About this role
Financial Advisor at Ncsecu. Location: Kenansville or Burgaw. Role: advising members, developing relationships, coordinating referrals Requirements: Provide financial advisory services including investments, life insurance, trust and estate planning; maintain required licenses; 2+ years industry experience; strong communication, critical thinking, and independent work skills. Category: Finance and Accounting Seniority: Entry Level Tools: NetX 360, Envestnet, CXOne Certifications: life insurance, sie, series 6, series 63, series 65, series 7, series 66, atfa, cfp Commitment: Full Time Workplace: Onsite Languages: English