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Financial Advisor Jobs in Lincolnton, NC (414)

Tax Expert - On-Site

Intuit
Mooresville, NC
Part-Time
Diversity Leader
Icon: salary
$27 - $41 / hour

Associate Medical Device Sales Representative

Medical Sales College
Gastonia, NC
Hospitality
Dental Insurance
Vision Insurance

Investment Counselor (Financial Advisor Alternative)

Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$10k / month

Beauty Advisor Sally Beauty Lincolnton NC

SBH Health System
Lincolnton, NC
New
401(k)
Dental Insurance
Vision Insurance

Trust Officer

Old North State Trust
Mooresville, NC

Financial Consultant

South State
Dallas, NC
New
‌

Client Service Associate

TalentLink Solutions
Cornelius, NC
New
‌

Personal Financial Representative - NC

Allstate Insurance
Belmont, NC
New
Health Insurance
Education
‌

Financial Advisor

Northwestern Mutual Life Insurance
Huntersville, NC
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Financial Advisor

Northwestern Mutual
Huntersville, NC
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

US Experienced Financial Advisor

Edward Jones
Gastonia, NC
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$50k / year
‌

Financial Advisor - Charlotte / Ballantyne, NC

Thrivent Financial for Lutherans
Gastonia, NC
New
Hospitality
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$17 / hour
‌

Financial Solutions Advisor Consumer Investments - Charlotte Market

Bank of America
Cornelius, NC
New
Diversity Leader
Eco-Friendly
‌

Hybrid CPA / Enrolled Agent

Boutique Recruiting
Huntersville, NC
Hybrid
Icon: salary
$85k - $125k / year
‌

Financial Advisor - Thrive Financial Partners

uFinancial
Huntersville, NC
New
Hospitality
‌

Oncology Financial Counselor

CaroMont Health
Gastonia, NC
New
‌

Investment Consultant - Huntersville, NC

Fidelity Investments
Huntersville, NC
Education
‌

Financial Advisor

United Bank
Lincolnton, NC
‌

Financial Advisor

Cetera Financial Group
Mooresville, NC
‌

Banking Financial Advisor: Investments & Insurance

United Bank
Lincolnton, NC
‌

Investment Solutions Advisor - Build Customized Financial Plans

Bank of America
Cornelius, NC
Diversity Leader
Eco-Friendly
‌

Client-Focused Financial Advisor

The Western and Southern Life Insurance
Hickory, NC
Health Insurance
‌

Financial Advisor - Client Relationship

Belmont Capital Advisors
Belmont, NC
New
‌

Impactful Financial Advisor & Community Builder

Modern Woodmen
Shelby, NC
New
Health Insurance
‌

Financial Services Advisor: Flexible Schedule & Growth

Sig Holcomb - State Farm Agent
Conover, NC
New
Part-Time
Flexible Schedule
‌

Experienced Financial Advisor Growth, Open Platform

Prudential Advisors
Gastonia, NC
New
‌

Wealth & Insurance Solutions Advisor

Western & Southern Life
Hickory, NC
New
‌

PRN Patient Financial Counselor

Duke Clinical Research Institute
Mooresville, NC
New
‌

Wealth Management Client Associate

United States Digital Space
🌎 Remote
New
Remote
Hybrid
‌

Emergency Financial Care Counselor - PRN

Duke Careers
Mooresville, NC
New
‌

Financial Consultant (Remote Eligible)

RemoteWorker US
🌎 Remote
New
Remote
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$52k - $64k / year
‌

Wealth Advisor: Investments, Planning & Client Growth

Cetera Financial Group
Mooresville, NC
‌

Investment Counselor (Financial Advisor Alternative)

myGwork - LGBTQ+ Business Community
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$10k / month
‌

Remote Financial Advisor & Investment Planner

Wescom Financial
🌎 Remote
Remote

Job Description

Working as a Financial Advisor in Lincolnton, NC

There are 414 Financial Advisor opportunities available in Lincolnton, 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.

Financial Advisor jobs near Lincolnton, NC

  • Charlotte, NC
  • Concord, NC
  • Hickory, NC

Financial Advisors in Lincolnton, NC Resume Data

Average Experience for Financial Advisors in Lincolnton, NC

  • More than 10 years: 64%
  • 6-10 years: 26%
  • 3-5 years: 7%
  • 1-2 years: 3%

Educational Background for Financial Advisors in Lincolnton, NC

  • Bachelors: 60%
  • Diploma: 18%
  • Masters: 10%
  • Associates: 8%
  • Doctorate: 3%

Top Skill for Financial Advisors in Lincolnton, NC

  • Customer service fit: 16%
  • Work style: Reliability: 16%
  • Basic computer skills: 11%
  • Sales skills: 11%
  • Filing & organization: 11%
  • Receptionist: 11%
  • Scheduling: 11%
  • Administrative assistant/receptionist: 5%
  • Bartending: 5%
  • Technical support: Customer situations: 5%

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