Wealth Management Advisor

First National Bank; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

First National Bank is seeking a Financial Advisor in Charlotte, NC to support business goals by servicing current clients and pursuing new opportunities. You will provide high-quality service, assess customer financial needs, and offer appropriate investment products.

The role involves cross-referrals to Trust, Insurance, and Loans, with ongoing compliance and continuing education. A strong client-focus and experience in financial services are important.

Qualifications

• High School diploma or GED required.
• Experience in financial services or banking preferred.
• Strong communication, organizational and analytical abilities.
• Licensing in finance (FINRA Series 7/63 & 65 or S66) may be required.
• Demonstrated ability to service and grow client relationships.

Responsibilities

• Manages and services existing clients, building relationships and addressing financial needs.
• Pursues new client acquisition from referrals and external sources.
• Identifies opportunities to cross-sell Wealth Management products and other bank services.
• Ensures licensing and compliance requirements are met for all activities.
• Supports risk management and adheres to regulatory guidelines.

Skills

Excellent communication

Customer service

Relationship management

Sales skills

Interpersonal skills

Analytical skills

MS Word

MS Excel

MS PowerPoint

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

First National Bank is seeking a Financial Advisor in Charlotte, NC to support business goals by servicing current clients and pursuing new opportunities. You will provide high-quality service, assess customer financial needs, and offer appropriate investment products.

The role involves cross-referrals to Trust, Insurance, and Loans, with ongoing compliance and continuing education. A strong client-focus and experience in financial services are important.