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Financial Advisor Financial Consultant Financial Services Banking & Finance

Licensed Financial Advisor — Bank Wealth & Referrals

Job in Durham, Durham County, North Carolina, 27703, USA
Listing for: United Bank
Full Time position
Listed on 2025-11-27
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services, Banking & Finance
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
A regional banking institution is seeking a Financial Advisor to provide investment and insurance solutions to clients. The role includes interfacing with branch employees to build referrals, collecting customer data, and marketing financial products. Required qualifications include Series 7, Series 66, and Life and Health licenses. This position offers opportunities for professional growth and aims to enhance client relationships within a dynamic banking environment.
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