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49 Financial Jobs in Raleigh, NC (NOW HIRING)

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49 Financial information

What is 49 Financial and what do they do?

49 Financial is a financial services firm that provides financial planning, investment management, and insurance solutions. They focus on helping individuals and families achieve their financial goals through personalized strategies and education. The company often caters to young professionals and recent graduates, guiding them through financial decisions like budgeting, retirement planning, and debt management. Their advisors work to simplify complex financial topics and create long-term plans for clients.

What is the difference between 49 Financial vs 49 Financial Advisor?

Aspect49 Financial49 Financial Advisor
CertificationsTypically requires Series 7, Series 66, or similar licensesRequires similar licenses, plus CFP certification often preferred
Work EnvironmentOffice-based, client meetings, financial planningClient-facing, personalized financial advice, meetings
Industry UsageUsed broadly for financial firms and institutionsSpecific role within firms, focusing on client advisory services

49 Financial and 49 Financial Advisor roles both involve financial services, but the advisor position emphasizes direct client interaction and personalized financial planning, often requiring additional certifications like CFP. The main difference lies in the focus: 49 Financial is broader, while 49 Financial Advisor is specialized in client advisory services.

What are the key skills and qualifications needed to thrive as a Financial Advisor, and why are they important?

To thrive as a Financial Advisor, you need a strong background in finance, investment principles, and financial planning, typically supported by a relevant degree and certifications such as a CFP or Series 7 license. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential for efficient client service. Outstanding interpersonal skills, active listening, and the ability to build trust help advisors stand out in client relationships. These skills and qualifications are crucial for providing sound financial advice, retaining clients, and ensuring compliance in an ever-changing financial landscape.

What are some common challenges faced by Financial Advisors at 49 Financial, and how are they typically addressed?

Financial Advisors at 49 Financial often encounter challenges such as building a client base from scratch and staying updated with constantly changing financial regulations. The company typically supports advisors through comprehensive training, ongoing mentorship, and access to robust CRM tools that streamline client management. Team collaboration and regular strategy sessions also help advisors share best practices and overcome common obstacles together, fostering both professional growth and client success.
What are popular job titles related to 49 Financial jobs in Raleigh, NC? For 49 Financial jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching 49 Financial jobs in Raleigh, NC look for? The top searched job categories for 49 Financial jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for 49 Financial jobs? Cities near Raleigh, NC with the most 49 Financial job openings:
49 Financial jobs near you
Infographic showing various 49 Financial job openings in Raleigh, NC as of July 2026, with employment types broken down into 83% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 99% Physical, and 1% Remote job distribution.

Financial Education Specialist

All Financial Freedom

Raleigh, NC • On-site, Remote

$33K - $62K/yr

Part-time

Re-posted yesterday

Job description

This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts.
In this position, you will guide individuals through foundational financial concepts in a clear and structured manner. The role emphasizes education, professionalism, and ethical client engagement.
Position Overview
This position centers on financial education delivery and client understanding. The role supports individuals and families by explaining foundational financial concepts and supporting long-term planning initiatives in a professional and ethical manner.
Key Responsibilities
  • Conduct virtual financial education sessions
  • Communicate financial concepts clearly and accurately
  • Support individuals through structured learning frameworks
  • Maintain documentation and compliance standards
  • Participate in ongoing education and training

Required Qualifications
  • Strong verbal and written communication skills
  • Professional demeanor and attention to detail
  • Comfort working remotely and independently
  • Licensing eligibility

Compensation & Benefits
  • Performance-based compensation
  • Remote, flexible work environment
  • Training and licensing support

Career Path
Growth into education leadership, training, or management roles.

Apply