- 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 ( 240000AQ ) **Primary Location** : UNITED...events. The products and services supported are advisory and brokerage accounts - including mutual funds, equities, fixed income,… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Securities Operations Specialist as a part of WIM Operations **In this role, you will:** + Participate in low to ... Develop expertise in the following operational processes including client account onboarding, cash payments, customer service, funding operations, custodial… more