Regional Vice President, Community (Charlotte)
Core
Build relationships with clients to drive sales momentum for wealth management solutions.
Role type
Senior sales leader (Regional Vice President)
Builds
Wealth management solutions for families
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
sales pipeline management, financial expertise, CRM proficiency, relationship building, self-motivation, time management, MS Office proficiency
Preferred skills
CFP designation, Series 65/66 license, travel flexibility