Financial Services Specialist

4 days ago


New Bern, North Carolina, United States Southern Bank of North Carolina and Virginia Full time
Job Summary

We are seeking a highly skilled Financial Advisor to join our team at Southern Bank of North Carolina and Virginia. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Conduct financial needs assessments and develop personalized financial plans for clients.
  • Provide investment advice and recommendations to clients, ensuring compliance with regulatory requirements.
  • Maintain a thorough understanding of financial products and services, including mutual funds, annuities, and life insurance.
  • Develop and maintain strong relationships with clients, providing exceptional customer service and support.
  • Stay up-to-date with industry trends and developments, ensuring that clients receive the most current and relevant financial advice.
Requirements
  • Bachelor's degree or equivalent experience.
  • 2-4 years of experience in financial services, with a focus on investment planning and wealth management.
  • FINRA licenses 7 and 66, or 7 and 63 and 65, as well as appropriate state insurance licenses.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and make informed recommendations.
What We Offer

As a Financial Advisor at Southern Bank of North Carolina and Virginia, you will have the opportunity to work with a talented team of professionals who are dedicated to providing exceptional service to our clients. We offer a competitive compensation package, including a base salary, commission, and benefits. If you are a motivated and results-driven individual who is passionate about providing exceptional financial guidance and advice, we encourage you to apply for this exciting opportunity.



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