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Associate Advisor Jobs in Raleigh, NC (NOW HIRING)

SEIA, LLC / Bates Wealth Advisors, LLC

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Financial Advisor

Chapel Hill, NC · On-site

$92.50K - $150K/yr

This job may be supervising Associate Advisor. QUALIFICATIONS: * Bachelor's Degree (BA) from four-year college or university. * At least 2-3 years of related experience and/or training.

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Financial Advisor

Chapel Hill, NC · On-site

$92.50K - $150K/yr

This job may be supervising Associate Advisor. QUALIFICATIONS: * Bachelor's Degree (BA) from four-year college or university. * At least 2-3 years of related experience and/or training.

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Financial Advisor

Chapel Hill, NC · On-site

$92.50K - $150K/yr

This job may be supervising Associate Advisor. QUALIFICATIONS: * Bachelor's Degree (BA) from four-year college or university. * At least 2-3 years of related experience and/or training.

H&R Block

Block Advisor Tax Advisor

Raleigh, NC · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

H&R Block

Block Advisor Tax Advisor

Durham, NC · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

H&R Block

Block Advisor Tax Advisor

Cary, NC · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

TIAA

Wealth Advisor

Durham, NC

$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 May 29, 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 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 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 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 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 May 2026, with employment types broken down into 62% Full Time, 35% Part Time, 1% Temporary, and 2% Contract. Highlights an 71% Physical, 3% Hybrid, and 26% Remote job distribution, with an average salary of $52,432 per year, or $25.2 per hour.

Financial Advisor

Transcend Practice Management

Chapel Hill, NC • Hybrid

Full-time

Posted 7 days ago

Job description

Job title: Financial Advisor

Location: Chapel Hill, NC

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

Compensation: $110,000 - $125,000

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.

Sound appealing? 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 is eager to contribute, grow, and make a meaningful impact.

The Financial Advisor role is a full-time, salaried position with a competitive benefits package and performance-based growth opportunities.

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 your team responsibilities.
  • 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.
  • Gain exposure to trading activities by working alongside the portfolio manager.
  • Learn operational processes, including custodial procedures and documentation.
  • Participate in team meetings and ongoing training sessions with internal and external experts.
  • Meet regularly with your 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 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!