182 Results for

Financial Advisor Jobs in Raleigh, NC

Jobs

New!

Raleigh, NC1 day ago

This 1099 entrepreneurial partnership is tailored for self-starting professionals who want to maximize their earning potential by utilizing a diverse portfolio of over 50 premier insurance carriers alongside a fully automated backend infrastructure.

Advanced Digital Ecosystem: Leverage full access to enterprise-grade CRM software, automated nurturing campaigns, and instant multi-carrier quoting engines.

New!

Raleigh, NC2 days ago

$135,000–$160,000

Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. The role is hands-on, fast-paced, and requires someone who can manage transactional accounting while also providing strategic financial leadership to operational teams.

Key Responsibilities.

Cary, North Carolina18 days ago

$61,000–$250,000 Per Year

ul style="margin-bottom:0;margin-top:0">

Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: 
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.

Chapel Hill, NC30+ days ago

$120,000–$125,000 Per Year

With over 15 years in business, we are excited to welcome a Financial Advisor who shares our passion for dedication to our clients and to continuous improvement as a trusted steward of their financial success. 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.

Raleigh, North Carolina22 days ago

Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

Raleigh, NC30+ days ago

p>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.

What We Offer We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Durham, NC20 days ago

$45,000–$100,000 Per Year

Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.

Raleigh, North Carolina30+ days ago

li>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. 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.

Durham, NC30+ days ago

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. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.

Durham, North Carolina30 days ago

p/>

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. 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.

NC30+ days ago

Remote

$24.03–$26.44 Per Hour

p>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles.

Thrivent 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.

Raleigh, North Carolina22 days ago

p style="text-align:inherit"/>

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management

Competencies.

Durham, NC16 days ago

Full-time

Strategic Financial Concepts helps individuals, families, and business owners pursue financial confidence through comprehensive planning strategies while providing advisors with the training, mentorship, technology, and support needed to build successful careers. Most people never find a career that allows them to make a meaningful impact, build professional independence, create long-term wealth, and enjoy unlimited growth opportunities.

Durham, North Carolina16 days ago

p>Strategic Financial Concepts helps individuals, families, and business owners pursue financial confidence through comprehensive planning strategies while providing advisors with the training, mentorship, technology, and support needed to build successful careers.

This is an opportunity to become a trusted advisor who helps individuals, families, and business owners make important financial decisions that impact their future.

Cary, NC30+ days ago

p>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.

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.

Raleigh, NC30+ days ago

p>• Bachelors Degree • At least 2-3 years of experience in an investments area • Experience coaching, influencing and developing individuals in a team environment • Track record of exceeding expectations as well as assigned goals and targets • Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up. • 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.

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.

Raleigh, NC30+ days ago

p>Primary 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.

Raleigh, NC28 days ago

They 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.

Cary, NC9 days ago

p>Back 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.

Raleigh, NC30+ days ago

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

Chapel Hill, North Carolina9 days ago

Once 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.

Raleigh, North Carolina30+ days ago

$100,000–$130,000 Per Year

p>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.

NC22 days ago

Remote

$80,900–$115,500 Per Year

p>Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Ensures data integrity, manages system interfaces, completes the chart of accounts, maintains access/controls, owns the financial data warehouse application and creates report building mechanisms and interfaces with IT.

Raleigh, NC30+ days ago

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Work closely with the Financial Advisors and PCG Portfolio Management Officer to help the team devise the appropriate asset allocation based on clients' goals, cash flow, etc.

Cary, North Carolina29 days ago

div>

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.

Cary, NC30+ days ago

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.

Raleigh, NC10 days ago

SIPC.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.

Cary, NC9 days ago

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.

Wendell, NC30+ days ago

This 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.

Raleigh, NC16 days ago

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, NC17 days ago

With a strong focus on client advocacy, collaboration, and service excellence, the team works closely with internal partners to resolve inquiries efficiently, manage expectations, and ensure a consistently positive advisor experience-helping advisors better serve their end clients and drive long‑term success. The Service - Advisor team help clients navigate the Envestnet platform, troubleshoot operational and technical questions, and provide training to ensure advisors can effectively leverage our tools in their practices.

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, NC30+ 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.

NC30+ days ago

$40,000–$60,000 Per Year

p>All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Position summary:

This position provides support to the existing client base of North Central Florida Group by working with the Lead Advisor(s) or independently.

Chapel Hill, North Carolina15 days ago

p>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.

At Hilltop, we lead with our three core values:

Humble Steward – We honor the legacy entrusted to us by our founders, serving with humility, making decisions with integrity, and carrying our responsibility with gratitude and care.

Raleigh, NC30+ 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.

NC30+ days ago

The 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.

Raleigh, NC30+ days ago

p>Equitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc. Our commitment to being a Force for Good is reflected in programs like 1000 Hours of Giving Back sponsored by our Womens Network and Equitable Excellence" which awards 200 college scholarships annually.

Raleigh, NC30+ days ago

Cary, North Carolina30+ days ago

We recommend colleges that fit clients’ factors and budgets, assist in identifying career paths, and support them in achieving their goals cost-effectively. About Us: Class 101 is a national college planning franchise dedicated to guiding students and families through the college search, admissions, and financial aid process.

