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Financial Advisor Jobs in Norwood, NC

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Job Description

Working as a Financial Advisor in Norwood, NC

There are 0 Financial Advisor opportunities available in Norwood, 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 Norwood, NC

  • Charlotte, NC
  • Concord, NC
  • Monroe, NC

Financial Advisors in Norwood, NC Resume Data

Average Experience for Financial Advisors in Norwood, NC

  • More than 10 years: 67%
  • 6-10 years: 25%
  • 3-5 years: 8%

Educational Background for Financial Advisors in Norwood, NC

  • Associates: 33%
  • Masters: 25%
  • Bachelors: 25%
  • Diploma: 17%

Top Skill for Financial Advisors in Norwood, NC

  • Written communication: 18%
  • Administrative assistant/receptionist: 9%
  • Administrator: 9%
  • Logic & critical thinking: 9%
  • Customer focus & orientation: 9%
  • Customer service: 9%
  • Following directions: 9%
  • Attention to detail: 9%
  • Spreadsheets with Microsoft Excel: 9%
  • Food safety: 9%

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