Financial Representative Jobs in Belmont, NC (4,242)
Customer Service Representative – Financial Services
TTEC
Charlotte, NC
Hourly
PTO
Health Insurance
Education
$19 / hour
Financial Advisor - PNC Wealth Management
PNC Financial Services Group
Charlotte, NC
Part-Time
Health Insurance
Vision Insurance
Parental Leave
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab Careers
Charlotte, North Carolina
New
Dental Insurance
Vision Insurance
Education
Parental Leave
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab Careers
Charlotte, North Carolina
Dental Insurance
Vision Insurance
Education
Parental Leave
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab Careers
Charlotte, North Carolina
Dental Insurance
Vision Insurance
Education
Parental Leave
Financial Representative
Western & Southern Life
Charlotte, NC
‌
Financial Representative
Davis Family Financial
Charlotte, NC
New
Part-Time
Flexible Schedule
‌
Financial Representative (CHARLOTTE, NC)
The Western and Southern Life Insurance
Charlotte, NC
‌
Financial Representative Seeking Growth
Mays Region - Modern Woodmen of America
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
$97k - $192k / year
‌
Financial Representative - Western & Southern Life
Charlotte Area Chamber of Commerce
Charlotte, NC
New
Dental Insurance
$1,000 / week
‌
Financial Account Representative - State Farm Agent Team Member
Ashley King
Charlotte, NC
New
Part-Time
Hourly
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
‌
Financial Representative
Tailored Management
🌎 Remote
Remote
Hourly
$19 / hour
‌
Financial Representative Entry Level
Walker Region - Modern Woodmen of America
🌎 Remote
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
$17 / hour
‌
Private Wealth Financial Advisor
CG Financial
Charlotte, NC
New
‌
Financial Advisor
SECU
Denver, NC
‌
Financial Advisor
First Command Financial Services
Charlotte, NC
New
Hourly
‌
Financial Advisor
Vanguard
Charlotte, NC
New
‌
Financial Advisor: Risk & Wealth Planner
Western & Southern Life
Charlotte, NC
‌
Entrepreneurial Financial Planner & Wealth Advisor
Northwestern Mutual
Charlotte, NC
$61k - $250k / year
‌
Senior CFP Financial Planner & Wealth Advisor
Dexian
Charlotte, NC
New
$65k - $80k / year
‌
Certified Financial Planner | Wealth Advisor & Client Lead
Dexian DISYS
Charlotte, NC
New
‌
Financial Advisor
Northwestern Mutual
Charlotte, NC
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
Northwestern Mutual Life Insurance
Charlotte, NC
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Wealth Advisor & Financial Planning Specialist
Vintage Wealth Management Group
Charlotte, NC
‌
Private Wealth Financial Advisor
Mycgfinancial
Charlotte, NC
‌
Financial Advisor/Wealth Manager - Charlotte, NC
Tristate Financial Advisors
Charlotte, NC
$100k / year
‌
Wealth Strategies Advisor
Bank of America
Charlotte, NC
New
Diversity Leader
Eco-Friendly
‌
Financial Advisor
Unavailable
Huntersville, NC
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Hybrid Financial Advisor Growth & Wealth Solutions
Navy Federal
Matthews, NC
Hybrid
$55k - $75k / year
‌
Strategic Financial Planner & Investment Advisor
Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly
‌
Strategic Financial Advisor Consultant
Teachers Insurance and Annuity Association of America
Charlotte, NC
$60k - $90k / year
‌
Financial Advisor
MassMutual Carolinas
Charlotte, NC
‌
Remote Sales Representative – Financial Products
Pregnantsee
🌎 Remote
Part-Time
Remote
Flexible Schedule
$85k - $200k / year
Job Description
Working as a Financial Representative in Belmont, NC
There are 4,242 Financial Representative opportunities available in Belmont, NC all with unique requirements.
A Financial Representative is responsible for meeting with customers to provide advice, information, and recommendations regarding a wide range of financial products, e.g. saving for retirement or college, understanding insurance policies and strategies that could concern their financial goals, and building life income plans and provision templates. Their role also includes educating customers on how to manage their money better or budget.
Financial Representative jobs near Belmont, NC
Financial Representatives in Belmont, NC Resume Data
Average Experience for Financial Representatives in Belmont, NC
- More than 10 years: 54%
- 6-10 years: 34%
- 3-5 years: 11%
- 1-2 years: 1%
- Less than 1 year: 0%
Educational Background for Financial Representatives in Belmont, NC
- Diploma: 37%
- Bachelors: 36%
- Associates: 17%
- Masters: 9%
- Doctorate: 1%
Top Skill for Financial Representatives in Belmont, NC
- Customer focus & orientation: 21%
- Customer service: 12%
- Attention to detail: 12%
- Work style: Reliability: 12%
- Call center customer service: 10%
- Sales skills: 10%
- Verbal communication: 7%
- Administrative assistant/receptionist: 7%
- Scheduling: 5%
- Data entry: Accuracy: 4%
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