About this role
Financial Advisor - Charlotte, NC at TowneBank. Location: Charlotte, North Carolina, United States. Role: recommending investments, executing orders, maintaining compliance Requirements: Required securities licenses (Series 7, 63 and/or 66) or equivalent, life insurance license, strong investment knowledge, compliance with broker-dealer and AML rules, computer proficiency (Windows/Outlook), and strong communication skills. Category: Sales Seniority: Mid Level Tools: Microsoft Windows, Microsoft Outlook, Microsoft Word, Microsoft Excel Certifications: series 7, series 63, series 66, life insurance Commitment: Full Time Workplace: Onsite Languages: English