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Entry Level Financial Advisor Jobs in Raleigh, NC

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.

Raising Cane's

Cook - Closing Shift

Chapel Hill, NC · On-site

$15.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Closing Shift

Chapel Hill, NC · On-site

$15.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Closing Shift

Chapel Hill, NC · On-site

$15.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Closing Shift

Chapel Hill, NC · On-site

$15.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cashier - Morning Shift

Raleigh, NC

$15.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Even if you don't have previous Restaurant Cashier experience, this position is entry-level (yes ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cashier - Morning Shift

Raleigh, NC · On-site

$15.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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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

$35K

$99.3K

$140K

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

As of Aug 14, 2026, the average yearly pay for entry level financial advisor in Raleigh, NC is $99,283.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,900.00 and $127,300.00 per year, depending on experience, location, and employer.

What does a first year entry level financial advisor make?

A first-year entry-level financial advisor typically earns between $40,000 and $60,000 annually, including base salary and commissions or bonuses. Compensation can vary based on location, firm size, and individual performance, with many advisors also working towards relevant certifications like the Series 7 or 66. Entry-level roles often involve client meetings, financial planning, and using financial software tools.

How to become an entry-level financial advisor?

To become an entry-level financial advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Obtaining relevant licenses such as the Series 7 and Series 63, which are administered by FINRA, is also required, along with developing strong interpersonal and analytical skills. Gaining experience through internships or entry-level positions can improve job prospects in this field.

What are the key skills and qualifications needed to thrive as an entry level financial advisor?

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 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 August 2026, with employment types broken down into 100% Full Time. Highlights an 80% In-person, and 20% Remote job distribution, with an average salary of $99,283 per year, or $47.7 per hour.

Entry Level Account Specialist

Sentinel

Raleigh, NC • On-site

$18.50 - $25.25/hr

Full-time

Re-posted 21 days ago

Sentinel Real Estate rating

8.1

Company rating: 8.1 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

46th of 252 rated facilities management

Job description

The Account Specialist performs the essential functions of the position, which include aiding Account Advisors and Client Executives with service needs and making changes to existing accounts. Specific service and marketing responsibilities are learned in this position. May be assigned special projects as needed from time to time.

This position will serve as the first point of contact for our organization and is responsible for creating a welcoming and efficient front office experience while supporting daily administrative operations. The ideal candidate is detail-oriented, approachable, and thrives in a fast-paced environment.

Who you are:

A proactive individual driven to be accurate who thrives in detail and excels in learning new things. Strong ability to troubleshoot, problem solve and follow-up. Capable of setting priorities while keeping multiple plates spinning, working in a fast-paced environment, and coordinating with a team to achieve goals. Strong ability to communicate professionally and effectively with clients, co-workers and other business contacts.

At all times, this role is responsible for adherence to the stated expectations of Sentinel’s Errors and Omissions Management Program.

PRIMARY RESPONSIBILITIES:
  • Provide technical support to Account Advisor(s) in servicing client needs.
  • Complete applications in coordination with Account Advisor(s); Assists Account Advisor in submittal of applications to eligible and appropriate carriers and follows up to ensure timely receipt of quotations and policies.
  • Complete renewal reviews for upcoming renewal accounts in accordance with Sentinel’s timelines and procedures. Coordinate with the Account Advisor and the Client Executive as necessary to discuss coverages and needed changes.
  • Prepare master certificates and other related items; verify for accuracy; forward to holders and client with appropriate correspondence at the direction of the Account Advisor.
  • Prepare summaries of insurance, schedules and proposals as needed.
  • Process renewals in coordination with Account Advisor(s) according to agency procedures.
  • Review audits of policies; verifies accuracy and facilitates corrections when necessary, including invoicing and delivering to the insured.
  • Processes incoming mail, phone and email requests, responding promptly and appropriately in accordance with Sentinel service standards.
  • Process billings; follow up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.
  • Prepare premium allocations, manual invoices, and premium finance agreements for clients as needed.
  • Review and maintain suspense daily to adhere to Sentinel’s standard operating procedures.
  • Other servicerelated items as they arise especially for training purposes to further agency or insurance knowledge.
    • KNOWLEDGE, SKILLS AND ABILITIES:
  • High school diploma or equivalent.
  • Property & Casualty Insurance License, or the ability to obtain within the first 6 months of employment.
  • Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner.
  • Ability to understand written and oral communication and interpret abstract information.
  • Ability to carry out complex tasks with many concrete and abstract variables.
  • Strong computer skills and familiarity with tools such as Outlook, Excel, and Word.
  • Ability to manage complex projects simultaneously.
  • Ability to work independently of Account Manager and take the lead on specific elements of client servicing when necessary.
  • WORKING CONDITIONS:
  • Fastpaced environment working with multiple teams and associates.
  • Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks.

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