Financial Advisor Jobs in Matthews, NC (283)
Associate Data Analyst, Operations
LPL Financial
Fort Mill, SC
New
Hourly
401(k)
Health Insurance
$20.23 - $33.71 / hour
Financial Services Risk and Compliance Consulting Senior Manager
NTT DATA
Charlotte, NC
401(k)
Dental Insurance
Vision Insurance
$180k - $225k / year
Regional Vice President, Retirement Plan Sales
Trinitypension
Charlotte, NC
Consultant, Engagement Financial Advisor/ GPS
Deloitte
Charlotte, NC
Diversity Leader
$69.6k - $105k / year
Merrill Financial Solutions Advisor - Charlotte & Associates Market
Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly
Financial Solutions Advisor - Consumer Investments - Charlotte, NC
Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly
‌
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
Charlotte, NC
Diversity Leader
$63.4k - $144.3k / year
‌
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
Charlotte, NC
Diversity Leader
$85k - $193.4k / year
‌
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
Charlotte, NC
Diversity Leader
$119.5k - $272.1k / year
‌
Oracle Cloud Financial Consultant
Accenture
Charlotte, NC
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Registered Wealth Management Client Associate
Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly
‌
Relationship Manager
AssetMark
Charlotte, NC
New
401(k)
Dental Insurance
Vision Insurance
‌
Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)
Deloitte
Charlotte, NC
Diversity Leader
$85k - $193.4k / year
‌
Advisory Financial Services Risk Management Senior Consultant
Deloitte
Charlotte, NC
Diversity Leader
‌
Financial Improvement & Audit Remediation Senior Consultant, Secret Clearance
Deloitte
Charlotte, NC
Diversity Leader
‌
Client Service Manager
Ascensus
Charlotte, NC
‌
Advisory Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant
Deloitte
Charlotte, NC
Diversity Leader
$88.6k - $170.9k / year
‌
Tax Manager - Financial Services-Insurance Tax (East Region City Locations)
Deloitte
Charlotte, NC
Diversity Leader
$85k - $193.4k / year
‌
Tax Manager - Financial Svcs-Hedge Fund Tax (East Region City Locations)
Deloitte
Charlotte, NC
Diversity Leader
$85k - $193.4k / year
‌
Insurance Transformation, Guidewire Senior Consultant
Deloitte
Charlotte, NC
Diversity Leader
$125k - $208.3k / year
‌
Tax Manager - Business Tax Services - Tax Exempt
Deloitte
Charlotte, NC
Diversity Leader
Health Insurance
$85k - $193.4k / year
‌
Operations & Technology Transformation , Guidewire Configuration/Integration - Senior Consultant
Deloitte
Charlotte, NC
Diversity Leader
$125k - $208.3k / year
‌
Consultant, Operations and Technology Transformation, Guidewire Application Developer
Deloitte
Charlotte, NC
Diversity Leader
$93.2k - $155.4k / year
‌
Qualified Relationship Manager
Ascensus
Charlotte, NC
401(k)
403(b)
‌
Sr. Relationship Manager - Global Commercial Bank - Middle Market
Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly
‌
Tax Manager - Sustainability, Climate & Equity - Renewable Energy
Deloitte
Charlotte, NC
Diversity Leader
$85k - $193.4k / year
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
Vice President, BlackRock Portfolio Design Specialist
BlackRock
🌎 Remote
Remote
Eco-Friendly
Education
$110k / year
‌
Financial Advisor - CFP
Vanguard
Charlotte, NC
$500k / year
‌
Financial Advisor- Trust
Vanguard
Charlotte, NC
New
‌
Senior Financial Advisor - CFP
Vanguard
Charlotte, NC
$500k / year
‌
Senior Wealth Advisor
Vanguard
Charlotte, NC
$5 - $15 / hour
‌
Business Development Associate Consultant
Commonwealth Financial Network
🌎 Remote
Remote
Education
$80k / year
Job Description
Working as a Financial Advisor in Matthews, NC
There are 283 Financial Advisor opportunities available in Matthews, 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 Matthews, NC
Financial Advisors in Matthews, NC Resume Data
Average Experience for Financial Advisors in Matthews, NC
- More than 10 years: 58%
- 6-10 years: 28%
- 3-5 years: 10%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Matthews, NC
- Bachelors: 64%
- Masters: 16%
- Diploma: 11%
- Associates: 8%
- Doctorate: 2%
Top Skill for Financial Advisors in Matthews, NC
- Sales skills: 19%
- Customer focus & orientation: 16%
- Attention to detail: 12%
- Customer service: 11%
- Spreadsheets with Microsoft Excel: 9%
- Management & leadership skills: Impact & influence: 7%
- Work style: Reliability: 7%
- Analyzing data: 6%
- Delivery driver: 6%
- Work motivation: 6%
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