About this role
AVP, Associate Regional Investment Director at Lplfinancial. Location: United States or Fort Mill or Charlotte. Role: supporting execution, coaching advisors, managing relationships Requirements: Bachelor's degree, 5+ years in financial services with 2+ years in leadership, proficiency with Microsoft Office, ability to travel within market, strong coaching and relationship skills. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Excel Certifications: series 9, series 10, series 24, series 7, series 63, series 65, series 66, life and health insurance, cfp, cfa, cima Commitment: Full Time Workplace: Remote Languages: English