About this role
Financial Advisor - Charlotte, NC at Usbank. Location: Charlotte, North Carolina, United States. Role: advising clients, constructing portfolios, delivering strategies Requirements: Bachelor's degree or equivalent experience; 3-5 years financial sales experience; FINRA Series 7, 63, 65 or 66 and applicable state insurance license; strong financial planning, relationship management, and analytical skills. Category: Finance and Accounting Seniority: Mid Level Certifications: series 7, series 63, series 65, series 66, state insurance Commitment: Full Time Workplace: Onsite Languages: English