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Associate Advisor Jobs in Raleigh, NC (NOW HIRING)

Fidelity Bank

Financial Advisor

Cary, NC · On-site

The Financial Advisor partners with specialists as needed and ensures consistent, proactive client ... Serve as a resource and subject matter expert for associates regarding wealth management solutions ...

Right By You Mortgage

Financial Advisor

Cary, NC · On-site

The Financial Advisor partners with specialists as needed and ensures consistent, proactive client ... Serve as a resource and subject matter expert for associates regarding wealth management solutions ...

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 ...

Blue Compass RV Raleigh

Service Advisor

Raleigh, NC · On-site

The Service Advisor plays a critical role in delivering exceptional customer experience while ... and associates. You are not just an employee - you are family. We invest in our team through ...

Blue Compass RV

Service Advisor

Raleigh, NC · On-site

The Service Advisor plays a critical role in delivering exceptional customer experience while ... and associates. You are not just an employee -- you are family. We invest in our team through ...

Sally Beauty

Beauty Advisor Sally Beauty

Raleigh, NC · On-site

$16 - $20/hr

The Sales Associate/Beauty Advisor will focus on one primary objective - creating a memorable shopping experience for our customers. We are continually searching for passionate beauty lovers that ...

Sally Beauty

Beauty Advisor Sally Beauty

Morrisville, NC · On-site

$15.50 - $19.25/hr

The Sales Associate/Beauty Advisor will focus on one primary objective - creating a memorable shopping experience for our customers. We are continually searching for passionate beauty lovers that ...

Blue Compass RV Raleigh

Service Advisor

Raleigh, NC · On-site

The Service Advisor plays a critical role in delivering exceptional customer experience while ... and associates. You are not just an employee -- you are family. We invest in our team through ...

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Showing results 21-40

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.

Financial Advisor

Cary, NC • On-site

Fidelity Bank
See more jobs at Fidelity Bankexternal

Other

Medical, Life, Retirement

Posted 11 days ago

Key responsibilities

  • Develop and maintain a portfolio of investment and wealth management clients.

  • Conduct comprehensive financial reviews and needs analyses, and deliver personalized financial planning and investment recommendations.

  • Build long-term trusted advisor relationships through proactive communication, ongoing portfolio reviews, and identifying opportunities to deepen client relationships.

Job description

Regular Full-Time Cary, NC, US

SUMMARY

The Financial Advisor is the primary advisor for clients typically in the $250K - $2MM segment (and may support "Prime" relationships as designed), delivering a structured advice experience including inquiry, planning, implementation, and periodic reviews. The Financial Advisor partners with specialists as needed and ensures consistent, proactive client engagement.

PRINCIPAL ACCOUNTABILITIES

Time: Description:

15%Develop and maintain a portfolio of investment and wealth management clients.

15%Conduct comprehensive financial reviews and needs analyses. Deliver personalized financial planning and investment recommendations based on each client's objectives, risk tolerance, and financial circumstances.

10%Build long-term trusted advisor relationships through proactive communication and ongoing portfolio reviews. Identify opportunities to deepen client relationships across banking, wealth management, trust, insurance, and lending products.

5%Generate new investment assets through referrals, prospecting, centers of influence, and community involvement.

5%Partner with retail and commercial banking teams to identify and cultivate wealth management opportunities. Conduct client seminars, educational workshops, and networking activities to enhance business development efforts.

5%Meet or exceed established production, asset growth, and client acquisition goals.

5%Develop and implement tailored investment strategies aligned with client goals. Provide guidance related to retirement planning, education planning, wealth accumulation, income strategies, and legacy planning.

5%Monitor portfolio performance and recommend appropriate adjustments, as needed.

5%Stay informed of market trends, economic conditions, investment products, and industry developments.

5%Ensure all activities comply with applicable SEC, FINRA, state insurance, and Bank regulations.

5%Maintain accurate and complete client documentation and records.

5%Adhere to all fiduciary, suitability, and disclosure requirements. Complete all required compliance training and continuing education.

5%Work collaboratively with Bank leadership and referral partners to promote a coordinated client experience.

5%Participate in sales meetings, branch visits, community events, and strategic initiatives. Serve as a resource and subject matter expert for associates regarding wealth management solutions.

5%Contribute to special tasks and projects, as assigned.

BASIC QUALIFICATIONS

Bachelor degree with 4 years’ experience in financial advisory, planning, brokerage, or Bank-based investment programs or an equivalent combination of education and experience.

ADDITIONAL QUALIFICATIONS
  • FINRA Series 7 License
  • FINRA Series 66 (or Series 63 and 65)
  • North Carolina Life and Health Insurance License (or ability to obtain within a specified timeframe.
  • Strong understanding of investment products, retirement planning, financial planning, and wealth management principles.
  • Excellent interpersonal, presentation, and relationship management skills.
  • Proven ability to identify client needs and recommend appropriate solutions.
  • Strong sales, business development, and networking skills.
  • Ability to communicate complex financial concepts in a clear and understandable manner.
  • Strong organizational skills and attention to detail.
  • Commitment to delivering exceptional client service consistent with Fidelity Bank's relationship-focused culture.
PREFERRED QUALIFICATIONS
  • Chartered Financial Consultant (ChFC®)

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.

They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Affirmative Action/Equal Opportunity Employer

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