Financial Services Professional

17 hours ago


Charlotte, North Carolina, United States HomeTrust Bank Full time
Job Summary

The Financial Advisor role at HomeTrust Bank involves providing personalized investment and insurance solutions to clients, while maintaining a strong focus on customer relationships and service.

Key Responsibilities:

  • Consult with clients to understand their financial goals and objectives
  • Develop and implement tailored investment and insurance strategies
  • Collaborate with internal partners to drive business growth and expansion
  • Maintain compliance with regulatory requirements and industry standards

Requirements

  • Bachelor's degree in a relevant field
  • 2+ years of experience in sales and/or financial services
  • FINRA Series 7 and 65 licenses
  • Applicable state life and health licenses
  • Excellent communication and interpersonal skills

About HomeTrust Bank

HomeTrust Bank is a community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia.

Work Environment

The Financial Advisor role operates in a professional office environment, requiring frequent communication and collaboration with internal partners and clients.

Disclaimer

HomeTrust Bank reserves the right to revise the job description or require additional tasks as assigned.



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