266 Results for

Financial Representative Jobs in North Carolina

Jobs

Charlotte, NC12 days ago

Whether it’s getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you’ll be the difference between their customer experience being just average or an exceptional one. You’ll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial spirit of a start-up with more than 150 years of experience.

New!

Winston-Salem/Greensboro, NCToday

$50,000–$65,000

Interpersonal Intelligence - Understands self and others’ emotions and is able to manage self and others’ emotions to create a comfortable environment removing internal and external barriers to build rapport with others, including those with diverse opinions and beliefs, by acting with respect, dignity, and integrity. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.

New!

Groomtown, NC2 days ago

Full-time
Employee

As we continue to grow, we're looking for a motivated and dynamic Outside Sales Representative to join our team and help expand our presence in the automotive remarketing industry. About Us We are a leading independent auto auction committed to providing dealers, consignors, and commercial clients with outstanding service, strong results, and trusted relationships.

Charlotte, North Carolina12 days ago

Full-time

The Financial Services Producer works with lenders and financial institutions to provide financial services to dealership customers. Ability to effectively present information in one-on-one and small group situations to customers and other employees.

New!

Spring Valley, NV1 day ago

$17.40–$26.06

Our solutions include internet and networking solutions, as well as next-gen cloud and connected technologies - empowering businesses to thrive in an ever-evolving digital landscape. 5 years of experience in a related field; or a high school diploma/GED with 3 years of experience; or an associate degree, a bachelor's degree or certification in a related discipline.

Concord, North Carolina10 days ago

Full-time

Build your career with Hendrick Automotive Group, one of the largest, most successful privately held companies in the U.S. with over 90 car dealerships and an outstanding NASCAR Champion racing team! As a Business Development Representative (BDC), your day-to-day includes interacting with customers over the phone/internet, building positive relationships, and managing service appointments.

Raleigh, NC30+ days ago

$97,000–$192,000 Per Year

Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.

Winston Salem, North Carolina24 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Sylva, NC11 days ago

As a State Farm team member for Patricia Bryson-Wink - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Team members who meet only the minimum expectations typically earn around $50,000 annually, with significant potential for growth beyond that of up to $90,000 + in annual income with commissions.

Charlotte, NC30+ days ago

$50,000–$65,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

Greenville, NC30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Polly Piland - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

CHARLOTTE, North Carolina30+ days ago

Organization : Name: CENTRAL CAROLINA NC Default: Location : City: CHARLOTTE Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.

Charlotte, NC30+ days ago

$97,000–$192,000 Per Year

Weddington, NC30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative with Dalton Cunningham State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

New!

madison, NC5 days ago

ROLE DESCRIPTION: As a Financial sercive representative with state farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

Fayetteville, North Carolina20 days ago

Qualifications: Bachelor's Degree and 1 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.

Fayetteville, North Carolina30+ days ago

Fayetteville, North Carolina26 days ago

Qualifications: Bachelor's Degree and 2 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 6 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.

New!

Charlotte, North Carolina3 days ago

Qualifications: Bachelor's Degree and 1 year of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program. License or Certification Type: In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the role RequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services.

Clayton, NC30+ days ago

As a State Farm team member for Chad Richards - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Greenville, NC30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative – State Farm Agent Team Member with Timothy Sawyer - State Farm Agent, you will successfully market the financial products that manage everyday risks. After a career supporting some of the largest biopharmaceutical companies in the world at Thermo Fisher Scientific, I transitioned into becoming a State Farm Agent 10 years ago.

Charlotte, NC12 days ago

ROLE DESCRIPTION: As a Financial Services Representative with Rob Heath State Farm office, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

New!

Conover, NC6 days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Sig Holcomb - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

High Point, NC10 days ago

As a member of our sales team, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: We are searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.

Charlotte, North Carolina24 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Huntersville, NC13 days ago

At our firm, Thrive Financial Partners, a uFinancial Group firm, you’ll have the freedom to build your practice the way you want to, with as much support as you need from a business partner who supports you on your path to success. We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients.

Charlotte, NC10 days ago

Desire access to a deep bench of subject matter experts across investments, planning, operations, technology, compliance, tax strategy, and practice management to address complex client needs and unforeseen challenges. As a Financial Advisor supported by The Pelora Group, you’ll be part of a community of professionals that will help you determine your purpose, execute your vision, and build your business.

