Internal Client Strategist
Sterling Capital Management LLC - Charlotte, NC
Hiring: Internal Client Strategist Company: Sterling Capital Management LLC Location: Charlotte, NC Job Posted Time: 2026-09-09 18:05:00 About the job Experience: •2 years of investment sales experience or related industry experience Qualifications: •Bachelor’s degree or equivalent education and related training •2 years of investment sales experience or related industry experience •FINRA Series 7 & 66 (or similar) •Professional verbal and written communication skills •Excellent analytical skills and sound business judgment •Must be an independent self-starter and demonstrate a passion for sales •Demonstrated proficiency in standard computer applications such as Microsoft Office software products •Ability to travel, occasionally overnight •Preferred Qualifications: •Financial Intermediary field sales experience •MBA, CFA, CIMA, CFP Compensation: •Commensurate with experience Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!