Financial Representative Jobs in Waxhaw, NC (3,186)
Customer Service Representative – Financial Services
TTEC
Charlotte, NC
New
Hourly
PTO
Health Insurance
Education
$19 / hour
Private Wealth Financial Advisor
CG Financial
Charlotte, NC
New
Financial Advisor - PNC Wealth Management
PNC
Charlotte, NC
New
Part-Time
Health Insurance
Vision Insurance
Parental Leave
Financial Advisor
First Command Financial Services
Charlotte, NC
New
Hourly
Financial Advisor
Vanguard
Charlotte, NC
New
Financial Planner - Central Advice Group
Teachers Insurance and Annuity Association of America
Charlotte, NC
New
‌
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
LPL Financial
Fort Mill, SC
Health Insurance
$67.5k - $112.5k / year
‌
Financial Representative
Western & Southern Life
Charlotte, NC
‌
Financial Representative
Modern Woodmen
Monroe, NC
New
Dental Insurance
Vision Insurance
‌
Financial Advisor: Risk & Wealth Planner
Western & Southern Life
Charlotte, NC
‌
Financial Representative
Davis Family Financial
Charlotte, NC
New
Part-Time
Flexible Schedule
‌
Entrepreneurial Financial Planner & Wealth Advisor
Northwestern Mutual
Charlotte, NC
$61k - $250k / year
‌
Financial Advisor & Planner
Modern Woodmen
Monroe, NC
New
Dental Insurance
‌
Senior CFP Financial Planner & Wealth Advisor
Dexian
Charlotte, NC
New
$65k - $80k / year
‌
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 (CHARLOTTE, NC)
The Western and Southern Life Insurance
Charlotte, NC
‌
Certified Financial Planner | Wealth Advisor & Client Lead
Dexian DISYS
Charlotte, NC
New
‌
Financial Representative - Western & Southern Life
Charlotte Area Chamber of Commerce
Charlotte, NC
New
Dental Insurance
$1,000 / week
‌
Financial Advisor
Northwestern Mutual
Charlotte, NC
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
‌
Wealth Advisor: Personalized Financial Planning
PNC
Charlotte, NC
New
‌
Private Wealth Financial Advisor
Mycgfinancial
Charlotte, NC
‌
Financial Advisor - PNC Wealth Management
PNC Financial Services Group
Charlotte, NC
New
Health Insurance
Vision Insurance
Parental Leave
‌
Hybrid Financial Advisor Growth & Wealth Solutions
Navy Federal
Matthews, NC
Hybrid
$55k - $75k / year
‌
Remote Financial Advisor - Wealth Solutions
LPL Financial
🌎 Remote
New
Remote
$67.5k - $112.5k / year
‌
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 - Matthews, NC
Navy Federal
Matthews, NC
Health Insurance
$55k - $75k / year
‌
Financial Representative
Northwestern Mutual
🌎 Remote
New
Part-Time
Remote
Dental Insurance
Vision Insurance
Flexible Schedule
‌
Financial Representative
WoodmenLife
🌎 Remote
New
Part-Time
Remote
Health Insurance
Flexible Schedule
‌
Financial Representative
Allstate Financial Services
🌎 Remote
Remote
Hybrid
Job Description
Working as a Financial Representative in Waxhaw, NC
There are 3,186 Financial Representative opportunities available in Waxhaw, 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 Waxhaw, NC
Financial Representatives in Waxhaw, NC Resume Data
Average Experience for Financial Representatives in Waxhaw, NC
- More than 10 years: 52%
- 6-10 years: 34%
- 3-5 years: 11%
- 1-2 years: 1%
- Less than 1 year: 1%
Educational Background for Financial Representatives in Waxhaw, NC
- Diploma: 37%
- Bachelors: 36%
- Associates: 17%
- Masters: 9%
- Doctorate: 1%
Top Skill for Financial Representatives in Waxhaw, NC
- Customer focus & orientation: 22%
- 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: 6%
- Scheduling: 5%
- Data entry: Accuracy: 4%
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