Financial Advisor

United Bank
Any Location, NC
Category Sales
Job Description
The Financial Advisor will work with retail branch banking to provide investment and insurance solutions to customers and develop a referral pipeline of qualified prospects. The role requires a comprehensive understanding of financial products and excellent communication skills.

Requirements

  • Series 7, Series 66, Life and Health licenses required
  • Proficiency in Microsoft Office products
  • Prior Sales experience in a bank environment is preferred

Benefits

  • Paid time off
  • 401(k) matching
  • Health insurance
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