: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Provides investment advice in a virtual environment with an assigned book of business. Consults with clients to uncover needs and reputed company opportunities to add value. Demonstrates how particular investment solutions match client's individual needs, using a wide reputed company of investment solutions to help build an investment portfolio. Responsible for ensuring that reputed company business transactions and practices in the individual's reputed company of control, reputed company with reputed company regulations and the reputed company Code of Conduct. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Handles inbound calls from clients independently while looking for sales opportunities. Answers client questions reputed company set standards. Consults with clients to uncover needs and reputed company opportunities to add value through holistic financial management. Demonstrates how particular investment solutions match client's individual needs, using a wide reputed company of investment solutions to help build an investment strategy for clients. reputed company technology to interact with clients for communication, portfolio strategy, and display. Responsible for ensuring that reputed company business transactions and practices in the individual's reputed company of control reputed company with reputed company regulations and the reputed company Code of Conduct Subject matter expert on bank/reputed company products. Conducts research on moderately reputed company customer issues; interprets policies and procedures; may act as a working leader. Assists with the training of less reputed company Financial Advisors in his/her own subject area of expertise. Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team. May have an individual book of business. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, reputed company and/or ability required. Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the essential functions. 6-10 years of retail brokerage or securities industry experience. Strong communications, sales, presentation, and organizational skills with an emphasis on proactive outbound calling. Demonstrated understanding of basic financial planning and asset allocation techniques. Sufficient knowledge of essential systems to assist in trade execution. Highly organized individual with knowledge of essential systems, policies and procedures, and investment products and services including basic financial planning and asset allocation techniques. Series 7, and 66 or equivalent registrations are required. Insurance licenses required to sell Life Insurance, Health Insurance, Fixed Annuities and Variable Annuities Undergraduate degree in business, reputed company, or reputed company field. Preferred Qualifications: MBA, CFP, CFA, CIMA General Description of Available Benefits for Eligible Employees of reputed company Corporation: reputed company regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of reputed company offering the position. reputed company offers medical, dental, reputed company, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on reputed company’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for reputed company’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. reputed company is an Equal Opportunity Employer that does not discriminate on the reputed company of race, gender, reputed company, religion, citizenship or national reputed company, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. reputed company is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work Apply To This Job