Financial Advisor

{
  "content_hash": "49e8aa8685e10e5fe53dcccd12a281c30106c17f87a77aeb99a47d14c24f5cd1",
  "source_hash": "8768bfe293a6b2bd274e0a38489f50bc965072064421a17b5e206a5f754c00c1",
  "last_changed_at": "2026-06-06T12:17:57.741Z",
  "active_status": "active"
}

{
  "language": "en",
  "location": {
    "raw": "New Bern, New Bern, NC, US, New Bern, NC",
    "city": "New Bern",
    "region": "NC",
    "country": "United States",
    "is_remote": false,
    "confidence": 0.95
  },
  "salary_max": null,
  "salary_min": null,
  "inferred_at": "2026-06-06T12:17:57.740Z",
  "launch_scope": {
    "reason": "english_us_canada",
    "included": true,
    "language": "en",
    "location": {
      "raw": "New Bern, New Bern, NC, US, New Bern, NC",
      "city": "New Bern",
      "region": "NC",
      "country": "United States",
      "is_remote": false,
      "confidence": 0.95
    },
    "countries": [
      "United States"
    ]
  },
  "remote_policy": null,
  "salary_period": null,
  "workplace_type": null,
  "salary_currency": null
}

{}

{
  "detail": {
    "links": [],
    "itemID": "9201761604818_1",
    "postDate": "2024-09-26T16:56:00.000-04:00",
    "workLevelCode": {
      "shortName": "Full Time Regular Policy"
    },
    "customFieldGroup": {
      "dateFields": [
        {
          "nameCode": {
            "codeValue": "PostingDate"
          },
          "dateValue": "2024-09-26T16:56Z"
        },
        {
          "nameCode": {
            "codeValue": "CurrentServerDateTime"
          },
          "dateValue": "2026-06-06T08:17Z"
        }
      ],
      "numberFields": [
        {
          "numberValue": 0,
          "categoryCode": {
            "codeValue": "ApplicantCount"
          }
        },
        {
          "categoryCode": {
            "codeValue": "AwardAmount"
          }
        }
      ],
      "stringFields": [
        {
          "nameCode": {
            "codeValue": "ExternalJobID"
          },
          "stringValue": "543061"
        },
        {
          "nameCode": {
            "codeValue": "CareerCenterRefId"
          }
        },
        {
          "nameCode": {
            "codeValue": "GuidelineOid"
          }
        },
        {
          "nameCode": {
            "codeValue": "CurrencySymbolOrCode"
          }
        },
        {
          "nameCode": {
            "codeValue": "HomeDepartment"
          },
          "stringValue": ""
        },
        {
          "nameCode": {
            "codeValue": "JobClass"
          },
          "stringValue": "Sales "
        }
      ],
      "indicatorFields": [
        {
          "nameCode": {
            "codeValue": "PriortyStatusFlag"
          },
          "indicatorValue": false
        },
        {
          "nameCode": {
            "codeValue": "InternalPostingFlag"
          },
          "indicatorValue": false
        },
        {
          "nameCode": {
            "codeValue": "MinValue"
          },
          "indicatorValue": true
        },
        {
          "nameCode": {
            "codeValue": "IsVsidApplicable"
          },
          "indicatorValue": true
        },
        {
          "nameCode": {
            "codeValue": "IsSassDlReqForExtPostFlag"
          },
          "indicatorValue": false
        },
        {
          "nameCode": {
            "codeValue": "IsSassDlReqForIntPostFlag"
          },
          "indicatorValue": false
        },
        {
          "nameCode": {
            "codeValue": "IsMonetaryFlag"
          },
          "indicatorValue": false
        },
        {
          "nameCode": {
            "codeValue": "IsNonMonetaryFlag"
          },
          "indicatorValue": false
        }
      ]
    },
    "requisitionTitle": "Financial Advisor",
    "clientRequisitionID": "1275",
    "organizationalUnits": [],
    "postingInstructions": [],
    "additionalProperties": {},
    "requisitionLocations": [
      {
        "address": {
          "cityName": "New Bern",
          "postalCode": "28562",
          "countrySubdivisionLevel1": {
            "codeValue": "NC"
          }
        },
        "nameCode": {
          "shortName": "New Bern, New Bern, NC, US"
        },
        "aliasNames": []
      }
    ],
    "screeningRequirements": [],
