- Truist (Charlotte, NC)
- …managing acceptance or mitigation of the identified risks through day-to-day review of brokerage account transactions. 2. Lead a team of Regional Supervisors ... Life/Health and Variable Insurance Licensing 3. 7 years related retail brokerage and/or investment advisory experience with an emphasis in Supervision/Compliance 4.… more
- Equitable (Charlotte, NC)
- …large and small group settings - in person and virtually + Managed account , mutual fund, and brokerage experience **Preferred Qualifications:** + Experience ... Investment Product Sales Specialist (Remote Possible) ( 230000Z3 ) **Primary Location**...events. The products and services supported are advisory and brokerage accounts - including mutual funds, equities, fixed income,… more
- CBRE (Charlotte, NC)
- …Research, Risk Management, Sales & Leasing, Sales Support, Sales/ Brokerage , Town Planning, Transaction Management, Valuations/Appraisal, Workplace Strategy ... real estate a significant contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to… more