Associate Financial Advisor Wisepath GroupAssociate Financial AdvisorRaleigh, NC$60,000–$120,000 / yearWe have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®.Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.
Financial Advisor - Raleigh, NC Towne BankFinancial Advisor - Raleigh, NCRaleigh, NCTowneBank has a culture that: Has a commitment to exquisite service for our members that will lead to our ability to create a reasonable rate of return for our shareholders, a bright future for our dedicated bankers, and a leadership role for our bank in promoting the social, cultural, and economic well-being of our community. Desired Skills and Competencies: Previous experience providing investment advice in either a brokerage firm, the investment division of a financial institution or an investment advisory practice.
Advisor, Financial Aid & Veterans Services DURHAM TECHNICAL COMMUNITY COLLEGEAdvisor, Financial Aid & Veterans ServicesDurham, NC$50,051–$62,564 / yearMaintain a cooperative working relationship with internal and external partners including the Business Office and Bookstore to obtain necessary documents, resolve problems, facilitate solutions, enhance customer service, and ensure quality services for veterans and students receiving aid or benefits. Sufficient visual acuity and manual dexterity to use a computer for extended periods of time; Ability to express or exchange ideas through oral communications and to hear vocal responses within classroom range; Infrequent travel between buildings on campus, to other campuses, or locally or out of town to attend conferences.
Financial Solutions Advisor Registration Candidate - Raleigh/Durham Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Raleigh/Durham MarketCary, North CarolinaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistRaleigh, NCRemote$140,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Financial Planner - Entrepreneurial Path The Pelora GroupFinancial Planner - Entrepreneurial PathRaleigh, NCSIPC.org on electronic advertisements] [Supervisory Office: 4350 Congress Street, Suite 300, Charlotte, NC 28209; Phone: 704-557-9600]. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC.
Associate Financial Planner Financial EnginesAssociate Financial PlannerRaleigh, NCRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
NewBlock Advisors Tax Advisor H&R BlockBlock Advisors Tax AdvisorDURHAM, North CarolinaFull timeYou'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services.
Associate Financial Planner Edelman Financial Engines LLCAssociate Financial PlannerRaleigh, NCRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Associate Financial Planner Edelman Financial EnginesAssociate Financial PlannerRaleigh, North CarolinaRecognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Lead Advisor Hilltop Wealth Advisors, LLCLead AdvisorChapel Hill, NC$110,000–$175,000 / yearHilltop Wealth Advisors is growing, and we’re looking for a servicing-focused Lead Advisor to join our team and directly support our CEO and President in delivering an elevated, world-class client experience. This role is ideal for an advisor who thrives in partnership—someone who loves client relationships, excels in preparation and follow-through, and finds fulfillment in making meetings, plans, and experiences seamless and exceptional.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorRaleigh-Durham-Chapel Hill, NCThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
Relationship Manager - Financial Services, North Hills, NC AdvyzonRelationship Manager - Financial Services, North Hills, NCRaleigh, NC$70,000–$100,000 / yearIndustry experience in wealth management or fintech is a strong plus, but the most important attribute is a demonstrated ability to learn quickly, take initiative, and execute at a high level. The ideal candidate is self-driven, highly accountable, and proactive, with strong communication skills and the ability to quarterback client relationships end-to-end.
Sales Advisor Hilltop Wealth Advisors, LLCSales AdvisorChapel Hill, NC$150,000–$200,000 / yearLead discovery, qualification, and closing conversations with prospective clients • Convert ideal prospects into long-term Hilltop clients • Identify opportunities to expand assets and planning relationships with existing clients • Cultivate client referrals and Centers of Influence (CPAs, attorneys, etc.) • Represent Hilltop professionally in community and growth-oriented settings • Partner with Lead Advisors to ensure a seamless onboarding and transition experience • Collaborate with planning, investment, and client service teams to support growth initiatives. • Extensive experience working with high-net-worth families • Strong understanding of comprehensive financial planning concepts • Excellent communication skills (verbal, written, empathy, and listening) • Demonstrates personal integrity and sound judgment • High emotional intelligence and comfort leading client conversations • Strong organizational skills and ability to manage multiple opportunities • Familiarity with tools such as eMoney, Holistiplan, and Nitrogen preferred.
J.P. Morgan Wealth Management - Private Client Advisor - Wendell, NC JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Wendell, NCWendell, NCThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Advisor - Raleigh, NC JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Raleigh, NCRaleigh, NCUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Cary, NC JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Cary, NCCary, NCUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Wealth Advisor (Raleigh, NC) Mercer AdvisorsWealth Advisor (Raleigh, NC)Raleigh, North Carolina$85,000–$145,000 / yearAdvanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Wealth Management & Investment Advisor First Mid Bancshares, Inc.Wealth Management & Investment AdvisorClayton, North CarolinaResponsibilities include, but are not limited to: Manage a client book of business by helping them plan for what’s important to them, recommending services and solutions that are most appropriate to meet their client’s needs, and providing ongoing guidance and monitoring to develop a long-lasting relationship. We are currently looking for experienced financial advisors looking to grow their career, who share similar values and are eager to make a difference in our client’s financial lives.
SVP Financial Advisory Services Compliance State Employees' Credit UnionSVP Financial Advisory Services ComplianceRaleigh, North CarolinaThis includes overseeing the buildout of processes and procedures for issue identification and escalation, effective compliance controls to monitor, detect and address compliance risks through compliance risk assessments, and providing advice and guidance to respective business lines. The SVP FAS Compliance will serve as the primary point of contact and liaison between Financial Advisory Services business lines and SECU’s regulatory and risk areas including Legal Services, Corporate Compliance, Risk Management, and Audit Services.