    "requisitionDescription": "\n    <link href=\"https://static.workforcenow.adp.com/mas/mdf-components/24.37.25/styles/froala_editor.pkgd.min.css\" rel=\"stylesheet\" type=\"text/css\" />\n    <link href=\"https://static.workforcenow.adp.com/mas/mdf-components/24.37.25/styles/froala_style.min.css\" rel=\"stylesheet\" type=\"text/css\" />\n\n    <div class=\"fr-view\">\n      <div id=\"isPasted\"><p><strong>Position: &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Financial Advisor &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</strong></p><p><strong>Reports To:</strong><strong>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Director of Investment Services &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</strong></p><p><strong>FLSA Status:</strong><strong>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Exempt</strong></p><p><strong>&nbsp;</strong></p><p><strong><u>Role Summary:</u>&nbsp;</strong></p><p><strong>&nbsp;</strong></p><p>This position is responsible for providing existing and prospective clients with information regarding a wide range of financial planning products and services, utilizing specialized areas of expertise to find the appropriate products and services for each client.<br>&nbsp;<br>&nbsp;Determines specific customer needs and ensures that appropriate market transactions are executed. Provides advice to customers on personal investment product purchases.<br>&nbsp;<br>&nbsp;Maintains expertise with the current investment product portfolio to ensure optimum marketing potential.<br>&nbsp;<br>&nbsp;Keeps informed of industry product trends and issues; identifies opportunities for improvement and makes recommendations to management.<br>&nbsp;<br><strong>Job Requirements</strong></p><ul><li>College degree or equivalent experience required.</li><li>2-4 years relevant experience.</li><li>Certification/License: Series 6, 63, 7, 24, 65 and life insurance licenses required.</li><li>Ability to foster and cultivate relationships with prospective and existing customers.</li><li>Excellent presentation skills to enhance the organization&rsquo;s image to prospective customers.&nbsp;</li><li>Ability to communicate effectively and clearly to a broad range of existing and potential customers.</li><li>Ability to acquire and maintain changing product information for all products supported, as well as maintaining a broad knowledge of the industry and the ability to keep informed of trends and developments.</li><li>Innovation and flexibility are essential to meet the demands of an ever-changing market.</li><li>Excellent analytical skills are needed to recommend the appropriate products and services to customers.</li><li>Ability to work with a team and share knowledge and skills.</li><li>Ability to conduct business in a highly ethical manner which keeps in line with regulatory requirements.</li></ul><p>&nbsp;</p><p>The Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards in an effort to achieve sales results and long term client satisfaction.</p><p>&nbsp;</p><p><strong>Position Duties:</strong></p><ul><li>Achieve or exceed individual revenue goals as defined on an annual basis.</li><li>Meet or exceed all branch matrix goals for assigned territory if applicable.</li><li>Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with FA role as evidenced on internal / external audits, compliance items and customer-initiated complaints.</li><li>Maintain required continuing education professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank&#39;s uninsured Products Policy Statement and all applicable state and federal regulations.</li><li>Execute on key internal partnering activities including regular branch visits, banker / branch trainings and area meetings.</li><li>Create strong external relationships in an effort to develop referral sources and meet appointment objectives.</li><li>Network in the community to enhance the bank&rsquo;s image and forge relationships.&nbsp;</li><li>Provide active mentoring and coaching to the Assistant Financial Advisor. &nbsp;</li></ul><p><strong>Qualifications:</strong></p><ul><li>Bachelor&#39;s Degree or Equivalent</li><li>Experience providing investment guidance and advice to clients.</li><li>Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards.</li><li>Experience: Between 2-4 years</li><li>Licenses/Certifications: FINRA licenses 7 and 66, or 7 and 63 and 65 as well as appropriate state insurance licenses required.</li></ul><p><strong>Specialized Knowledge:</strong></p><ul><li>Ability to effectively communicate and coach while responding to all customer inquiries in an efficient manner.</li><li>Superior sales skills and have a command of all aspects of investment and insurance products including mutual funds and annuities.</li><li>Thorough understanding of economic principles and compliance standards.</li></ul></div>\n    </div>\n  \n",
