Financial Advisor Salaries in Pineville, NC

Comfortable making outbound calls to further educate clients and uncover opportunities. FINRA Series 7 & 66 licensed and hold appropriate state registrations,…

The typical consultant spends the majority of their time fielding inbound calls and the remainder of their time on follow up to clients and prospects.

Series 7, 63 and/or 66 (or equivalent) Life Insurance license. Properly process check deposits and security deposits in a timely manner.

Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…

Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,. The Purpose of Your Role.

Interface with/train branch employees in an effort to develop a referral pipeline of qualified prospects to ensure bank and employee referral goal attainment.