50 Results for

Financial Advisor Jobs in Raleigh, NC

Jobs

Raleigh, NC7 days ago

$135,000–$160,000

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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

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.

Durham, North Carolina23 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.

Raleigh, NC29 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.

Raleigh, North Carolina8 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.

Cary, 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.

Cary HQ, North Carolina10 days ago

Customer Focus: Ensuring that the internal or external customer’s perspective is a driving force behind strategic priorities, business decisions, organizational processes, and individual activities; crafting and implementing service practices that meet customers’ and own organization’s needs; promoting and operationalizing customer service as a value. With expertise in industry best practices for financial crimes risk management, you will work with clients and RFC staff to recommend innovative approaches to improve the effectiveness and efficiency of surveillance, enhanced due diligence, and automated investigative processes.

New!

Chapel Hill, NC3 days ago

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. Beacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Raleigh, NC8 days ago

The CFO owns and drives the financial strategy, operations, systems, and reporting infrastructure to optimize profitability, increase enterprise value, and support long-term scalability. This hands-on executive partners with the CEO and leadership team to shape strategic direction, identify growth opportunities, and prepare the company for capital events such as M&A or private investment.

Cary, NC30+ days ago

Full-time

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. 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.

Raleigh, NC10 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.

New!

Raleigh, NC5 days ago

You’ll plug into a structured development path designed to help you produce early and scale quickly. Create your own path toward lead advisor, team leader, or enterprise builder.

Chapel Hill, NC30+ days ago

Full-time

Hilltop 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.

Raleigh, NC30+ days ago

Full-time

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.

Durham, NC30+ days ago

Full-time

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

Raleigh, North Carolina30+ days ago

Remote

The successful candidate will be able to demonstrate a proven track record of successfully creating and maintaining a commercial insurance book of business by using their knowledge and a value-added approach to their relationships. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.

Cary, NC30+ days ago

As the Senior Strategic Business Advisor this individual will focus on contributing to the key objectives of the advisory group including: Delivering innovative platform solutions to our customers using your analytical skills, financial expertise, knowledge of our platforms and functionality, and understanding of commercial banking products. You will also partner with members of the broader Q2 Advisory team to develop and deliver consulting strategies that help solve client problems, provide metrics to support business value and deepen Q2 relationships via through various consulting engagements.

Chapel Hill, NC30+ days ago

Full-time

This role is ideal for an advisor who thrives in discovery conversations, relationship-building, and closing new client relationships, while partnering closely with Lead Advisors and the service team to deliver a world-class client experience. Hilltop Wealth Advisors is growing, and we’re seeking a growth-focused Sales Advisor to help expand our impact as we scale toward a $1B+ multi-office RIA.

New!

Wake Forest, NC4 days ago

Remote

With just 20 hours a week, this role offers supporting financial growth for clients and the opportunity to learn valuable skills that may enhance your own financial journey. A financial services firm is looking for part-time remote team members to engage with clients and deliver tailored financial strategies.

Raleigh, NC24 days ago

$50,000–$70,000

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.

Raleigh, NC16 days ago

Working at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.

Raleigh, North Carolina22 days ago

Primary responsibilities may include the following, among others: Responsibilities: Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in managing their book of business by ensuring service needs are carried out with the highest level of attention and in a timely manner. 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.

Raleigh, North Carolina26 days ago

Primary responsibilities may include the following, among others: Responsibilities: Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team by managing their book of business by ensuring service needs are carried out with the highest level of attention and in a timely manner. 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.

Raleigh, North Carolina30 days ago

CAPTRUST is seeking an OCIO Portfolio Specialist who will work closely with financial advisors, client services, centralized trading, investment colleagues, and third parties to manage OCIO (Outsourced Chief Investment Officer) portfolios for institutional clients. This role requires a strategic thinker who will actively collaborate with colleagues including financial advisors serving as an OCIO product manager, identifying opportunities to enhance investor outcomes and client experience.

