Financial Advisor Jobs in Wingate, NC
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Job Description
Working as a Financial Advisor in Wingate, NC
There are 0 Financial Advisor opportunities available in Wingate, 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 Wingate, NC
Financial Advisors in Wingate, NC Resume Data
Average Experience for Financial Advisors in Wingate, NC
- More than 10 years: 74%
- 6-10 years: 20%
- 3-5 years: 5%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Wingate, NC
- Bachelors: 56%
- Masters: 19%
- Diploma: 14%
- Associates: 8%
- Doctorate: 3%
Top Skill for Financial Advisors in Wingate, NC
- Sales skills: 19%
- Customer focus & orientation: 14%
- Customer service: 11%
- Attention to detail: 11%
- Management & leadership skills: Impact & influence: 11%
- Spreadsheets with Microsoft Excel: 8%
- Supervisory skills: Motivating & assessing employees: 8%
- Verbal communication: 8%
- Call center customer service: 5%
- Analyzing data: 5%
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