About this role
Associate Bank Financial Advisor at Wf. Location: Roanoke, Virginia, United States. Role: assessing needs, referring customers, reviewing goals Requirements: FINRA/SIE licensing required or to be obtained, 6+ months customer service/sales experience, ability to assess client needs, meet regulatory fitness standards, and complete background and credit-related screenings. Category: Finance Seniority: Entry Level Tools: Microsoft Excel Certifications: sie, series 7, series 66, variable life and health insurance, loan originator (lo) Commitment: Full Time Workplace: Onsite Languages: English