Financial Advisor Jobs in Marion, NC (8)
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Financial Advisor
Senior Financial Advisor
Job Description
Working as a Financial Advisor in Marion, NC
There are 8 Financial Advisor opportunities available in Marion, 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 Marion, NC
Financial Advisors in Marion, NC Resume Data
Average Experience for Financial Advisors in Marion, NC
- 6-10 years: 36%
- More than 10 years: 36%
- 3-5 years: 27%
Educational Background for Financial Advisors in Marion, NC
- Bachelors: 56%
- Associates: 33%
- Diploma: 11%
Top Skill for Financial Advisors in Marion, NC
- Customer focus & orientation: 13%
- Customer service: 13%
- Attention to detail: 13%
- Sales skills: 13%
- Work style: Reliability: 13%
- Bookkeeping: 7%
- Administrative assistant/receptionist: 7%
- Cognitive ability: 7%
- Analyzing data: 7%
- Emotional competence: 7%
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