VP, Advisor Success & Summit Relationships

A leading financial services firm in North Carolina is seeking a Vice President of Relationship Management. This role will oversee a territory of top-tier independent advisors, focusing on client retention and satisfaction. Suitable candidates must have a Bachelor’s degree, at least 7 years in Financial Services, and possess Series 7/63/65 (or 66) certification. Strong communication and problem-solving skills, along with a client-focused approach, are essential for success in this prominent position. #J-18808-Ljbffr