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Financial Representative Jobs in Durham, NC (1,144)

Financial Customer Service Representative

Tailored Management
🌎 Remote
New
Remote
Hourly
Icon: salary
$19 / hour

Entry Level Financial Representative - Insurance Sales

Bankers Life
Raleigh, NC

Revenue Cycle Financial Representative- Customer Service Call Center

UNC HEALTH
Chapel Hill, NC
Hourly
Icon: salary
$18.20 - $25.86 / hour

Financial Advisor

Atria Wealth Solutions
Raleigh, NC

Consultant, Engagement Financial Advisor/ GPS

Deloitte
Raleigh, NC
Diversity Leader
Icon: salary
$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
Icon: salary
$48k - $100k / year
‌

Financial Advisor

Pinnacle Bank
Raleigh, NC
‌

Financial Advisor

The Pelora Group
Raleigh, NC
Icon: salary
$77k - $107.5k / year
‌

Senior Financial Advisor

Farther
Raleigh, NC
‌

Financial Advisor

Edward Jones
Pittsboro, NC
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$38.5k - $100k / year
‌

Tech-Savvy Financial Planner (Remote in Colorado)

The AmeriFlex Group®
🌎 Remote
New
Remote
Health Insurance
Icon: salary
$120k - $175k / year
‌

Financial Consultant

Empower Retirement
Durham, NC
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$52k - $64k / 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
‌

Financial Advisor - Durham, NC

Thrivent Financial
Durham, NC
Hospitality
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$17 / hour
‌

Merrill Financial Solutions Advisor - Carolina East Market

Bank of America
Chapel Hill, NC
Diversity Leader
Eco-Friendly
Icon: salary
$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
‌

Oracle Cloud Financial Consultant

Accenture
Raleigh, NC
Diversity Leader
Eco-Friendly
Icon: salary
$63.2k - $169.8k / year
‌

Advisor, Financial Planning and Analysis

Cardinal Health
Raleigh, NC
401(k)
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$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
‌

Retail Personal Banker Associate I- Durham and Surrounding Areas

Fifth Third Bank
Durham, NC
‌

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
Icon: salary
$10 / hour
‌

Investment Specialist

Citizens Bank
Raleigh, NC
New
Health Insurance
Education
‌

Financial Representative Entry Level

Northwestern Mutual
🌎 Remote
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
Icon: salary
$80k / year
‌

Patient Financial Services Representative

Fairview Health Services
🌎 Remote
Remote
403(b)
PTO
Dental Insurance
Vision Insurance
‌

Investment Specialist

First Citizens Bank
Durham, NC
Health Insurance
Education

Financial Representative Salary in Durham

Financial Representatives working in Durham, NC make an average annual salary of $56K and a maximum annual salary of around $90K.

Disclaimer

Job Description

Working as a Financial Representative in Durham, NC

There are 1,144 Financial Representative opportunities available in Durham, 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 Durham, NC

  • Raleigh, NC
  • Chapel Hill, NC
  • Cary, NC

Financial Representatives in Durham, NC Resume Data

Average Experience for Financial Representatives in Durham, NC

  • More than 10 years: 59%
  • 6-10 years: 30%
  • 3-5 years: 10%
  • 1-2 years: 1%
  • Less than 1 year: 0%

Educational Background for Financial Representatives in Durham, NC

  • Bachelors: 40%
  • Diploma: 29%
  • Associates: 16%
  • Masters: 13%
  • Doctorate: 1%

Top Skill for Financial Representatives in Durham, NC

  • Customer focus & orientation: 22%
  • Attention to detail: 13%
  • Work style: Reliability: 11%
  • Customer service: 11%
  • Sales skills: 10%
  • Call center customer service: 8%
  • Verbal communication: 8%
  • Administrative assistant/receptionist: 7%
  • Scheduling: 6%
  • Data entry: Accuracy: 4%

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