Financial Advisor Jobs in Matthews, NC (392)
Senior Director - Investments
Compound
Charlotte, North Carolina
$125k - $160k / year
VPII, Head of Centrally Managed Technology"
Lpl Financial
Charlotte, North Carolina
401(k)
Health Insurance
$186.5k - $310.9k / year
Tax Director | Private Client
Forvis Mazars US
Charlotte, North Carolina
Transition Support Partner
Lpl Financial
Fort Mill, South Carolina
Hourly
Hospitality
$29.80 - $49.67 / hour
Senior Director Business Risk Advisory
First Citizens
Charlotte, North Carolina
Hybrid
Onboarding Partner
Lpl Financial
Fort Mill, South Carolina
Hourly
401(k)
Health Insurance
$25.85 - $43.09 / hour
‌
Consultant, Engagement Financial Advisor/ GPS
Deloitte
Charlotte, NC
Diversity Leader
$69.6k - $105k / year
‌
Merrill Financial Solutions Advisor - Charlotte & Associates Market
Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly
‌
Financial Solutions Advisor - Consumer Investments - Charlotte, NC
Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly
‌
Senior Business Risk Advisor - Wealth Management
Citizens Bank
Charlotte, NC
New
Hybrid
‌
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
Charlotte, NC
Diversity Leader
$63.4k - $144.3k / year
‌
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
Charlotte, NC
Diversity Leader
$85k - $193.4k / year
‌
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
Charlotte, NC
Diversity Leader
$119.5k - $272.1k / year
‌
Financial Advisor
The Pelora Group
Charlotte, NC
New
‌
Financial Advisor
Procyon Partners
Charlotte, NC
New
‌
Financial Advisor
Equitable Advisors
Charlotte, NC
New
Entry-Level
Dental Insurance
Vision Insurance
‌
Financial Advisor
Alloy Wealth
Charlotte, NC
New
‌
Financial Advisor
MassMutual South Carolina
Fort Mill, SC
New
‌
Financial Advisor
First Financial Group
Charlotte, NC
New
‌
Financial Advisor
Blue Financial
Charlotte, NC
New
PTO
$70k - $80k / year
‌
Financial Advisor Trainee
Dexian
Charlotte, NC
New
PTO
‌
Financial Advisor (PAID LICENSING)
Northwestern Mutual
Charlotte, NC
New
$40 / hour
‌
Wealth Management Advisor
Equitable Advisors
Charlotte, NC
New
‌
Wealth Advisor
First National Bank of Pennsylvania
Charlotte, NC
New
‌
Finance - Member Financial Counselor
ArchWell Health
Charlotte, NC
New
Health Insurance
‌
Financial Advisor
Masis Professional Group
🌎 Remote
New
Remote
‌
Financial Advisor
State Farm
🌎 Remote
New
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
$80k - $140k / year
‌
Financial Advisor
Mosaic Retirement Planning
🌎 Remote
New
Part-Time
Remote
Hourly
‌
Senior Financial Advisor - CFP
Vanguard
Charlotte, NC
New
$500k / year
‌
Financial Advisor, Senior Associate
Vanguard
Charlotte, NC
‌
Financial Advisor- Build your own legacy
gpac
Charlotte, NC
New
$350k / year
‌
Wealth Advisor
Vanguard
Charlotte, NC
‌
Senior Wealth Advisor
Vanguard
Charlotte, NC
New
$5 - $15 / hour
‌
Part-Time Beauty Advisor - Sephora
Kohl's
Matthews, NC
Part-Time
Retail
$13.70 / hour
Job Description
Working as a Financial Advisor in Matthews, NC
There are 392 Financial Advisor opportunities available in Matthews, 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 Matthews, NC
Financial Advisors in Matthews, NC Resume Data
Average Experience for Financial Advisors in Matthews, NC
- More than 10 years: 58%
- 6-10 years: 28%
- 3-5 years: 10%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Matthews, NC
- Bachelors: 64%
- Masters: 16%
- Diploma: 11%
- Associates: 8%
- Doctorate: 2%
Top Skill for Financial Advisors in Matthews, NC
- Sales skills: 19%
- Customer focus & orientation: 16%
- Attention to detail: 12%
- Customer service: 11%
- Spreadsheets with Microsoft Excel: 9%
- Management & leadership skills: Impact & influence: 7%
- Work style: Reliability: 7%
- Analyzing data: 6%
- Delivery driver: 6%
- Work motivation: 6%
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