Bank Financial Advisor Wealth Solutions
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-28
Listing for:
United Bank
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
The Financial Advisor role at United Bank partners with the retail branch network in a defined Charlotte, NC territory to deliver comprehensive investment and insurance solutions to customers. The position emphasizes building a referral pipeline, meeting clients in branches and at homes, and providing tailored financial guidance.
The role requires Series 7, Series 66, Life and Health licenses, strong communication, and daily travel to service clients.
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