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Associate Advisor Jobs in Raleigh, NC (NOW HIRING)

NCSU

Academic Advisor

Raleigh, NC · Hybrid

$40K - $50K/yr

... the Associate Director of Advising Programs. Our Academic Advising Team serves over 3,800 students through an integrated, team-based advising model. Rather than managing individual caseloads ...

TIAA

Wealth Advisor

Durham, NC · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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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 Jul 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 adviser?

An associate adviser is a professional who supports senior advisers by assisting with client consultations, research, and financial planning tasks. They often hold relevant certifications and work under supervision to develop their skills and knowledge in advising clients or customers.

Can financial advisors make $500,000 a year?

Financial advisors, including associate advisors, can potentially earn $500,000 annually, especially with extensive experience, a strong client base, and high-value assets under management. However, such earnings are typically achieved by top performers in the industry, often with additional certifications like the CFP or CFA, and may involve commissions, bonuses, or profit sharing. Most entry-level or mid-level advisors earn significantly less than this amount.

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.

Is $200,000 enough to work with a financial advisor?

For an Associate Advisor, a $200,000 investment can be sufficient to start working with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors require minimum investments that can range from $25,000 to $100,000 or more, but some offer services for lower amounts or on a fee-only basis. It's important to discuss fees and services directly with the advisor to determine if your investment aligns with their requirements.

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 does an associate advisor do?

An associate advisor supports financial advisors or clients by preparing reports, analyzing data, and assisting with client communications. They often handle administrative tasks, maintain client records, and may use financial planning software. This role typically requires strong organizational skills and relevant certifications or training.

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, and why are they important?

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 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 July 2026, with employment types broken down into 86% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 71% Physical, 4% Hybrid, and 25% Remote job distribution, with an average salary of $52,432 per year, or $25.2 per hour.
Financial Advisor

Financial Advisor

Transcend Practice Management

Chapel Hill, NC • Hybrid

Full-time

Posted 23 days ago

Job description

Job title: Financial Advisor

Location: Chapel Hill, NC

Status: Hybrid (2 days in office/week, Tuesday required)

Compensation: $120,000 - $125,000 with potential opportunity to earn future equity

We are a comprehensive financial planning firm in Chapel hill, NC. We provide personalized wealth management for executives and retirees, with a specialized focus on equity compensation and comprehensive financial planning. 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. Our mission is to help individuals and families make thoughtful, informed financial decisions that support a secure and fulfilling life. Every client we serve receives a unique financial plan, reflecting their goals, values, and circumstances.

We are building a team of individuals who are client-centric, intellectually curious, and committed to continuous improvement. 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.

The Financial Advisor role is a full-time, salaried position with a competitive benefits package, performance-based growth opportunities, and the potential opportunity to earn equity based on contribution to the firm's success.

The attributes that we are looking for in a teammate include:

  • A client-first mindset with a strong commitment to fiduciary responsibility.
  • A service-oriented approach, with the flexibility to adapt to each client's unique needs and communication style.
  • Strong written and verbal communication skills.
  • A collaborative spirit and ability to work effectively within a team structure.
  • Intellectual curiosity and desire for continuous learning and professional growth.
  • Strong organizational skills and ability to work efficiently.
  • Comfort with technology and an interest in leveraging tools to improve client outcomes.
  • Integrity, accountability, and commitment to doing things the right way.

As a Financial Advisor you can expect to:

  • Work within a collaborative 3–4-person client team, including a senior advisor, portfolio manager, and associate advisor.
  • Build and maintain strong client relationships, ultimately serving as primary point of contact.
  • Lead client meetings, communications, and implementation of financial advice as you grow in the role.
  • Coordinate all aspects of the financial planning process in partnership with your team.
  • Develop and deliver comprehensive financial plans tailored to each client's unique situation.
  • Mentor and support associate advisors as part of a cohesive team.
  • Contribute to firm-wide collaboration by working with all members of the Old Peak team.
  • Dedicate approximately 80-90% of your time to client service and 10-20% to firm growth and business development.
  • Progress into a lead advisor role managing 35-50 client relationships, depending on complexity.
  • Continue your professional development with the goal of advancing into a senior advisor role or another leadership path within the firm.
  • Partner with your advisor team to prepare for client meetings and gain a deep understanding of client needs.
  • Attend all client meetings and participate in post- meeting debriefs.
  • Assist in the creation and development of financial plans.
  • Shadow advisors on investment recommendations, portfolio rebalancing, and quarterly reporting.
  • Work alongside the portfolio manager while building expertise regarding our investment principles
  • Participate in team meetings and ongoing training sessions with internal and external experts.
  • Meet regularly with the Senior Advisor to review progress and identify growth opportunities.
  • Develop proficiency in financial planning, CRM, and document management tools.
  • Learn and apply the firm's investment philosophy.
  • Gain exposure to key planning areas, including estate planning, equity compensation, tax
  • planning, and insurance.
  • Build and demonstrate confidence in delivering the firm's value proposition and service offering.

Qualifications for this role include:

  • Bachelor's degree required.
  • CFP designation required.
  • 5+ years of experience in financial planning.
  • Strong communication and writing skills.
  • Demonstrated ability to build relationships and deliver client-focused solutions.
  • Comfort with financial technology and planning tools.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!