Financial Representative Jobs in Wake Forest, NC (477)
NOW HIRING - Branch Manager Raleigh South District
Wells Fargo
Raleigh, NC
New
Wells Fargo - Branch Manager Raleigh South District (Remote - hybrid)
Wells Fargo
🌎 Remote
New
Remote
Hybrid
Patient Finance Rep Financial Clearance
WakeMed
Raleigh, NC
New
Marketing Director - Financial Firm - Cary, NC
Advisor Employee Services
Cary, North Carolina
PTO
$80k - $90k / year
Marketing Financial Analyst
NetApp
Durham, North Carolina
New
PTO
Health Insurance
Dental Insurance
Vision Insurance
$134.7k - $189.4k / year
Entry Level Financial Representative - Insurance Sales
Bankers Life
Raleigh, NC
‌
Merrill Experienced Financial Advisor
Bank of America
Raleigh, NC
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Merrill Financial Solutions Advisor - Carolina East Market
Bank of America
Raleigh, NC
Diversity Leader
Eco-Friendly
$100k / year
‌
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
$63.2k - $169.8k / year
‌
Wealth Management Client Associate
Bank of America
Raleigh, NC
Diversity Leader
Eco-Friendly
‌
Licensed Agent Insurance Representative
Bankers Life
Raleigh, NC
‌
Retail Personal Banker Associate I
Fifth Third Bank
Cary, NC
‌
Delivery Engineer (Sr Business Analyst) Remote
Broadridge Financial Solutions
🌎 Remote
$75k / year
‌
Relationship Manager Senior
City National Bank
Raleigh, NC
New
$79k - $126.1k / year
‌
Senior Relationship Banker
First Horizon
Wake Forest, NC
Dental Insurance
Vision Insurance
Education
Parental Leave
$81 / hour
‌
Front Desk Receptionist
Foot and Ankle Specialists
Wake Forest, NC
Hospitality
Health Insurance
‌
Shift Lead
Excel Fitness
Wake Forest, NC
PTO
Health Insurance
Vision Insurance
Parental Leave
‌
Area Sales Manager
Westlake Financial
Raleigh, NC
401(k)
Dental Insurance
Vision Insurance
$18 / hour
‌
Registered Nurse - RN
Fresenius Medical Care
Wake Forest, NC
New
Education
‌
Senior Graphic Design Developer (Remote)
Broadridge Financial Solutions
🌎 Remote
$90k - $100k / year
‌
Client Financial Services Representative
Burrell Behavioral Health
🌎 Remote
Remote
Dental Insurance
Vision Insurance
‌
Patient Financial Services Representative
Fairview Health Services
🌎 Remote
Remote
Hourly
403(b)
PTO
Dental Insurance
Vision Insurance
$21 / hour
‌
Associate Financial Representative
Modern Woodmen of America
Raleigh, North Carolina
Dental Insurance
Vision Insurance
$46 / hour
‌
Entry Level - Financial Advisor
Equitable Advisors
Raleigh, North Carolina
Entry-Level
Dental Insurance
Vision Insurance
‌
Financial Advisor Assistant - 32 Hour Work Week
TalentLink Solutions
Raleigh, North Carolina
‌
Financial Services Professional
Equitable Advisors
Raleigh, North Carolina
Entry-Level
Dental Insurance
Vision Insurance
‌
Financial Services Representative
Randstad Enterprise
🌎 Remote
Remote
‌
Senior Relationship Banker
First Horizon National Corporation
Wake Forest, NC
New
Diversity Leader
Eco-Friendly
Dental Insurance
Vision Insurance
Education
Parental Leave
$81 / hour
‌
Relationship Banker
First Horizon Bank
Wake Forest, NC
Dental Insurance
Vision Insurance
Education
Parental Leave
$81 / hour
‌
Senior Relationship Banker
First Horizon Bank
Wake Forest, NC
Dental Insurance
Vision Insurance
Education
Parental Leave
$81 / hour
‌
Customer Service Representative (PT or FT)
DHL
Wake Forest, North Carolina 27587
Entry-Level
‌
Relationship Banker Comprehensive Benefits
First Horizon Bank
Wake Forest, NC
Dental Insurance
Vision Insurance
Education
Parental Leave
$81 / hour
Job Description
Working as a Financial Representative in Wake Forest, NC
There are 477 Financial Representative opportunities available in Wake Forest, 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 Wake Forest, NC
Financial Representatives in Wake Forest, NC Resume Data
Average Experience for Financial Representatives in Wake Forest, NC
- More than 10 years: 58%
- 6-10 years: 30%
- 3-5 years: 10%
- 1-2 years: 1%
- Less than 1 year: 0%
Educational Background for Financial Representatives in Wake Forest, NC
- Bachelors: 38%
- Diploma: 32%
- Associates: 17%
- Masters: 12%
- Doctorate: 1%
Top Skill for Financial Representatives in Wake Forest, NC
- Customer focus & orientation: 21%
- Attention to detail: 13%
- Customer service: 11%
- Work style: Reliability: 11%
- Sales skills: 10%
- Call center customer service: 9%
- Verbal communication: 8%
- Administrative assistant/receptionist: 7%
- Scheduling: 6%
- Data entry: Accuracy: 4%
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