NewFinancial Advisor/Wealth Manager - Raleigh, NC Tristate Financial AdvisorsFinancial Advisor/Wealth Manager - Raleigh, NCRaleigh, NCOur fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of working-class people with a sole focus of providing comprehensive financial planning and wealth management services to help them realize their dreams. Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results.
NewFinancial Representative/Advisor Consolidated Planning, Inc.Financial Representative/AdvisorRaleigh, NCThis role involves building and maintaining long-term client relationships, conducting comprehensive financial assessments, and developing tailored plans that address insurance, investments, retirement, and overall financial wellness. Company Description Consolidated Planning, Inc. is a financial planning firm that focuses on helping advisors build meaningful, client-centered practices rather than following rigid sales scripts.
NewDirector of Finance Vaco LLCDirector of FinanceRaleigh, NCDetermining 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.
Senior Vice President, Venture Lending and Banking StifelSenior Vice President, Venture Lending and BankingDurham, NCStifel 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. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
NewSuitability Principal MassMutualSuitability PrincipalRaleigh, NCThrough risk identification, supervisory oversight, and expert consultation, you will drive sound business decisions, support compliant growth, and strengthen the firm's risk management framework while serving as a trusted partner to advisors, compliance teams, and business leaders. See MassMutual Terms & Conditions at https://www.massmutual.com/legal/terms-of-use and Privacy Policy at https://www.massmutual.com/protecting-your-information and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorWake Forest, NCAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Financial Advisor Northwestern MutualFinancial AdvisorDurham, North Carolina$61,000–$250,000 / yearFull timeNorthwestern 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.
Financial Advisor Fidelity BankFinancial AdvisorCary, NCSUMMARY: The Financial Advisor is the primary advisor for clients typically in the $250K - $2MM segment (and may support "Prime" relationships as designed), delivering a structured advice experience including inquiry, planning, implementation, and periodic reviews. BASIC QUALIFICATIONS: Bachelor degree with 4 years' experience in financial advisory, planning, brokerage, or Bank-based investment programs or an equivalent combination of education and experience.
Merrill Advisor Development Program - Financial Advisor: Carolina East Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Carolina East MarketRaleigh, NCBack to search results Merrill Advisor Development Program - Financial Advisor: Carolina East Market Raleigh, North Carolina; Myrtle Beach, South Carolina; Chapel Hill, North Carolina Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Financial Advisor - North Raleigh, NC Thrivent Financial for LutheransFinancial Advisor - North Raleigh, NCDurham, NCThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor Strategic People AdvisorsFinancial AdvisorRaleigh, NCFull timeYou will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity. This is an entrepreneurial, performance-based compensation model featuring highly competitive commission structures, fee-sharing splits, and passive residual income.
Associate Financial Advisor Strategic People AdvisorsAssociate Financial AdvisorRaleigh, NCFull timeStrategic People Advisors (https://www.strategicpeopleadvisors.com/) is a boutique recruitment agency representing elite clients in the financial services sector. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.
Associate Bank Financial Advisor Wells Fargo & CoAssociate Bank Financial AdvisorRaleigh, NCThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
AVP/Trust & Family Office Financial Advisor Associate Parkside Financial Bank & TrustAVP/Trust & Family Office Financial Advisor AssociateClayton, North CarolinaToday, we’re an independent partner for successful families and privately held businesses, bringing together banking, commercial lending, trust, and family office services in one place. Parkside Financial Bank & Trust started in 2007 with four professionals and one big goal: to make business banking and wealth management more personal, more insightful, and more responsive.
HFA Financial Advisor Senior - Branch Huntington Bancshares IncHFA Financial Advisor Senior - BranchWake Forest, NCSummary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
Senior Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor - Experienced ProfessionalsCary, NC2025 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. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.
Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsCary, NCFull time2025 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.
Financial Advisor - Raleigh, NC FNB CorpFinancial Advisor - Raleigh, NCRaleigh, NCPrimary Responsibilities: Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers' individual financial needs and supplying the appropriate product. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
HFA Financial Advisor Senior - Branch Huntington National BankHFA Financial Advisor Senior - BranchWake Forest, North CarolinaThe HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
Financial Solutions Advisor - Raleigh/Durham Market Bank of America CorpFinancial Solutions Advisor - Raleigh/Durham MarketCary, NCBack to search results Financial Solutions Advisor - Raleigh/Durham Market Cary, North Carolina; Raleigh, North Carolina; Raleigh, North Carolina; Raleigh, North Carolina; Raleigh, North Carolina; Knightdale, North Carolina; Durham, North Carolina; Raleigh, North Carolina; Durham, North Carolina; Wake Forest, North Carolina; Chapel Hill, North Carolina; Holly Springs, North Carolina; Cary, North Carolina; Apex, North Carolina; Cary, North Carolina; Fuquay Varina, North Carolina; Greenville, North Carolina Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.