Queensborough National Bank and Trust Co. · 5 months ago
Regional VP Wealth
Charlotte, NC
Full-time
Onsite
Mid, Senior Level
5+ years expQueensborough National Bank and Trust Co. is seeking a Regional VP Wealth to meet the financial objectives of their customers through sound advice and guidance. The role involves building client relationships, providing financial solutions, and leveraging resources to enhance customer service.
BankingFinancial Services
Responsibilities
Provides a broad range of financial solutions and products to help meet customer goals and offer in-depth guidance by leveraging the vast resources of our wealth team and broker dealer partner, LPL financial
Identifies and follow up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement
Builds and maintains a strong client network and pipeline
Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and insurance/investment knowledge
Conducts and/or participates in investment performance and relationship reviews
Conducts market events and provide education/mentorship to key partners
Adheres to compliance requirements and follow corporate and industry protocols
Qualification
Required
Series 7 & 63
Series 65 or 66
Insurance License
At least two (5) years of Financial Advisory Experience
Currently working with clients in wealth industry
Preferred
Certified Financial Planning
Chartered Financial Consultant
Certified Retirement Specialist
College Degree
Company
Queensborough National Bank and Trust Co.
Queensborough National Bank & Trust is a growing community bank that has been serving the community since 1902.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$24M2020-10-21Debt Financing· $24M
Leadership Team
Travis Collins
Chief Technology Officer
Jeff Karafa
EVP & CFO
Recent News
American Banker
2024-10-30
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