Financial Advisor Jobs in Charlotte, NC (7,296)
Customer Service Representative – Financial Services
Investment Counselor (Financial Advisor Alternative)
Financial Advisor
Financial Advisor
Financial Advisor - PNC Wealth Management
Financial Advisor
Certified Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor: Risk & Wealth Planner
Private Wealth Financial Advisor
Private Wealth Financial Advisor
Financial Advisor & Planner
Financial Advisor - PNC Wealth Management
Financial Advisor
Certified Financial Advisor
Financial Advisor
Financial Advisor, Specialist
Financial Advisor
Certified Financial Advisor
Financial Advisor/Wealth Manager - Charlotte, NC
Financial Advisor
Financial Advisor
Associate Financial Advisor
Financial Advisor
Lead Financial Advisor
Financial Relationship Advisor
Financial Advisor - Entry Level
Financial Advisor
Financial Advisor
Financial Advisor
Investment Counselor (Financial Advisor Alternative)
Financial Advisor
Financial Advisor Salary in Charlotte
Financial Advisors working in Charlotte, NC make an average annual salary of $69K and a maximum annual salary of around $148K.
Job Description
Working as a Financial Advisor in Charlotte, NC
There are 7,296 Financial Advisor opportunities available in Charlotte, NC all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
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Financial Advisor jobs near Charlotte, NC
Financial Advisors in Charlotte, NC Resume Data
Average Experience for Financial Advisors in Charlotte, NC
- More than 10 years: 60%
- 6-10 years: 27%
- 3-5 years: 10%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Charlotte, NC
- Bachelors: 62%
- Masters: 16%
- Diploma: 12%
- Associates: 9%
- Doctorate: 2%
Top Skill for Financial Advisors in Charlotte, NC
- Sales skills: 18%
- Customer focus & orientation: 16%
- Attention to detail: 13%
- Customer service: 11%
- Spreadsheets with Microsoft Excel: 8%
- Work style: Reliability: 8%
- Written communication: 8%
- Management & leadership skills: Impact & influence: 7%
- Scheduling: 7%
- Analyzing data: 6%
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