Finance Associate Salaries in Kernersville, NC

Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for,…

1 day ago

Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is…

$80,000 a year

Series 7, 63 and 65, or 66 strongly preferred or if unlicensed able to obtain licensing within twelve months from date of hire.

6 days ago

Is this position eligible for a remote or hybrid work arrangement, consistent with university and state policies. Appointment Type Permanent - Full-time.

Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business…

Understand how to develop an integrated book of business strategy in which all customers, through all channels, have a Financial Needs Assessment (FNA) and are…