Financial Advisor Jobs in Spindale, NC (5)
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Director of Case Management
Job Description
Working as a Financial Advisor in Spindale, NC
There are 5 Financial Advisor opportunities available in Spindale, 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 Spindale, NC
Financial Advisors in Spindale, NC Resume Data
Average Experience for Financial Advisors in Spindale, NC
- More than 10 years: 73%
- 6-10 years: 27%
Educational Background for Financial Advisors in Spindale, NC
- Bachelors: 40%
- Diploma: 40%
- Associates: 20%
Top Skill for Financial Advisors in Spindale, NC
- Customer focus & orientation: 17%
- Management & leadership skills: Impact & influence: 17%
- Bookkeeping: 8%
- Administrative assistant/receptionist: 8%
- Cognitive ability: 8%
- Logic & critical thinking: 8%
- Customer service: 8%
- Analyzing data: 8%
- Attention to detail: 8%
- Emotional competence: 8%
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