Financial Advisor
United Bank Inc
The Financial Advisor role at United Bank partners with the retail branch network in a defined Charlotte, NC territory to deliver comprehensive investment and insurance solutions to customers. The position emphasizes building a referral pipeline, meeting clients in branches and at homes, and providing tailored financial guidance. The role requires Series 7, Series 66, Life and Health licenses, strong communication, and daily travel to service clients. #J-18808-Ljbffr
Vacancy posted more than 2 months ago
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