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Associate Advisor Jobs in Raleigh, NC (NOW HIRING)

Fidelity Investments

Accommodation Advisor

Durham, NC · On-site

The Role As an Accommodation Advisor at Fidelity, you will lead the interactive process with associates who have disabilities as defined by the Americans with Disabilities Act and Amendments Act (ADA ...

Fidelity Investments

Accommodation Advisor

Durham, NC · On-site

The Role As an Accommodation Advisor at Fidelity, you will lead the interactive process with associates who have disabilities as defined by the Americans with Disabilities Act and Amendments Act (ADA ...

KOHLS

Part-Time Beauty Advisor - Sephora

Raleigh, NC · On-site

$15/hr

About the Role As Beauty Advisor, you will drive sales through an authentic passion for beauty and ... Maintaining adherence to company safety policies for the safety of all associates and customers

KOHLS

Part-Time Beauty Advisor - Sephora

Durham, NC · On-site

$13.70/hr

Required weekend avaiablity About the Role As Beauty Advisor, you will drive sales through an ... Maintaining adherence to company safety policies for the safety of all associates and customers

KOHLS

Part-Time Beauty Advisor - Sephora

Wake Forest, NC · On-site

$13.70/hr

About the Role As Beauty Advisor, you will drive sales through an authentic passion for beauty and ... Maintaining adherence to company safety policies for the safety of all associates and customers

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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.
Block Advisors Tax Advisor - Immediate Hire

Block Advisors Tax Advisor - Immediate Hire

H&R Block

Durham, NC • On-site

Full-time

Re-posted 8 days ago

Job description

About the Role
As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year.
Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. You'll have the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.
Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round.
Day to day, you'll...
  • Build year-round client relationships
  • Provide tax preparation, tax audit support and tax planning year-round
  • Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email)
  • Generate business growth, increase client retention, and offer additional products and services
  • Provide clients with IRS support
    • All certification levels can provide tax notice services
    • Circular 230 associates can provide audit representation
  • Grow your tax expertise

Required Qualifications
  • 5+ years of tax experience
  • Experience completing individual tax returns
  • Tax planning and audit support
  • Ability to effectively communicate in person and virtually
  • Comfort working with virtual tools - video conferencing and chat
  • Experience working in a fast-paced, supportive environment
  • Successful completion of the H&R Block Tax Knowledge Assessment1 or equivalent
  • Must complete continuing education requirements and meet all other IRS and applicable state requirements

1 - Enrollment in or completion of the H&R Block Income Tax Course of Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Preferred Qualifications
  • CPA or Enrolled Agent certification
  • Experience completing business tax returns
  • Experience conducting virtual tax interviews
  • Sales and/or marketing experience
  • Bachelor's degree in accounting or related field

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
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