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49 Financial Jobs in Raleigh, NC (NOW HIRING)

NC SECU

Financial Analyst

Raleigh, NC · Hybrid

This is entry level accounting and financial analysis position which requires an understanding of GAAP and fundamentals of financial analysis and reporting. Duties: * Application of Generally ...

Durham Housing Authority

Financial Analyst

Durham, NC · On-site

Summary The Housing Choice Voucher Program (HCVP) Financial Analyst performs complex and technical accounting and financial management work to ensure the accuracy, integrity, and compliance of all ...

Avalara

Financial Analyst

Durham, NC · On-site

$88K/yr

As the FP&A Analyst, Sales, you will partner with Avalara's FP&A and Sales Leadership teams. You will help guide financial planning and analysis across the Go-To-Market (GTM) organization. You will ...

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All Jobs49 Financial Jobs49 Financial Jobs in Raleigh, NC

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.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialization in high-net-worth individuals. Achieving this level often requires advanced certifications like the CFP or CFA, a robust network, and a focus on complex financial planning or investment management.

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 is the job description of 49 Financial?

The job description of a 49 Financial professional typically involves providing financial advice, managing client portfolios, analyzing market trends, and developing investment strategies. They often require strong analytical skills, knowledge of financial products, and relevant certifications such as the Series 7 or Series 63. The role may also include client communication and compliance with industry regulations.

How much does a financial professional at 49 Financial make?

The salary of a financial professional at 49 Financial varies based on experience, role, and location, but typically ranges from $50,000 to $100,000 annually. Compensation may include bonuses and commissions, especially for roles involving client advising or sales. Entry-level positions generally start lower, while experienced professionals with certifications like CFP or CFA tend to earn more.

Is 49 Financial a good company to work for?

49 Financial is a financial services company that offers roles in finance, sales, and customer support. Employee reviews indicate mixed experiences, with some noting opportunities for growth and others citing management and work environment concerns. Prospective employees should research company culture and review current employee feedback for a comprehensive understanding.

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.
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49 Financial jobs near you

Financial Education Specialist

All Financial Freedom

Raleigh, NC • Remote

Part-time

Posted 3 days ago

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.

Employment Type: PART_TIME

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