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Financial Advisor Jobs in Wingate, NC (118)

Analytics Consultant 5 - Contingent

Pinnacle Technical Resources
Charlotte, NC
Hourly
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$60 - $68 / hour

New Home Consultant

Lennar Homes
Charlotte, NC
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave

Financial Advisor - Matthews, NC

Navy Federal Credit Union
Matthews, NC
New
Diversity Leader
Health Insurance
Icon: salary
$55k - $75k / year

Investment Counselor (Financial Advisor Alternative)

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

Remote Sales and Service Advisor

HMG Careers
🌎 Remote
Part-Time
Remote
Dental Insurance
Flexible Schedule
Education
Icon: salary
$69k / year

Principal, Transformation Analytics & Value Realization

Ascensus
🌎 Remote
Remote
Dental Insurance
Vision Insurance
Icon: salary
$150 - $170 / day
‌

Service Advisor

Tesla
Matthews, NC
New
Hourly
Eco-Friendly
Vision Insurance
‌

Automotive Service Advisor

Hyundai of Union County
Monroe, NC
New
Icon: salary
$60k - $150k / year
‌

Pharmacy Manager

Walgreens
Monroe, NC
New
Hourly
Hospitality
Health Insurance
Icon: salary
$67 / hour
‌

Automotive Technician B

The Auto Club Group
Matthews, NC
New
Hourly
401(k)
PTO
Education
Parental Leave
Icon: salary
$40k - $85k / year
‌

Automotive Technician B

AAA Auto Club Group
Matthews, NC
New
Hourly
401(k)
PTO
Education
Parental Leave
Icon: salary
$40k - $85k / year
‌

Behavior Technician/ RBT (Guaranteed Hours, Bonus)

ABS Kids
Monroe, NC
New
Icon: salary
$18.50 - $24 / hour
‌

Hybrid Financial Advisor Growth & Wealth Solutions

Navy Federal
Matthews, NC
Hybrid
Icon: salary
$55k - $75k / year
‌

Financial Advisor - Matthews, NC

Navy Federal
Matthews, NC
New
Health Insurance
Icon: salary
$55k - $75k / year
‌

Associate Financial Advisor

SkyKey Financial
Matthews, NC
Part-Time
Education
‌

Strategic Financial Advisor: Growth & Relationships

Navy Federal Credit Union
Matthews, NC
Diversity Leader
Icon: salary
$55k - $75k / year
‌

Client Relationship Analyst

Morgan Stanley
Charlotte, NC
‌

Voya Financial Advisors Charlotte

Voya Financial Advisors
Matthews, NC
Health Insurance
‌

Sales Representative- Mid-Market

Automatic Data Processing
Charlotte, NC
Entry-Level
Eco-Friendly
‌

Sales Senior Financial Analyst

Movement Mortgage
Indian Land, SC
Dental Insurance
Vision Insurance
Icon: salary
$84.3k - $108.2k / year
‌

Service Advisor

AAA Southern New England
Charlotte, NC
401(k)
PTO
Education
Parental Leave
Icon: salary
$50k - $65k / year
‌

Sr. Finance Manager Operations

Pactiv Evergreen
Charlotte, NC
Dental Insurance
Vision Insurance
Education
‌

Controller

Ferretti Search
Matthews, NC
‌

Annuity Operations Specialist (Charlotte, NC ((Hybrid) or Remote)

Brighthouse Financial
🌎 Remote
Remote
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$90k - $110k / year
‌

IRA Installation Analyst

Ascensus
🌎 Remote
Remote
Dental Insurance
Vision Insurance
Icon: salary
$20 - $22 / hour
‌

Relationship Manager

iSolved HCM
Charlotte, NC
‌

Sr. Account Manager - AEC Job | Esri Career Opportunity

Environmental Systems Research Institute
Charlotte, NC
Dental Insurance
Vision Insurance
Icon: salary
$114.4k - $218.4k / year
‌

Tesla Advisor, Sales

Tesla
Matthews, NC
Hourly
Eco-Friendly
401(k)
Vision Insurance
‌

Sr. GIS Account Manager - Utilities, Telecom, Rail Job | Esri Career Opportunity

Environmental Systems Research Institute
Charlotte, NC
Dental Insurance
Vision Insurance
Icon: salary
$114.4k - $218.4k / year
‌

Loan IQ SDK Senior Lead Developer - Senior Vice President

Citigroup
Charlotte, NC
Dental Insurance
Icon: salary
$176.7k - $265.1k / year
‌

Licensed Insurance Representative

Browning Insurance Agency
Matthews, NC
New
Education
‌

Strategic Sales Specialist

Automatic Data Processing
Charlotte, NC
Eco-Friendly
‌

Investment Counselor (Financial Advisor Alternative)

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

Investment Counselor (Financial Advisor Alternative)

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

Job Description

Working as a Financial Advisor in Wingate, NC

There are 118 Financial Advisor opportunities available in Wingate, 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 Wingate, NC

  • Charlotte, NC
  • Concord, NC
  • Rock Hill, SC

Financial Advisors in Wingate, NC Resume Data

Average Experience for Financial Advisors in Wingate, NC

  • More than 10 years: 74%
  • 6-10 years: 20%
  • 3-5 years: 5%
  • Less than 1 year: 1%

Educational Background for Financial Advisors in Wingate, NC

  • Bachelors: 56%
  • Masters: 19%
  • Diploma: 14%
  • Associates: 8%
  • Doctorate: 3%

Top Skill for Financial Advisors in Wingate, NC

  • Sales skills: 19%
  • Customer focus & orientation: 14%
  • Customer service: 11%
  • Attention to detail: 11%
  • Management & leadership skills: Impact & influence: 11%
  • Spreadsheets with Microsoft Excel: 8%
  • Supervisory skills: Motivating & assessing employees: 8%
  • Verbal communication: 8%
  • Call center customer service: 5%
  • Analyzing data: 5%

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