Financial Advisor Jobs in Lincolnton, NC (8)
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Chief Financial Officer - B2B EXIT & B2B CFO
Wealth Advisor & Financial Planner
Financial Advisor
Financial Advisor-in-Training
Environmental Project Manager
Merrill Financial Solutions Advisor - Charlotte & Associates Market
Financial Counselor (Access Mgmt)
Tax Manager (Insurance) - Any Location
Automotive Technicians, Mechanics
Job Description
Working as a Financial Advisor in Lincolnton, NC
There are 8 Financial Advisor opportunities available in Lincolnton, 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 Lincolnton, NC
Financial Advisors in Lincolnton, NC Resume Data
Average Experience for Financial Advisors in Lincolnton, NC
- More than 10 years: 64%
- 6-10 years: 26%
- 3-5 years: 7%
- 1-2 years: 3%
Educational Background for Financial Advisors in Lincolnton, NC
- Bachelors: 60%
- Diploma: 18%
- Masters: 10%
- Associates: 8%
- Doctorate: 3%
Top Skill for Financial Advisors in Lincolnton, NC
- Customer service fit: 16%
- Work style: Reliability: 16%
- Basic computer skills: 11%
- Sales skills: 11%
- Filing & organization: 11%
- Receptionist: 11%
- Scheduling: 11%
- Administrative assistant/receptionist: 5%
- Bartending: 5%
- Technical support: Customer situations: 5%
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