Financial Advisor Jobs in Oakboro, NC (4)
Labor/Delivery - Travel RN - Albemarle, NC - $1,566 to $1,614 per week - 26541968
Multifamily Financial Engineering Model Advisor (Flexible Hybrid)
Director, USWA iShares Market Leader - CO, UT, WY, AZ
Customer Sales Advisor - Indian Trail, NC
Material Planner/Buyer
Sales Associate
Financial Advisor III - Supply Chain
Job Description
Working as a Financial Advisor in Oakboro, NC
There are 4 Financial Advisor opportunities available in Oakboro, 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 Oakboro, NC
Financial Advisors in Oakboro, NC Resume Data
Average Experience for Financial Advisors in Oakboro, NC
- More than 10 years: 57%
- 6-10 years: 26%
- 3-5 years: 8%
- 1-2 years: 6%
- Less than 1 year: 3%
Educational Background for Financial Advisors in Oakboro, NC
- Bachelors: 55%
- Associates: 16%
- Diploma: 16%
- Masters: 13%
- Doctorate: 1%
Top Skill for Financial Advisors in Oakboro, NC
- Customer service: 15%
- Attention to detail: 15%
- Sales skills: 12%
- Work style: Reliability: 12%
- Customer focus & orientation: 8%
- Analyzing data: 8%
- Delivery driver: 8%
- Spreadsheets with Microsoft Excel: 8%
- Work motivation: 8%
- Marketing: 8%
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