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Financial Advisor Jobs in New Bern, NC (2)

RN Admissions - Clinical Assessment Advisor, Home Health

CenterWell Home Health
Pollocksville, NC
$7,500 sign-on bonus
Dental Insurance
Vision Insurance
Icon: salary
$70.5k - $96.9k / year

Multifamily Financial Engineering Model Advisor (Flexible Hybrid)

The Fannie Mae
🌎 Remote
Remote
Hybrid

Director, USWA iShares Market Leader - CO, UT, WY, AZ

ENGINEERINGUK
🌎 Remote
Remote
Education
Icon: salary
$180k - $230k / year

PLUMBER

U.S. Marine Corps
Cherry Point, NC
New
Part-Time

Financial Advisor III - Supply Chain

Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education

Job Description

Working as a Financial Advisor in New Bern, NC

There are 2 Financial Advisor opportunities available in New Bern, 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 New Bern, NC

  • Greenville, NC
  • Jacksonville, NC
  • Kinston, NC

Financial Advisors in New Bern, NC Resume Data

Average Experience for Financial Advisors in New Bern, NC

  • More than 10 years: 78%
  • 6-10 years: 22%

Educational Background for Financial Advisors in New Bern, NC

  • Bachelors: 57%
  • Diploma: 43%

Top Skill for Financial Advisors in New Bern, NC

  • Administrative assistant/receptionist: 19%
  • Customer focus & orientation: 13%
  • Data entry: Accuracy: 13%
  • Verbal communication: 13%
  • Working with MS Word documents: 13%
  • Bookkeeping: 6%
  • Customer service: 6%
  • Attention to detail: 6%
  • HR: Compensation & benefits: 6%
  • Recruiting: 6%

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