    "sponsoredVisaTypeCodes": []
  },
  "list_job": {
    "links": [],
    "itemID": "9201761604818_1",
    "postDate": "2024-09-26T16:56:00.000-04:00",
    "workLevelCode": {
      "shortName": "Full Time Regular Policy"
    },
    "customFieldGroup": {
      "dateFields": [
        {
          "nameCode": {
            "codeValue": "PostingDate"
          },
          "dateValue": "2024-09-26T16:56Z"
        },
        {
          "nameCode": {
            "codeValue": "CurrentServerDateTime"
          },
          "dateValue": "2026-06-06T08:17Z"
        }
      ],
      "numberFields": [
        {
          "numberValue": 0,
          "categoryCode": {
            "codeValue": "ApplicantCount"
          }
        },
        {
          "categoryCode": {
            "codeValue": "AwardAmount"
          }
        }
      ],
      "stringFields": [
        {
          "nameCode": {
            "codeValue": "ExternalJobID"
          },
          "stringValue": "543061"
        },
        {
          "nameCode": {
            "codeValue": "CareerCenterRefId"
          }
        },
        {
          "nameCode": {
            "codeValue": "GuidelineOid"
          }
        },
        {
          "nameCode": {
            "codeValue": "CurrencySymbolOrCode"
          }
        },
        {
          "nameCode": {
            "codeValue": "HomeDepartment"
          },
          "stringValue": ""
        },
        {
          "nameCode": {
            "codeValue": "JobClass"
          },
          "stringValue": "Sales "
        }
      ],
      "indicatorFields": [
        {
          "nameCode": {
            "codeValue": "PriortyStatusFlag"
          },
          "indicatorValue": false
        },
        {
          "nameCode": {
            "codeValue": "InternalPostingFlag"
          },
          "indicatorValue": false
        },
        {
          "nameCode": {
            "codeValue": "MinValue"
          },
          "indicatorValue": true
        },
        {
          "nameCode": {
            "codeValue": "IsVsidApplicable"
          },
          "indicatorValue": true
        },
        {
          "nameCode": {
            "codeValue": "IsSassDlReqForExtPostFlag"
          },
          "indicatorValue": false
        },
        {
          "nameCode": {
            "codeValue": "IsSassDlReqForIntPostFlag"
          },
          "indicatorValue": false
        },
        {
          "nameCode": {
            "codeValue": "IsMonetaryFlag"
          },
          "indicatorValue": false
        },
        {
          "nameCode": {
            "codeValue": "IsNonMonetaryFlag"
          },
          "indicatorValue": false
        }
      ]
    },
    "requisitionTitle": "Financial Advisor",
    "clientRequisitionID": "1275",
    "organizationalUnits": [],
    "postingInstructions": [],
    "additionalProperties": {},
    "requisitionLocations": [
      {
        "address": {
          "cityName": "New Bern",
          "postalCode": "28562",
          "countrySubdivisionLevel1": {
            "codeValue": "NC"
          }
        },
        "nameCode": {
          "shortName": "New Bern, New Bern, NC, US"
        },
        "aliasNames": []
      }
    ],
    "screeningRequirements": [],
    "sponsoredVisaTypeCodes": []
  },
  "detail_meta": {
    "url": "https://workforcenow.adp.com/mascsr/default/careercenter/public/events/staffing/v1/job-requisitions/543061?cid=8fb25b43-269a-40c6-8dbc-c64bde583f9f&ccId=19000101_000001&lang=en_US&locale=en_US",
    "http_status": 200,
    "content_type": "application/json;charset=UTF-8",
    "response_bytes": 9380
  },
  "detail_errors": []
}