Raleigh, North Carolina30+ days ago

$75,000–$125,000 Per Year

This includes support of our centralized financial planning model, onboarding new offices onto our wealth planning platform, executive financial planning, financial planning workflows, and continually developing strategies and solutions to better serve our clients. CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective client wealth management solutions.

New!

Raleigh, North Carolina2 days ago

Aid in the retention of existing client relationships by working with internal business partners to address all client questions, requests, and day to day service needs; inclusive but not limited to assistance with plan provisions, investments, transactions, and deliverables. Build and strengthen relationships with external business partners such as custodians, recordkeepers, third party administrators, and investment managers to facilitate efficient and accurate execution of any objectives for our shared clients.

Raleigh, NC30 days ago

Full-time

The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Previous exposure to other areas of investment management or capital markets, such as through previous work in trading, investment banking, consulting, asset management, hedge funds, or in another investing or finance capacity is not required but is a plus.

New!

Raleigh, NC3 days ago

Full-time

Product excellence & communication – Ensure high-quality, consistent product artifacts—including documentation, roadmaps, and feature communications—effectively convey Tamarac’s value to internal and external stakeholders across Marketing, Training, Sales, Operations, Legal, and Compliance. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.

Raleigh, NC9 days ago

Full-time

The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.

Raleigh, NC22 days ago

Full-time

The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.

Raleigh, NC9 days ago

Full-time

The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. This position is essential to ensuring the highest level of customer satisfaction through providing a high level of technical support and training on our products, differentiated by their consultative approach and strong sense of client advocacy when resolving issues.

New!

Raleigh, NC3 days ago

Full-time

The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Product launch – establish a go-to-market strategy and collaborate with our product marketing and sales teams to successfully launch new features while effectively communicating product benefits to the market to drive adoption.

Raleigh, NC9 days ago

Full-time

The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. The role is responsible for driving core technical activities throughout the sales cycle—including solution configuration, technical presentations, and responding to client due diligence—while supporting complex opportunities in collaboration with the Sales Engineering Director.

Raleigh, North Carolina30+ days ago

Overview: CAPTRUST is seeking an Investment Strategistwho will serve as a subject matter expert responsible for assisting our expanding national footprint of Financial Advisors with a range of investment topics in support of client service and prospect interactions, both in-person (if/when applicable), and over the phone/electronically. Combine a passion for capital markets, asset allocation and portfolio construction, direct client-facing experience with a range of client types, attention to detail, and a strong sense of professional curiosity and self-learning, and thrives in a fast-paced, entrepreneurial environment.

Raleigh, NC30+ days ago

The Investment Operations professional is responsible for supporting all operational aspects of our TAMP investment management services, including trade execution, monitoring portfolios including drift and fee billing. This role ensures the smooth functioning of daily workflows, maintains data integrity, and collaborates with trading teams, custodians, and internal teams to provide accurate and timely information.

Durham, NC30+ days ago

Represent public sector clients in a variety of public finance transactions, including general obligation bonds, revenue bonds, and other tax-advantaged financings. We advise government entities, authorities, and related organizations on a wide range of legal matters, delivering the personal service of a local firm with the depth and resources of a multi-practice platform.

Raleigh, North Carolina30 days ago

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. Attend industry conferences related to financial planning and/or investment management to hone skills and stay current with financial education and industry trends.

Raleigh, NC30+ days ago

Exception Management and Remediation Planning: Analyze the client impact for each exception found primarily using SQL, and develop SQL based remediation scripts to resolve current and historical issues. Daily Batch Data Reconciliation: Execute daily cash, position, market value, and transaction reconciliations between custodial data feeds and the AdvisorEngine portfolio management system.

Raleigh, NC30+ days ago

Delta Electronics products are the most energy efficient power products in the industry and our company is perfect for those who want to create, design and build sustainable solutions using massively scalable, big-data architecture, with a strong focus on building automation. The System Architect role at Delta Intelligent Building Technologies is a senior technical position responsible for pre-sales system design, solution architecture, and sales enablement within the building automation market.

