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Entry Level Financial Advisor Jobs in Raleigh, NC

New York Life

Entry Level Financial Advisor

Raleigh, NC · On-site

$69K - $130K/yr

A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% ...

New York Life

Entry Level Financial Advisor

Raleigh, NC · On-site

$69K - $130K/yr

A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% ...

Cornerstone Advisor Group

Financial Advisor

Raleigh, NC

$50K - $140K/yr

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed ...

Cornerstone Advisor Group

Financial Advisor

Raleigh, NC · On-site

$50K - $140K/yr

Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ...

New York Life

Insurance Agent

Raleigh, NC · On-site

$69K - $130K/yr

Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds ...

Sentinel

Entry Level Account Specialist

Raleigh, NC · On-site

$18.50 - $25.25/hr

Assists Account Advisor in submittal of applications to eligible and appropriate carriers and ... Prepare premium allocations, manual invoices, and premium finance agreements for clients as needed.

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All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Raleigh, NC

Entry Level Financial Advisor information

See Raleigh, NC salary details

$31.8K

$90.2K

$127.1K

How much do entry level financial advisor jobs pay per year?

As of Jun 10, 2026, the average yearly pay for entry level financial advisor in Raleigh, NC is $90,176.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,200.00 and $115,700.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Entry Level Financial Advisor, and why are they important?

To thrive as an Entry Level Financial Advisor, you need foundational knowledge in finance, economics, and investment strategies, usually supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and obtaining certifications like Series 7 or 66 are often required. Strong interpersonal skills, active listening, and the ability to build trust with clients are essential soft skills. These competencies enable advisors to provide sound financial guidance, develop client relationships, and grow their practice effectively.

What are some common challenges faced by entry level financial advisors and how can they overcome them?

Entry level financial advisors often face challenges such as building a client base, gaining trust from clients, and staying updated with changing financial regulations. To overcome these, new advisors should focus on networking, seeking mentorship from experienced colleagues, and consistently educating themselves through industry certifications and training. Additionally, developing strong communication skills and being proactive about client outreach can help accelerate professional growth and establish credibility within the firm.

What does an Entry Level Financial Advisor do?

An Entry Level Financial Advisor helps clients understand their financial options and assists them in setting and achieving financial goals. Typical duties include assessing clients' financial situations, recommending investment strategies, and explaining products such as retirement plans, insurance, and savings accounts. They often work under the guidance of more experienced advisors while building their own client base. Entry level advisors also stay current on financial regulations and market trends to provide the best advice possible.

What is the difference between Entry Level Financial Advisor vs Financial Planner?

AspectEntry Level Financial AdvisorFinancial Planner
CertificationsTypically requires Series 7, Series 66, or 63; CFP certification may be preferredOften holds CFP, CFA, or ChFC certifications
Work EnvironmentFinancial firms, banks, or advisory firms; client-facing rolesIndependent or firm-based; comprehensive financial planning
Job FocusAssisting clients with investments, basic financial adviceHolistic financial planning, estate, retirement, and tax strategies

While Entry Level Financial Advisors focus on basic investment advice and client onboarding, Financial Planners provide comprehensive financial strategies. Both roles often require similar certifications initially, but Financial Planners typically have more advanced credentials and a broader scope of services.

What are the most commonly searched types of Financial Advisor jobs in Raleigh, NC? The most popular types of Financial Advisor jobs in Raleigh, NC are:
What are popular job titles related to Entry Level Financial Advisor jobs in Raleigh, NC? For Entry Level Financial Advisor jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Advisor jobs in Raleigh, NC look for? The top searched job categories for Entry Level Financial Advisor jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Entry Level Financial Advisor jobs? Cities near Raleigh, NC with the most Entry Level Financial Advisor job openings:
Entry Level Financial Advisor jobs near you
Infographic showing various Entry Level Financial Advisor job openings in Raleigh, NC as of June 2026, with employment types broken down into 100% Full Time. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $90,176 per year, or $43.4 per hour.
Entry Level Financial Advisor

Entry Level Financial Advisor

New York Life

Raleigh, NC • On-site

$69K - $130K/yr

Full-time

Posted yesterday

Job description

New York Life Raleigh is currently seeking Driving Financial Professionals to become part of our team. We are in interviewing leadership-oriented individuals who may be selected to become Financial Advisors in our General Office. A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% of the Corporations in America still offer a Pension Plan, New York Life is one of them)Significant income potential plus Training allowanceWe have a brand new contract that will include a base salary plus commissionsThe opportunity to work for a Fortune 100 companyBuilding long-lasting relationships both inside and outside the company About New York Life: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades...We’re proud of our financial strength.• A++ Superior (A.M. Best)• AAA Exceptionally Strong (Fitch)• Aaa Exceptional (Moody’s)• AA+ Very Strong (Standard & Poor’s)
NorCal Orange logo

About NorCal Orange

Sourced by ZipRecruiter

Industry

Colleges, universities, and professional schools

Company size

11 - 50 Employees

Headquarters location

Syracuse, NY, US

View All NorCal Orange Jobs