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Banking Financial Advisor: Wealth Solutions

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: United Bank
Full Time position
Listed on 2026-02-02
Job specializations:
  • Finance & Banking
    Financial Sales, Banking & Finance
  • Sales
    Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services institution located in Raleigh, North Carolina is seeking a Financial Advisor to provide investment and insurance solutions. Key responsibilities include training branch employees for referrals, meeting clients to assess their financial needs, and promoting the Bank’s products. Candidates must be licensed (Series 7, Series 66) and have strong sales and communication skills. Travel within the territory is required.

This position offers a dynamic environment focused on building relationships and achieving sales goals.
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