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Associate Financial Service Manager Jobs in Durham, NC

Wisepath Group

Associate Financial Advisor

Raleigh, NC · On-site

$60K - $120K/yr

We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial ® . Our client firm operates under a specialized macroeconomic ...

Wisepath Group

Associate Financial Advisor

Raleigh, NC · On-site

$60K - $120K/yr

We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial ® . Our client firm operates under a specialized macroeconomic ...

New York Life

Financial Service Professional

Raleigh, NC

$69K - $130K/yr

... ) and communication, and providing you with a development team and sales support to guide your ... Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a ...

New York Life

Financial Service Professional

Durham, NC

$69K - $130K/yr

... ) and communication, and providing you with a development team and sales support to guide your ... Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a ...

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All JobsAssociate Financial Service JobsAssociate Financial Service Manager JobsAssociate Financial Service Manager Jobs in Durham, NC

Associate Financial Service Manager information

See Durham, NC salary details

$13

$30

$65

How much do associate financial service manager jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for associate financial service manager in Durham, NC is $30.89, according to ZipRecruiter salary data. Most workers in this role earn between $20.00 and $33.22 per hour, depending on experience, location, and employer.

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

AspectAssociate Financial Service ManagerFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 6 or 7 are commonRequires a bachelor's degree; often holds certifications like Series 7, Series 66, or CFP
Work EnvironmentWorks within financial institutions, supporting client service and operationsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed in banks, investment firms, and financial service companiesUsed across financial planning firms, banks, and independent advisory practices

The Associate Financial Service Manager typically supports financial operations and client service within financial institutions, often focusing on administrative and operational tasks. In contrast, a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies. While both roles require relevant certifications and industry experience, their primary functions and client interaction levels differ significantly.

Associate Financial Service Manager jobs near you

Associate Financial Planner

Raleigh, NC • On-site

Edelman Financial Engines, LLC
Finance and Insurance • 1 - 5K employees
Learn more about Edelman Financial Engines, LLCexternal

Full-time

Medical, Dental, Retirement

Posted 17 days ago

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

As an Associate Financial Planner, you'll serve to assist Financial Planners in ensuring client happiness while following all regulatory issues. 

Responsibilities:

  • Performs financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, real estate, and risk management needs analysis
  • Prepares presentations, research, and supporting materials for client meetings and reviews
  • Conducts assessments of clients and prospects' evolving financial planning needs through proactively taking initiative to uncover new financial planning opportunities
  • Provides reports including minimum distributions, performance, billing, insurance policies, and tax consequences
  • Calculates required minimum distributions, income needs, tax consequences, and contributions/withdrawals
  • Provides high-level contact with clients crafted to maintain and improve the client relationship
  • Maintains a proven understanding of the industry, products, and trends

Requirements:

  • Minimum 1-3 years of financial services industry experience required, specifically in a broker/dealer or registered investment advisor environment
  • FINRA Series 65 Required
  • Bachelor's degree in business or finance; or equivalent proven experience
  • Certified Financial Planner designation preferred
  • Financial Services & insurance sales experience preferred
  • Good understanding of finance and investment markets/securities
  • Attention to detail, ability to coordinate work, and follow-up skills are crucial to the successful performance of position responsibilities
  • Ability to prioritize and address multiple projects and meet deadlines is crucial
  • Strong interpersonal, verbal, and written communication skills
  • Detailed knowledge of MS Outlook, Word, and Excel is a must

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $83,300 to $111,300, with additional annual bonus of 5% plus an incentive on any net new assets referred. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

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