Financial Advisor Jobs in Albemarle, NC (7)
Co-Op for Engineering, starting July 2025
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Customer Service and Warranty Representative.
Financial Advisor
Investment Counselor (Financial Advisor Alternative)
Financial Advisor
Job Description
Working as a Financial Advisor in Albemarle, NC
There are 7 Financial Advisor opportunities available in Albemarle, NC all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Albemarle, NC
Financial Advisors in Albemarle, NC Resume Data
Average Experience for Financial Advisors in Albemarle, NC
- More than 10 years: 64%
- 6-10 years: 28%
- Less than 1 year: 4%
- 3-5 years: 4%
Educational Background for Financial Advisors in Albemarle, NC
- Bachelors: 43%
- Associates: 26%
- Masters: 17%
- Diploma: 13%
Top Skill for Financial Advisors in Albemarle, NC
- Administrative assistant/receptionist: 15%
- Marketing: 15%
- Work style: Reliability: 15%
- Customer service: 10%
- Attention to detail: 10%
- Spreadsheets with Microsoft Excel: 10%
- Written communication: 10%
- Administrative support professional fit: 5%
- Administrator: 5%
- Work style: Conscientiousnesss: 5%
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