Financial Representative Jobs in Clayton, NC (949)
Financial Customer Service Representative
Tailored Management
🌎 Remote
New
Remote
Hourly
$19 / hour
Entry Level Financial Representative - Insurance Sales
Bankers Life
Raleigh, NC
Financial Advisor
Atria Wealth Solutions
Raleigh, NC
Consultant, Engagement Financial Advisor/ GPS
Deloitte
Raleigh, NC
Diversity Leader
$69.6k - $105k / year
Financial Advisor
Equitable Advisors
Raleigh, NC
Entry-Level
Dental Insurance
Vision Insurance
Merrill Experienced Financial Advisor
Bank of America
Raleigh, NC
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Financial Advisor
Pinnacle Bank
Raleigh, NC
‌
Financial Advisor
The Pelora Group
Raleigh, NC
$77k - $107.5k / year
‌
Senior Financial Advisor
Farther
Raleigh, NC
‌
Tech-Savvy Financial Planner (Remote in Colorado)
The AmeriFlex Group®
🌎 Remote
New
Remote
Health Insurance
$120k - $175k / year
‌
Entry Level - Financial Advisor - NC, Raleigh (3747)
Equitable Services
Raleigh, NC
Entry-Level
Dental Insurance
Vision Insurance
‌
Financial Advisor
Coastal Credit Union
Raleigh, NC
‌
Technology-Focused Financial Advisor
The AmeriFlex Group®
Raleigh, NC
New
‌
Financial Consultant
Pinnacle Bank
Raleigh, NC
New
‌
US Experienced Financial Advisor
Edward Jones
Raleigh, NC
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$50k / year
‌
Merrill Financial Solutions Advisor - Carolina East Market
Bank of America
Raleigh, NC
Diversity Leader
Eco-Friendly
$100k / year
‌
Entry Level - Financial Advisor - NC, Raleigh (3747)
Equitable Holdings
Raleigh, NC
Entry-Level
‌
Financial Solutions Advisor Registration Candidate - Consumer Investments - Wakefield Financial Center
Bank of America
Raleigh, NC
Diversity Leader
Eco-Friendly
‌
Financial Advisor - Apex, NC
Thrivent Financial
Apex, NC
Hospitality
Health Insurance
Dental Insurance
Vision Insurance
$17 / hour
‌
Oracle Cloud Financial Consultant
Accenture
Raleigh, NC
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Advisor, Financial Planning and Analysis
Cardinal Health
Raleigh, NC
401(k)
Dental Insurance
Vision Insurance
Parental Leave
$79.7k - $113.8k / year
‌
Financial Advisor Trainee - PCG (Cary, NC)
Raymond James Financial Services
Raleigh, NC
Health Insurance
‌
Wealth Management Client Associate
Bank of America
Raleigh, NC
Diversity Leader
Eco-Friendly
‌
Wealth Management Associate - NC, Raleigh (5128)
Equitable Services
Raleigh, NC
Entry-Level
Dental Insurance
Vision Insurance
‌
Financial Services Professional
Equitable Advisors
Raleigh, NC
Entry-Level
Dental Insurance
Vision Insurance
‌
Wealth Strategist III
truist
Raleigh, NC
Part-Time
401(k)
Dental Insurance
Vision Insurance
$10 / hour
‌
Investment Specialist
Citizens Bank
Raleigh, NC
New
Health Insurance
Education
‌
Business Development Rep Sr
Umb Bank
Raleigh, NC
Dental Insurance
Vision Insurance
Education
$83.2k / year
‌
Wealth Management Associate - NC, Raleigh, Wake Forest, Greenville & Wendell (2414)
Equitable Holdings
Raleigh, NC
New
‌
Financial Representative Entry Level
Northwestern Mutual
🌎 Remote
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
$80k / year
‌
Patient Financial Services Representative
Fairview Health Services
🌎 Remote
Remote
403(b)
PTO
Dental Insurance
Vision Insurance
‌
VP Product Liaison
Broadridge Financial Solutions
Raleigh, NC
New
‌
Investment Specialist
First Citizens Bank
Clayton, NC
Health Insurance
Education
Job Description
Working as a Financial Representative in Clayton, NC
There are 949 Financial Representative opportunities available in Clayton, NC all with unique requirements.
A Financial Representative is responsible for meeting with customers to provide advice, information, and recommendations regarding a wide range of financial products, e.g. saving for retirement or college, understanding insurance policies and strategies that could concern their financial goals, and building life income plans and provision templates. Their role also includes educating customers on how to manage their money better or budget.
Financial Representative jobs near Clayton, NC
Financial Representatives in Clayton, NC Resume Data
Average Experience for Financial Representatives in Clayton, NC
- More than 10 years: 60%
- 6-10 years: 29%
- 3-5 years: 9%
- 1-2 years: 1%
- Less than 1 year: 0%
Educational Background for Financial Representatives in Clayton, NC
- Bachelors: 40%
- Diploma: 30%
- Associates: 17%
- Masters: 11%
- Doctorate: 1%
Top Skill for Financial Representatives in Clayton, NC
- Customer focus & orientation: 21%
- Attention to detail: 14%
- Customer service: 11%
- Work style: Reliability: 10%
- Sales skills: 9%
- Call center customer service: 8%
- Verbal communication: 8%
- Administrative assistant/receptionist: 8%
- Scheduling: 6%
- Data entry: Accuracy: 4%
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