Raleigh, NC12 days ago

$108,000–$135,000 Per Year
Full-time

How You’ll Contribute   Own Deal Desk operations and pricing governance that supports pricing decisions (approval workflows, escalation thresholds, required documentation, and controls) to improve speed, consistency, and price realization. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.

Chapel Hill, North Carolina30+ days ago

What You'll Be Doing: The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Raleigh, NC30+ days ago

Reporting to the Director of Finance, the Controller will oversee the full accounting cycle, manage the month-end and year-end close processes, and provide accurate financial reporting and insights to management, ownership, and external stakeholders. This role is ideal for a hands-on accounting leader who enjoys improving financial systems, ensuring compliance, and driving operational excellence.

Raleigh, NC23 days ago

No segmentation, no territories, the richest comp plan in the industry, competitive base salary, residual bonus, attainable club and circle targets, an unmatched culture with spectacular club trips, and the best implementation and service teams in the HCM industry. if you are a perennial President's Club performer who is looking for the perfect Enterprise role to make truly life changing money in the most fun environment in sales with a service team you can trust will always deliver, reach out and let's talk.

Raleigh, NC24 days ago

Remote

Full-time

The Lead Data Engineer will play a critical implementation role on the Data Engineering and Data Services team and be responsible for data pipeline solutions design and development, troubleshooting, and optimization tuning on the next generation data and analytics platform being developed with leading edge big data technologies in a highly secure cloud infrastructure. Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.

New!

Raleigh, NC4 days ago

Compensation is earned by:Generating new client and advisor opportunities through community engagementCreating partnership channels that lead to new business and referralsContributing to team revenue through event participation and lead conversionLeveraging Ai Merchantry programs and branded tools to expand market presenceThere is no base salary and no income cap — your earnings reflect the partnerships you create and the business you help generate. Drive Event Participation — Support and co‑host community events, educational workshops, and webinars, including Ai Merchantry programs like Blueprints to Black Wealth , We-LL Care , Protected Tomorrows , and BOSS.Support Advisor Teams — Connect Financial Advisors, Insurance Agents, and Annuities/IUL Advisors with the right communities and partnership opportunities.

Chapel Hill, NC21 days ago

Full-time

Reporting to the VP, Clinical Operations, the Senior Director acts as a key internal liaison between Clinical Operations and BHPS’s market-facing teams—partnering closely with clinical, operational, quality, finance, network, sales, and growth leaders to drive measurable improvements in outcomes, utilization, value-based performance, regulatory compliance, and client satisfaction. This role is critical to ensuring consistent, high-performing case management operations within the BHPS TPA model and to maintaining accreditation and regulatory readiness across URAC, NCQA, CMS, ERISA, MHPAEA, the No Surprises Act, and HIPAA confidentiality requirements—with particular attention to obligations owed to self-insured clients.

Research Triangle Park, NC12 days ago

Situated at the cross-section of Morrisville and Research Triangle Park (RTP), North Carolina, our site is at the heart of a booming biotech hub surrounded by top universities, vibrant communities, and various outdoor opportunities. All resumes submitted by search firms/employment agencies to any employee at FUJIFILM via-email, the internet or in any form and/or method will be deemed the sole property of FUJIFILM, unless such search firms/employment agencies were engaged by FUJIFILM for this requisition and a valid agreement with FUJIFILM is in place.

