Financial Solutions Advisor: Banking & Investments

A financial institution in Charlotte, NC is seeking a Financial Advisor to provide comprehensive investment and insurance solutions. Key responsibilities include interfacing with branch employees, analyzing customer financial data, and closing sales from referrals. Required qualifications include Series 7 and 66 licenses, proficiency in Microsoft Office, and excellent communication skills. This position emphasizes building strong relationships and delivering client-focused financial advice. #J-18808-Ljbffr