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Bank Financial Advisor — Investments & Client

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: United Bankshares
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Sales, Banking & Finance
  • Sales
    Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Bank Financial Advisor — Investments & Client Growth
A prominent financial institution is seeking a Financial Advisor to provide comprehensive investment and insurance solutions to customers in Raleigh, North Carolina. The role involves training branch employees to develop referrals and analyzing customer data to determine suitable financial products. Candidates should possess required licenses like Series 7 and strong communication skills. Previous sales experience in banking is preferred. This position offers opportunities for business development while ensuring customer satisfaction through ethical practices.
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