Financial Representative Jobs in Charlotte, NC (4,683)
Customer Service Representative – Financial Services
Financial Services Representative
Financial Services Representative - Bilingual (Spanish) Preferred (Personal Banker)
Financial Representative
Financial Advisor: Risk & Wealth Planner
Financial Representative
Personal Financial Representative - NC
Entrepreneurial Financial Planner & Wealth Advisor
Senior CFP Financial Planner & Wealth Advisor
Certified Financial Planner | Wealth Advisor & Client Lead
Financial Representative - Western & Southern Life
Financial Advisor
Financial Advisor
Senior Wealth Advisor
Wealth Advisor & Financial Planning Specialist
Senior Wealth Advisor
Private Wealth Financial Advisor
Private Wealth Financial Advisor
Financial Account Representative - State Farm Agent Team Member
Financial Account Representative - State Farm Agent Team Member
Financial Advisor/Wealth Manager - Charlotte, NC
Wealth Strategies Advisor
Wealth Advisor III
Strategic Financial Planner & Investment Advisor
Strategic Financial Advisor Consultant
Financial Advisor
Hybrid Financial Advisor Growth & Wealth Solutions
Associate Wealth Advisor, Schwab Wealth Advisory
Financial Advisor
Financial Representative
Financial Representative Entry Level
Financial Representative Entry Level
Financial Services Representative
Financial Representative Salary in Charlotte
Financial Representatives working in Charlotte, NC make an average annual salary of $56K and a maximum annual salary of around $89K.
Job Description
Working as a Financial Representative in Charlotte, NC
There are 4,683 Financial Representative opportunities available in Charlotte, 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.
Similar Jobs to Financial Representative
Financial Representative jobs near Charlotte, NC
Financial Representatives in Charlotte, NC Resume Data
Average Experience for Financial Representatives in Charlotte, NC
- More than 10 years: 54%
- 6-10 years: 34%
- 3-5 years: 10%
- 1-2 years: 1%
- Less than 1 year: 1%
Educational Background for Financial Representatives in Charlotte, NC
- Diploma: 37%
- Bachelors: 36%
- Associates: 17%
- Masters: 9%
- Doctorate: 1%
Top Skill for Financial Representatives in Charlotte, NC
- Customer focus & orientation: 21%
- Customer service: 12%
- Attention to detail: 12%
- Work style: Reliability: 12%
- Call center customer service: 10%
- Sales skills: 9%
- Verbal communication: 7%
- Administrative assistant/receptionist: 7%
- Scheduling: 5%
- Data entry: Accuracy: 4%
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