Financial Representative Jobs in Dallas, NC (4,029)
Customer Service Representative – Financial Services
TTEC
Charlotte, NC
Hourly
PTO
Health Insurance
Education
$19 / hour
Financial Representative
Western & Southern Life
Charlotte, NC
Financial Advisor: Risk & Wealth Planner
Western & Southern Life
Charlotte, NC
Financial representative
Modern Woodmen
Shelby, NC
Dental Insurance
Entrepreneurial Financial Planner & Wealth Advisor
Northwestern Mutual
Charlotte, NC
$61k - $250k / year
Customer Service Representative - Financial Services
TTEC Holdings
Charlotte, NC
Hourly
PTO
Health Insurance
Education
$19 / hour
‌
Client-Focused Financial Representative
The Western and Southern Life Insurance
Shelby, NC
Dental Insurance
‌
Financial Representative (SHELBY, NC)
The Western and Southern Life Insurance
Shelby, NC
Dental Insurance
‌
Senior CFP Financial Planner & Wealth Advisor
Dexian
Charlotte, NC
New
$65k - $80k / year
‌
Financial Representative - Western & Southern Life
Charlotte Area Chamber of Commerce
Charlotte, NC
Dental Insurance
$1,000 / week
‌
Certified Financial Planner | Wealth Advisor & Client Lead
Dexian DISYS
Charlotte, NC
New
‌
Financial Advisor
Northwestern Mutual
Charlotte, NC
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
‌
Private Wealth Financial Advisor
CG Financial
Charlotte, NC
New
‌
Financial Account Representative - State Farm Agent Team Member
Ashley King
Charlotte, NC
Part-Time
Hourly
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
‌
Financial Advisor
SECU
Denver, NC
‌
Financial Advisor
First Command Financial Services
Huntersville, NC
Hourly
‌
Financial Advisor/Wealth Manager - Charlotte, NC
Tristate Financial Advisors
Charlotte, NC
$100k / year
‌
Wealth Strategies Advisor
Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly
‌
Financial Advisor
Unavailable
Huntersville, NC
Dental Insurance
Vision Insurance
$61k - $119k / 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
1847Financial
🌎 Remote
Remote
$15k - $80k / year
‌
Financial Planner - Central Advice Group
Teachers Insurance and Annuity Association of America
Charlotte, NC
New
‌
Financial Advisor
MassMutual Carolinas
Charlotte, NC
‌
Investment Advisor Representative
The Pelora Group
Charlotte, NC
‌
PWM Private Wealth Advisor
U.S. Bank
Charlotte, NC
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule
Parental Leave
$140k - $175k / year
‌
Wealth Advisor: Strategic Financial Planning & Client Growth
Charles Schwab
Charlotte, NC
New
‌
J.P. Morgan Wealth Management - Private Client Advisor - Charlotte, NC
JPMorgan Chase
Charlotte, NC
Eco-Friendly
Health Insurance
Education
‌
Financial Representative
Randstad
🌎 Remote
Remote
Hourly
Hospitality
$19 / hour
‌
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
Job Description
Working as a Financial Representative in Dallas, NC
There are 4,029 Financial Representative opportunities available in Dallas, 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 Dallas, NC
Financial Representatives in Dallas, NC Resume Data
Average Experience for Financial Representatives in Dallas, NC
- More than 10 years: 52%
- 6-10 years: 35%
- 3-5 years: 11%
- 1-2 years: 1%
- Less than 1 year: 0%
Educational Background for Financial Representatives in Dallas, NC
- Diploma: 37%
- Bachelors: 36%
- Associates: 17%
- Masters: 9%
- Doctorate: 1%
Top Skill for Financial Representatives in Dallas, NC
- Customer focus & orientation: 21%
- Customer service: 12%
- Attention to detail: 12%
- Work style: Reliability: 12%
- Call center customer service: 10%
- Sales skills: 10%
- Administrative assistant/receptionist: 7%
- Verbal communication: 7%
- Scheduling: 5%
- Data entry: Accuracy: 4%
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