Cary, North Carolina30+ days ago

Extensive knowledge of personal computers and related software, including Microsoft Office Suite and Oracle or other enterprise resource planning (ERP) systems; Google Apps; Considerable knowledge of human resource position allotments and payroll procedures; Comprehensive knowledge of generally accepted accounting principles and governmental accounting principles; Comprehensive knowledge of federal, state, and local budgeting and finance requirements; Critical thinking and problem-solving skills; Strong research and analysis skills; Extensive contract and purchasing knowledge and skills; Ability to develop short and long-term initiatives; Ability to complete complex tasks and minimize errors with attention to detail; Ability to work independently and complete tasks in the absence of clear direction; Ability to communicate clearly and concisely both in oral and written form using a variety of communication techniques and tools to ensure the appropriate flow of information, collaborative efforts, and feedback; Ability to establish and maintain effective working relationships with school officials, administrators, teachers, support staff, vendors, and federal and state contacts. Provides financial oversight of budget and financial transactions and counsels and assists division/department leaders in planning, developing, and implementing financial activities for Central Services departments.

Lillington, NC30+ days ago

Full-time

Directly accountable for the functions of the general ledger, payroll, accounts payable, accounts receivable, grants accounting, budget preparation, logistics functions, information management systems and other related operations as may be necessary. Principal responsibilities include overseeing the financial reporting, short range and long-term financial planning, general accounting, subsidiary corporation implementation and billing, audit coordination, taxes, banking, and monthly cash flow.

New!

Raleigh, NC3 days ago

Full-time

Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs. Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.

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Financial Advisor Jobs in Raleigh, NC

Controller Vaco LLC

Financial Advisor Transcend Practice Management

Financial Advisor Northwestern Mutual

Financial Advisor First Command Financial Services, Inc.

Financial Advisor - Endowments and Foundations CAPTRUST

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

Principal Financial Crimes Solutions Advisor SAS

Senior Wealth Advisor Beacon Pointe Advisors

Chief Financial Officer (CFO) Delta Oaks Group

J.P. Morgan Wealth Management - Private Client Advisor - Cary, NC JPMorgan Chase Bank, N.A.

Registered Financial Assistant Coastal Credit Union

Financial Planner - Entrepreneurial Path The Pelora Group

Lead Advisor Hilltop Wealth Advisors, LLC

2027 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank - Raleigh, NC JPMorgan Chase Bank, N.A.

Senior Home Lending Advisor - Durham NC - Durham 9th Street Branch JPMorgan Chase Bank, N.A.

Commercial Risk Advisor (Property & Casualty Insurance) First Citizens Bank

Senior Strategic Business Advisor Q2 Software, Inc

Sales Advisor Hilltop Wealth Advisors, LLC

Remote Benefits Advisor (Part-Time, Weekly Pay) Medium

Financial Planning Associate Davis Family Financial LLC

Account Executive – Financial Services Sage

Senior Institutional Client Management Associate CAPTRUST

Senior Institutional Associate CAPTRUST

OCIO Portfolio Solution Specialist CAPTRUST

Senior Wealth Planning Associate CAPTRUST

Institutional Client Management Consultant CAPTRUST

QRG Investment Management Operations Specialist Envestnet

Senior Product Manager - Tamarac Envestnet

Technical Consultant - Tamarac Trading Envestnet

Technical Consultant - Tamarac Reporting Envestnet

Client Service Associate - Tamarac Reporting Envestnet

Product Manager Envestnet

Senior Sales Engineer Envestnet

Investment Research Strategist CAPTRUST

Investment Operations AdvisorEngine

Public Finance Attorney - Durham, NC Sands Anderson

Wealth Relationship Manager Specialist CAPTRUST

Portfolio Management Data Operations & Reconciliation Specialist (Contract) AdvisorEngine

System Architect - Pre Sales - USA South East Delta Intelligent Building Technologies (Canada) Inc.

Pricing Governance Manager Envestnet

Client Service Associate - NR Stifel

Controller Alphanumeric Systems, Inc.

Enterprise Account Executive Thread Enterprise

Lead Data Engineer Envestnet

Business Development Ai Merchantry Group

Senior Director, Case Management & Outcomes Performance Brighton Health Plan Solutions, LLC

Senior Finance Business Partner Fujifilm

Finance Director Academics and Student Supports Wake County Public School System

Director of Finance First Choice Community Health Centers

Senior Legal Counsel Envestnet

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