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Associate Advisor Jobs in Raleigh, NC (NOW HIRING)

Wisepath Group

Associate Financial Advisor

Raleigh, NC · On-site

$60K - $120K/yr

Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models. * Participate in client meetings to assist with administrative follow-ups, case ...

Wisepath Group

Associate Financial Advisor

Raleigh, NC · On-site

$60K - $120K/yr

Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models. * Participate in client meetings to assist with administrative follow-ups, case ...

H&R Block

Block Advisors Tax Advisor

Durham, NC · On-site

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Cary, NC · On-site

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Raleigh, NC · On-site

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Raleigh, NC

Associate Advisor information

See Raleigh, NC salary details

$11

$25

$44

How much do associate advisor jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for associate advisor in Raleigh, NC is $25.21, according to ZipRecruiter salary data. Most workers in this role earn between $17.98 and $28.99 per hour, depending on experience, location, and employer.

What is an associate advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an associate advisor?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.

What are some common challenges associate advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are the most commonly searched types of Advisor jobs in Raleigh, NC?

The most popular types of Advisor jobs in Raleigh, NC are:

What are popular job titles related to Associate Advisor jobs in Raleigh, NC?

For Associate Advisor jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Associate Advisor jobs in Raleigh, NC look for?

The top searched job categories for Associate Advisor jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Associate Advisor jobs?

Cities near Raleigh, NC with the most Associate Advisor job openings:

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $48,082 per year, or $23.1 per hour.

Associate Financial Advisor

Raleigh, NC • On-site

Cornerstone Advisor Group
See more jobs at Cornerstone Advisor Groupexternal

$140K/yr

Full-time

Re-posted 19 days ago

Key responsibilities

  • Determine clients' financial situations and develop tailored financial plans to help clients achieve their financial objectives

  • Seek, identify, and secure new client relationships by serving as a trusted financial advisor

  • Provide strategic recommendations for products, plans, investments, and other methods to help clients meet their financial goals

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$90,000 - $140,000


Responsibilities:
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals

Job duties include, but are not limited to:

  • Sell & Maintain Life Insurance & Annuities
  • Sell & Maintain Assets Under Management
  • Develop and maintain strong relationships with clients
  • Provide tailored financial advice and solutions to clients
  • Manage the sales process from lead generation to closing
  • Continuously learn and apply new industry knowledge
  • Collaborate with the team and share best practices
  • Maintain accurate and up-to-date client records and compliance documentation

Qualifications:
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required

If you are someone who has:

  • The mindset of a capitalist and the heart of an altruist
  • High energy, a strong work ethic, and a positive, optimistic approach
  • A passion for helping people and a strong sense of mission
  • Confidence, resilience, humility, and total commitment to your work
  • Integrity and trustworthiness in everything you do
  • The desire to create your own success while making a meaningful impact in your community


Requirements:

  • Active Life Producer License in your state of residence
  • Proven ability to sell life insurance products and generate leads
  • Excellent phone skills, with the confidence to reach out to new prospects and clients
  • Business mindset with a strong drive to succeed and grow a personal business
  • Strong interpersonal skills and the ability to connect with people from diverse backgrounds
  • Eagerness and willingness to learn and improve

About Company

At Cornerstone Advisor Group, we believe financial planning is about more than products - it’s about people. Our advisors are empowered to build meaningful relationships, provide personalized guidance, and keep the promises they make to clients and each other. We foster a culture rooted in integrity, collaboration, and purpose, where success is measured not only by growth but by impact.

Our advisors operate with independence while benefiting from strong infrastructure, proven systems, and ongoing support. We invest in our people through comprehensive training, mentorship, and access to robust tools and resources - creating an environment where advisors can build sustainable, fulfilling careers while making a meaningful difference.