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2 jobs found in charlotte

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EQ
Oct 02, 2026
Mutual Funds Internal Wholesaler (HYBRID)
EQH Charlotte, NC
What You Will Bring   Required Qualifications Bachelors Degree, or equivalent professional work experience 1+ years of experience within capital markets, financial services, or a related industry with a introductory understanding of investment products, financial markets, and industry practices. FINRA Series 6 and 63 registrations, active upon hire FINRA Series 7 registration active upon hire, or ability to obtain within 180 days of hire Prior account management experience or sales experience   Preferred Qualifications Knowledge of the investment industry, with the ability to identify and capitalize on business opportunities both within and beyond established markets Self-motivated, positive, and collaborative team player with effective communication skills and the ability to build lasting relationships with internal and external partners Understanding of the distinct needs of proprietary sales teams, external...
Pacific Life
Sep 09, 2026
Internal Wholesaler - Annuity
Pacific Life Charlotte, NC
Job Description: This position includes incentive compensation in addition to the annual salary. Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented  Internal Wholesaler - Annuity to join our team in Omaha, NE, Newport Beach, CA or our new location in Charlotte, NC! This is a hybrid role with four days in the office and one day at home. As an Internal Wholesaler, you’ll move...
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