About this role
Financial Advisor - Charlotte, NC at TowneBank. Location: Charlotte, North Carolina, United States. Role: making recommendations, executing orders, maintaining communication Requirements: Required Series 7, 63 and/or 66 and/or life insurance license; strong investment product knowledge; competence in Windows and MS Outlook; maintain continuing education and compliance with AML/BSA. Category: Finance and Accounting Seniority: Mid Level Tools: Windows, Microsoft Outlook, Microsoft Word, Microsoft Excel Certifications: series 7, series 63, series 66, life insurance Commitment: Full Time Workplace: Onsite Languages: English