Wealth Advisor: Build Clients & Investment Solutions

Fnb Online; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

A leading financial services firm in North Carolina is seeking a Financial Advisor for its Brokerage Group. This role focuses on managing client relationships, acquiring new customers, and providing high-quality service. Candidates need at least a high school diploma, relevant experience, and certification including FINRA Series 7 and 63 or 65. Strong management, communication, and customer service skills are essential. Join a recognized top workplace and make a difference in clients' financial futures.

Qualifications

• 3+ years of job-related experience.
• Must possess FINRA Series 7 and 63 or 65 certification.
• Life and Health insurance license required.

Responsibilities

• Manage and service existing clients and acquire new clients.
• Identify sales opportunities and refer customers as needed.
• Maintain client files and ensure compliance with regulations.

Skills

Excellent management skills

Excellent communication skills

Excellent organizational skills

Excellent customer service skills

Analytical skills

Interpersonal skills

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

A leading financial services firm in North Carolina is seeking a Financial Advisor for its Brokerage Group. This role focuses on managing client relationships, acquiring new customers, and providing high-quality service. Candidates need at least a high school diploma, relevant experience, and certification including FINRA Series 7 and 63 or 65. Strong management, communication, and customer service skills are essential. Join a recognized top workplace and make a difference in clients' financial futures.