Financial Advisor - Investment Services Group

Job Description

• Advise clients and prospective clients on personalized investment strategies based on financial objectives and risk tolerance.
• Source, develop, grow, and retain client relationships while generating securities and insurance sales through prospecting and referrals.
• Execute investment decisions, maintain accurate transaction and client records, and conduct regular investment-plan reviews.
• Requires a Bachelor's degree in Business, Accounting, Finance, or Banking—or equivalent education and related experience—plus FINRA Series 7 and 66 licenses, applicable state health and life insurance licenses, and securities sales/client relationship management experience.
• Regular, full-time role with 1st-shift scheduling in Greensboro, NC; work mode and compensation are not specified.