About this role
Financial Advisor at Hudnall Capital Advisors. Location: Charlotte, North Carolina, United States. Role: providing recommendations, compiling profiles, creating plans Requirements: Bachelor's degree required; entry-level financial advisor role. Strong math, communication, and relationship skills. FINRA Series 7 and 63/66 preferred. Proficiency with Microsoft Office, CRM, financial planning software, and Google Suite. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, CRM systems, financial planning software, Google Suite Certifications: series 7, series 63, series 66 Commitment: Full Time Workplace: Onsite Languages: English