Raleigh, NC30+ days ago

p>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, NC30+ days ago

NC30+ days ago

$80,000–$95,000 Per Year

p>_____.

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.

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.

NC9 days ago

ul>

Strategic HR Consulting - Serves as a trusted advisor to Regional Directors and managers in the Field on a wide variety of people-related and organizational topics including succession planning, leader and team member development, performance management, talent and rewards planning.

Project Management- Design and implement multiple, concurrent projects working collaboratively with various COE partner teams in support of business & HR objectives that will impact team member experiences, growth, and retention.

NC30+ days ago

Remote

$123,250–$208,000 Per Year

The Health Plan Clinical Advisor is responsible for proactively managing the clinical relationship alongside the business lead (SAE/SAD) to understand and drive each of their client's priorities, financial targets, clinical goals and other commitments to their leadership. The Health Plan Clinical Advisor will analyze and evaluate the client's data and competitive marketplace conditions and forces to develop and execute a comprehensive business plan that supports the client's short- and long-term profitability and growth strategies.

Raleigh, NC30+ days ago

$91,000–$321,500 Per Year

p>PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success.

NC20 days ago

Remote

$80,900–$103,950 Per Year

Global Sourcing is responsible for creating and managing diverse strategic supplier partnerships that drive enterprise value with innovation, best cost and competitive advantages that benefit customers, suppliers and patients. Strategic Sourcing Indirect - IT Software is responsible for developing and executing strategy to source indirect software, SaaS, cloud services, and other related IT software related services to support our business stakeholders and programs.

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.

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 Advisor job opportunities. Plus, receive relevant job recommendations in your inbox.

Create A Free Account

Financial Advisor Jobs in Raleigh, NC

Licensed Life Insurance Advisor - Commission Based CEO Life

Controller Vaco LLC

Financial Advisor Northwestern Mutual

Financial Advisor Transcend Practice Management

Merrill Financial Solutions Advisor (Partially Licensed) - Carolina East Market Bank of America

Financial Advisor First Command Financial Services, Inc.

Financial Advisor Edward D Jones & Co LP

Merrill Advisor Development Program - Financial Advisor: Carolina East Market Bank of America

Associate Financial Advisor Edward D Jones & Co LP

Advisor Development Program - Carolina East Financial Solutions Advisor Trainee: Financial Center - Durham, NC (Spanish Speaking Preferred) Bank of America

Virtual Financial Advisor - National Remote Thrivent Financial for Lutherans

Financial Advisor - PNC Wealth Management PNC Bank

Competencies.

Financial Advisor Associate (TRAINING & LICENSING PROVIDED) Career Headhunter LLC

Financial Advisor Associate (TRAINING & LICENSING PROVIDED) Career Headhunter

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

HFA Financial Advisor Senior -Branch Huntington Bancshares Inc

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

Financial Advisor - Raleigh, NC FNB Corp

Associate Bank Financial Advisor Wells Fargo & Co

Financial Solutions Advisor - Raleigh/Durham Market Bank of America Corp

Financial Advisor - PNC Wealth Management The PNC Financial Services Group Inc

Financial Solutions Advisor Registration Candidate - University Mall Financial Center Bank of America

Financial Advisor - Endowments and Foundations CAPTRUST

Advisor, Financial Systems - SAP FI/CO Cardinal Health Inc

Financial Planning Officer Truist Financial Corp

Premier Advisor or Virtual Premier Advisor - Raleigh, NC Truist Bank

Premier Advisor or Virtual Premier Advisor - Raleigh, NC Truist Financial Corp

Financial Planner - Entrepreneurial Path The Pelora Group

J.P. Morgan Wealth Management - Private Client Advisor - Cary, NC JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Wendell, NC JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Raleigh, NC JPMorgan Chase & Co

Client Service Associate - Advisor Envestnet Inc

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

Chief Financial Officer (CFO) Delta Oaks Group

Service Advisor - North Central Florida Group - Tallahassee, FL Thrivent Financial for Lutherans

Lead Advisor Hilltop Wealth Advisors

Registered Financial Assistant Coastal Credit Union

Senior Wealth Advisor Beacon Pointe Advisors

Financial Professional - NC, Raleigh (5234) Equitable Financial Life Insurance Company

Registered Financial Assistant - 51826 Coastal Federal Credit Union

College Planning Advisor Class 101 Wake County NC

Senior Home Lending Advisor, Garner, and Raleigh, NC JPMorgan Chase & Co

Senior Home Lending Advisor, Raleigh, NC JPMorgan Chase & Co

Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)

Senior Strategic Business Advisor Q2 Software, Inc

Field Talent Advisor BJ's Wholesale Club Holdings Inc

Pharmacist - Clinical Advisor (Sales & Account Management) CVS Health Corp

Partner Tax Preparation Advisor Senior Manager PricewaterhouseCoopers LLP

Advisor, Indirect Procurement Sourcing - IT Software Cardinal Health Inc

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

Resume Resources