High Point, NC30+ days ago

Remote

Full-time

Wisepath partners closely with financial advisors, CPAs, attorneys, and other specialists to provide clients with comprehensive, coordinated planning designed to build, protect, and transfer wealth with confidence. Due to continued growth and expansion, Wisepath is seeking an experienced Financial Advisor with a CPA designation to support high-value clients and help scale its advisory platform.

Chapel Hill, NC30+ days ago

$110,000–$125,000 Per Year

As fiduciaries, we are committed to always acting in our client’s best interests – building long-term, collaborative relationships rooted in trust, integrity, and tailored advice. As a Financial Advisor you can expect to: Work within a collaborative 3–4-person client team, including a senior advisor, portfolio manager, and associate advisor.

Goldsboro, NC30 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

New!

Winston-Salem, NC4 days ago

Havelock, NC30+ days ago

2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families.

Asheville, NC30+ days ago

As a Financial Advisor, you will be responsible for providing financial guidance and investment advice to clients, helping them make informed decisions to secure their financial future. If you are passionate about helping individuals achieve their financial goals and possess the required qualifications and skills, we invite you to apply for this rewarding opportunity as a Financial Advisor.

Charlotte, NC30+ days ago

The leader owns large pursuit strategy end-to-end—shaping solutions, developing value narratives, estimating, differentiating competitively, and guiding cross-functional teams—while engaging C-suite stakeholders to deliver outcomes in growth, experience, and efficiency. With its strong 55-year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms.

Raleigh, North Carolina9 days ago

$100,000–$130,000 Per Year

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information.

Raleigh, NC11 days ago

10%) Prospecting and Scheduling: Expand client base by working the referrals provided by internal partners and improve advisor efficiency via conducting outbound calls, managing marketing mailings, maintaining prospect database, and scheduling appointments and referrals, helping with retention and deepening client relationships. (10%) Support Financial Advisors: Build member relationships, drive new business through book of business analysis, and maintain advisors' existing book of business to enhance client retention and growth leading to strong client loyalty and increased revenue.

Charlotte, North Carolina30+ days ago

This role blends client advisory, business development, and long-term leadership potential within a collaborative, high-performance environment designed to help you grow faster and serve more complex clients. Join a rapidly expanding financial services platform built for advisors who want scale, support, and ownership.

Southern Pines, NC30+ days ago

As a State Farm team member for Ward Roland - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Rockwell, AR30+ days ago

$75,000–$150,000

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

New!

Greensboro, North Carolina4 days ago

The stated base salary range represents our good faith estimate as to what candidates are likely to expect, and we tailor our offers within the range based on several factors, including the selected candidate's educational and professional experience, industry knowledge, location, technical and communication skills, and other factors that may prove relevant during the selection process. Centric Brands is a leading lifestyle brand collective that designs, sources, markets and sells high quality products in multiple segments, including women’s, men’s and kid’s apparel, accessories, entertainment and beauty.

Greensboro, NC30+ days ago

Remote

Full-time

American Income Life has served working class families since 1951 with life, accident, and supplemental health products to help protect members of labor unions, credit unions, associations, and their families. At American Income Life, we are searching for ambitious individuals who are ready to build a successful career while also having a positive impact on the communities around them.

Wilmington, NC30 days ago

We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. We also maintain strong ties to the University of North Carolina Wilmington, with leadership serving on the Board of Visitors and active involvement in the Center for Sales Excellence & Customer Delight.

Fayetteville, NC30+ days ago

As our Insurance and Financial Services Position - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: Thomas Owen - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.

Burlington, NC30+ days ago

Remote

Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.

Asheville, NC30 days ago

Whether you work at our headquarters in Charlotte, North Carolina, the Billy Graham Library in Charlotte, North Carolina, the Billy Graham Training Center at the Cove (BGTC) in Asheville, North Carolina, Blue Ridge Broadcasting (BRB) in Asheville, North Carolinaor a field office abroad, you are part of a team of committed Christians working together to reach people to the ends of the earth with the Gospel. Webelieveinthe deityofthe LordJesusChrist,inHisvirgin birth,inHissinlesslife,inHismiracles,inHis vicariousand atoning death through His shed blood on the cross,in Hisbodilyresurrection,inHisascensionto theright handofthe Father,andinHispersonalreturninpowerand glory.

Asheville, NC30+ days ago

Full-time

HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia. Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection, and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws.

