About this role
Financial Advisor - Winston-Salem, NC at Truliantfcu. Location: Winston-Salem, North Carolina, United States. Role: building relationships, generating business, managing portfolios Requirements: 3–5 years financial services sales experience; ability to deliver tailored financial plans; proficiency with CRM and Microsoft Office; required Series 63/65/66, Series 7 within 90 days, and Life/Health license within 90 days. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Microsoft Office Certifications: series 63, series 65, series 66, series 7, life/health, cfp, chfc, clu, crpc Commitment: Full Time Workplace: Onsite Languages: English