Financial Representative Jobs in Davidson, NC (2,784)
Customer Service Representative – Financial Services
TTEC
Charlotte, NC
Hourly
PTO
Health Insurance
Education
$19 / hour
Financial /Insurance Services Representative
KEHI Assets & Investments
🌎 Remote
Remote
Individual Financial Consultant
Tundra Technical Solutions
Charlotte, NC
New
Health Insurance
Trust Officer
Old North State Trust
Mooresville, NC
New
Financial Representative
Western & Southern Life
Statesville, NC
New
Financial Representative Entry Level
Walker Region - Modern Woodmen of America
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
$17 / hour
‌
Financial Representative Seeking Growth
Mallett 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
Dental Insurance
$1,000 / week
‌
Wealth Advisor & Financial Planning Specialist
Vintage Wealth Management Group
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
First Command Financial Services
Huntersville, NC
New
Hourly
‌
Financial Advisor
Unavailable
Huntersville, NC
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Wealth Strategies Advisor
Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly
‌
Senior Financial Advisor - Experienced Professionals
First Command Financial Services
Kannapolis, NC
New
‌
Financial Advisor
1847Financial
🌎 Remote
New
Remote
$15k - $80k / year
‌
Financial Planner - Central Advice Group
Teachers Insurance and Annuity Association of America
Charlotte, NC
New
‌
Investment Advisor Representative
The Pelora Group
Charlotte, NC
New
‌
Wealth Advisor: Strategic Financial Planning & Client Growth
Charles Schwab
Charlotte, NC
New
‌
Wealth Advisor
First National Trust
Charlotte, NC
New
401(k)
‌
Wealth Advisor
Fnb Online
Charlotte, NC
401(k)
‌
Entry Level - Financial Advisor
Equitable Advisors
Charlotte, NC
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule
‌
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab
Charlotte, NC
‌
Senior Wealth Advisor
Beacon Pointe
Charlotte, NC
New
‌
Financial Advisor - Brokerage Group - Mooresville/Charlotte, NC
Fnb Online
Charlotte, NC
‌
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab
Charlotte, NC
‌
Entrepreneurial Financial Advisor Build Your Practice
Unavailable
Huntersville, NC
New
$61k - $250k / year
‌
Wealth Advisor - PNC Wealth Management
Fairygodboss
Charlotte, NC
New
Part-Time
Health Insurance
Vision Insurance
Parental Leave
‌
Wealth Management Client Advisor
Bank of America
Charlotte, NC
New
Diversity Leader
Eco-Friendly
‌
Financial Services Advisor | Investment & Risk Planning
Robheath
Charlotte, NC
‌
Wealth Advisor: Build Plans, Grow Client Wealth
Fairygodboss
Charlotte, NC
New
‌
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Charlotte, NC
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Financial Services Talent Acquisition Advisor
Corps Team
Charlotte, NC
‌
Wealth Advisor, Flexible Affiliation - Remote
Urrly
🌎 Remote
New
Remote
$215k - $400k / year
Job Description
Working as a Financial Representative in Davidson, NC
There are 2,784 Financial Representative opportunities available in Davidson, 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 Davidson, NC
Financial Representatives in Davidson, NC Resume Data
Average Experience for Financial Representatives in Davidson, NC
- More than 10 years: 52%
- 6-10 years: 35%
- 3-5 years: 11%
- 1-2 years: 1%
- Less than 1 year: 1%
Educational Background for Financial Representatives in Davidson, NC
- Diploma: 38%
- Bachelors: 35%
- Associates: 17%
- Masters: 9%
- Doctorate: 1%
Top Skill for Financial Representatives in Davidson, NC
- Customer focus & orientation: 21%
- Customer service: 12%
- Attention to detail: 12%
- Work style: Reliability: 12%
- Call center customer service: 10%
- Sales skills: 9%
- Administrative assistant/receptionist: 7%
- Verbal communication: 7%
- Scheduling: 5%
- Data entry: Accuracy: 4%
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