Talent.com

Financial advisor trainee Jobs in Winston-Salem, NC

Create a job alert for this search

Financial advisor trainee • winston salem nc

Last updated: 4 hours ago

Member Advisor

Allegacy Federal Credit UnionClemmons, NC, United States
Full-time

This position has initial contact with members needing customer service, transactional, deposit and loan assistance.They satisfy member's financial needs by processing monetary transactions efficie... Show more

Product Manager Management Trainee

Hanes Industries IncorporatedWinston Salem, NC, United States
Full-time

Hanes Companies, a division of Leggett & Platt (Member of S&P 500), is seeking a management trainee.This supply chain focused position is a great opportunity for someone to learn our business and m... Show more

Financial Advisor - Winston-Salem, NC

Truliant Federal Credit UnionWinston Salem, NC, United States
Full-time

Truliant Federal Credit Union Position.Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions.Our core values of Member... Show more

Financial Advisor

Pinnacle BankWinston Salem, NC, United States
Full-time

Pinnacle Financial Advisor Position.At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful.We work to ensure that every assoc... Show more

Remote Financial Advisor (CFA or CFP)

Micro1Clemmons, North Carolina, US
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

Financial Analyst

Donatech CorporationWinston Salem, NC, United States
Temporary

Program Planning And Control Temporary Position.Program Planning and Control has a temporary position available to support program finance for our Commercial Seating and Furniture business.We are s... Show more

Sr. Financial Analyst, Financial Reporting & Analysis

Lowes FoodsWinston Salem, NC, United States
Full-time

Financial Analyst will contribute to the company's success through providing financial and analytic partnership and deliverables.Financial Analyst will work with their business partners to ensure o... Show more

Store Leader (Manager) Trainee

7-ElevenWinston Salem, NC, United States
Part-time

The Store Leader is the heart and soul of the store.A Store Leader with an Assistant or two make up the store's leadership team executing merchandising and marketing initiatives, driving profitabil... Show more

Financial Professional

The Pelora GroupWinston Salem, NC, United States
Full-time

Are you seeking an opportunity to impact your community, build a legacy for yourself and your clients, and find the independence and flexibility you value without being alone?.As a Financial Adviso... Show more

Beauty Advisor

Ulta Beauty, Inc.Clemmons, North Carolina, United States
Part-time

A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences—for true beauty enthusiasts.At Ulta Beauty, we’re transforming the world one shade, one lash... Show more

Fire Sprinkler Technician Trainee

Eagle FireWinston Salem, NC, United States
Full-time

Our expertise caters to commercial, industrial, government, and mercantile facilities.As we expand across VA, NC, SC, GA, AL, TN, and TX we're enhancing scheduling consistency and ensuring faster c... Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanyWinston Salem, NC, United States
$61,000.00 yearly
Full-time

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Show more

Management Trainee

Enterprise HoldingsWinston Salem, NC, United States
$50,025.00 yearly
Full-time

Start your career with Enterprise Mobility! We're hiring immediately for our respected Management Training Program.Whether you see yourself in sales, business development, customer service, retail ... Show more

Financial Supervisor/ Manager

Careers Integrated Resources IncWinston Salem, NC, United States
Full-time

We deliver strategic workforce solutions that help you manage your talent and business more efficiently and effectively.Since launching in 1996, IRI has attracted, assembled and retained key employ... Show more

Wealth Advisor

Wisepath Financial GroupWinston Salem, NC, United States
Full-time

Build the Practice You've Always Wanted.Most experienced advisors don't leave because they stop believing in the profession.They leave because they outgrow the limitations around them.They become f... Show more

Product Manager Management Trainee

Hanes CompaniesWinston Salem, NC, US
Full-time
Quick Apply

Hanes Companies, a division of Leggett & Platt (Member of S&P 500), is seeking a Management Trainee.This supply chain focused position is a great opportunity for someone to learn our busine... Show more

Residential Comfort Advisor

Aspire Heating & CoolingWinston-Salem, NC, USA
$120,000.00 yearly
Full-time
Quick Apply

Company-Provided Leads | No Cold Calling | No Door Knocking.Commission | Earn $120,000-$250,000+ Annually.Turn Qualified Opportunities into Six-Figure Success.If you're an experienced in-home sales... Show more

 • New!

Advisor Development Program - Winston Salem Financial Solutions Advisor Trainee: Financial Center -

Bank of AmericaWinston Salem, NC, United States
Full-time

Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I).Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services f... Show more

Financial Aid Counselor, Financial Aid

Wake Forest UniversityWinston Salem, NC, United States
Full-time

The Financial Aid Counselor provides counseling, need analysis, and packaging for a designated caseload of students.In addition to direct counseling responsibilities, the counselor assumes function... Show more

People also ask
The cities near Winston-Salem, NC that boast the highest number of financial advisor trainee jobs are:
Member Advisor

Member Advisor

Allegacy Federal Credit UnionClemmons, NC, United States
18 days ago
Job type
  • Full-time
Job description

Job Title

General Accountability

This position has initial contact with members needing customer service, transactional, deposit and loan assistance. They satisfy member's financial needs by processing monetary transactions efficiently and accurately. This individual will provide excellent customer service and sell products and services to meet the members' specific needs. They process all loan applications submitted via Internet, phone, mail or fax, insuring that the correct information is obtained for accuracy. Handle multiple tasks with organizational skills to assist manager and other financial center staff. This position will require face-to-face contact with the membership on a daily basis.

Nature and Scope

  • Work as a Trusted Advisor offering expert advice
  • Offering depth and breadth of knowledge for financial products and services
  • Listen to members needs
  • Ask questions to understand member needs
  • Develop professional and personal trust among members and fellow colleagues
  • Act in a collaborative environment
  • Provide insight to member needs by offering appropriate financial solutions
  • Analyze and synthesize facts to best meet needs of the member
  • Demonstrate relationship building attributes such as:
  • Empathy
  • Integrity
  • Awareness and keen observation
  • Strong values
  • Self-awareness
  • Selfless Independence
  • Big Picture Thinking and Framework
  • Face-to-Face interactions with members and prospects
  • Exceptional Member Service offered to all members
  • Ability to have consultative conversations with members and recommend appropriate financial products and services
  • Profile Members and record information in CRM
  • Input Prospects and referrals
  • Set Follow-Up appointment
  • Ability to discuss and sell AFCU products and services and to operate in a sales oriented environment.
  • Knowledge of Consumer Lending, Risk Based Lending and Credit Scoring and Credit Bureau interface for Miser and Velocity
  • Handle member complaints, and problems, with the ability to defuse member anger.
  • Offer assistance to all AFCU financial centers, The Call Center, Visa, Accounting, and Mortgage Departments, and Anytime Access/ Digital Insight
  • Display a professional, courteous and helpful attitude to customers internal and external.
  • Ability to maintain confidentiality in respect to the member's financial affairs and confidences
  • Eligibility to be bonded
  • Able to work overtime, as needed

Requirements

Education and Experience

High School graduate or equivalent required

Cash handling experience preferred

Two or more years in sales environment, preferably financial products and services

Two years financial institution experience preferred

Eligible to be registered as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System