Charlotte, NC30+ days ago

$95,000–$110,000

You will run two parallel plays: Trusted Advisor Outbound — build and nurture a book of referral partners (elder law attorneys, financial advisors, CPAs, geriatric care managers, hospital discharge planners, hospice liaisons, senior living sales directors). Literature drops — send referral partners physical and digital drip collateral (dementia care guides, essentiALZ® caregiver certification info, VA benefits one-pagers, home care and placement service overviews).

Asheville, NC19 days ago

Remote

$65,000–$85,000 Per Year

Be a part of an electrifying team that thrives on providing exceptional customer service, fulfilling contracts, and building meaningful relationships--everything designed to ensure our clients walk away happier than ever. Help craft personalized financial plans, lending your guiding hand through budgeting, debt reduction, investments, and planning for retirement.

New!

Raleigh, NC6 days ago

If you are seeking a succession opportunity inside a respected firm — not just another advisory seat — we welcome a confidential conversation. We are a 23-year established insurance and fiduciary-based financial services firm preparing for a planned leadership transition.

New!

Durham, NC5 days ago

$23.55–$35.57 Per Hour

Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies.

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Financial Representative job opportunities. Plus, receive relevant job recommendations in your inbox.

Create A Free Account

Financial Representative Jobs in North Carolina

Customer Service Representative – Financial Services TTEC

Executive Financial Recruiter Vaco LLC

Outside Sales Representative Greensboro Auto Auction / Green Ford

Financial Services Producer Hendrick Automotive Group Corporate

Inside Solutions Representative (Cox Business) Cox Communications

Customer Service/BDC Representative - Full Time Hendrick Automotive Group Corporate

Financial Representative - Seeking Growth Polk Region - Modern Woodmen of America

College Financial Representative, Internship Program Northwestern Mutual

Financial Services Representative - State Farm Agent Team Member Patricia Bryson-Wink - State Farm Agent

Financial Representative Davis Family Financial LLC

Financial Services Representative - State Farm Agent Team Member Polly Piland - State Farm Agent

Financial Representative Western & Southern Life

Financial Representative - Seeking Growth Mays Region - Modern Woodmen of America

Financial Services Representative - State Farm Agent Team Member Dalton Cunningham - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Eric Everly - State Farm Agent

Financial Services Representative (Personal Banker) First Citizens Bank

Float Financial Services Representative (Personal Banker) First Citizens Bank

Senior Financial Services Representative (Personal Banker) First Citizens Bank

Financial Services Representative First Citizens Bank

Financial Services Representative – State Farm Agent Team Member Chad Richards - State Farm Agent

Financial Services Representative – State Farm Agent Team Member Timothy Sawyer - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Rob Heath - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Sig Holcomb - State Farm Agent

Financial Services Representative – State Farm Agent Team Member Lori Robertson - State Farm Agent

Financial Advisor Northwestern Mutual

Financial Advisor - Thrive Financial Partners uFinancial Group

Financial Advisor The Pelora Group

Experienced Financial Advisor Career Headhunter LLC

Financial Advisor Transcend Practice Management

Financial Advisor First Command Financial Services, Inc.

Financial Professional The Pelora Group

Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.

Financial Advisor The Perillo Group

Financial Services Digital Customer Experience Strategy Leader Capgemini

Financial Advisor - Endowments and Foundations CAPTRUST

Registered Financial Assistant Coastal Credit Union

Financial Advisor - Business Development MBC Talent Connections

Insurance and Financial Services Position - State Farm Agent Team Member Ward Roland - State Farm Agent

Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients WealthBridge Financial Group

Manager, Financial Applications (SAP FICO) Centric Brands

Financial Services Entry Level - Remote American Income Life Insurance Company

Sales Representative Entry Level Northwestern Mutual - Wilmington

Insurance and Financial Services Position - State Farm Agent Team Member Thomas Owen - State Farm Agent

Insurance and Financial Services Position - State Farm Agent Team Member Kristin Vincent - State Farm Agent

Financial Associate (Associate) Billy Graham Evangelistic Association

Senior Financial Analyst HomeTrust Bank

Inside Sales Representative - Trusted Advisor & Digital Lead Desk BlueDot Cares

Client Services Representative - Part Time GFI-Team Ikigai

Registered Representative - State Farm Agent Team Member Chad Richards - State Farm Agent

Client Services Representative ( Temporary for up to 6 months) Banc of California

Resume Resources

Similar Job Searches