About this role
Financial Advisor - Matthews, NC at Branch Operations - D0000836. Location: Matthews, North Carolina, United States. Role: Prospect clients, Grow book of business, Conduct client consultations Requirements: Proven ability to prospect and grow and established book of business; FINRA Series 7 and NASAA 63/65 or 66; Life & Health license preferred or obtain within 90 days; strong analytical, communication, and problem-solving skills. Category: Finance and Accounting Seniority: Mid Level Certifications: finra series 7, nasaa series 63, nasaa series 65, nasaa series 66, life & health insurance Commitment: Full Time Workplace: Hybrid Languages: English