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Associate Financial Advisor Jobs in Durham, 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

$60 - $120/hr

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

Cetera Financial Group

Financial Advisor

Raleigh, NC · On-site

Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth ...

Right By You Mortgage

Financial Advisor

Cary, NC · On-site

$70 - $110/hr

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 ...

New

Fidelity Bank

Financial Advisor

Cary, NC · On-site

$60 - $90/hr

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 ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Durham, NC

Associate Financial Advisor information

See Durham, NC salary details

$34.9K

$60.8K

$101.9K

How much do associate financial advisor jobs pay per year?

As of Sep 3, 2026, the average yearly pay for associate financial advisor in Durham, NC is $60,849.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,200.00 and $74,800.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

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

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

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

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

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

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

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

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Durham, NC as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $60,849 per year, or $29.3 per hour.

Associate Financial Advisor

Strategic People Advisors

Raleigh, NC • On-site

$50 - $100/hr

Other

Posted 2 days ago

New

Job description

About Strategic People Advisors

Strategic People Advisors is a boutique recruitment agency representing elite clients in the financial services sector. On behalf of our client—a prominent wealth management team appointed with the insurance companies of OneAmerica Financial®—we are searching for an Associate Financial Advisor. This is a direct-hire, joint-work position designed to pair a developing professional with an established, top-producing team.

Position Overview

This role bridges the gap between starting out and running a mature wealth management practice. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.

Key Responsibilities
  • Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.
  • Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.
  • Manage existing client relationships, addressing daily operational inquiries with high professional standards.
  • Collaborate with the team on local business development, group workshops, and educational marketing events.
Requirements
  • FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred.
  • Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire).
  • 1–3 years of experience in banking, insurance, or consultative client-facing sales.
  • High coachability, strong active-listening skills, and a collaborative mindset.
Compensation & Professional Development
  • Competitive income plus performance-based bonuses and joint-work splits.
  • Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status.
  • $50,000 - $100,000 per year. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.

This position operates on a professional hybrid schedule once initial training and licensing are completed.

For more information about our candidate process, visit us at https://www.strategicpeopleadvisors.com/.

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