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Entry Level Financial Coach Jobs in Raleigh, NC (NOW HIRING)

Globe Life

Entry-Level Sales Rep

Apex, NC · On-site

Help secure families' financial futures * Close sales and earn performance-based pay and bonuses We find that coachable individuals with a good attitude perform best in this environment.

Globe Life

Entry-Level Sales Associate

Raleigh, NC · On-site

$36K - $48K/yr

Help secure families' financial futures * Close sales and earn performance-based pay and bonuses We find that coachable individuals with a good attitude perform best in this environment.

Globe Life

Entry-Level Sales Rep

Raleigh, NC · On-site

Help secure families' financial futures * Close sales and earn performance-based pay and bonuses We find that coachable individuals with a good attitude perform best in this environment.

Globe Life

Entry-Level Sales Associate

Durham, NC · On-site

$33K - $45K/yr

Help secure families' financial futures * Close sales and earn performance-based pay and bonuses We find that coachable individuals with a good attitude perform best in this environment.

Globe Life

Entry-Level Sales Associate

Apex, NC · On-site

$28K - $38K/yr

Help secure families' financial futures * Close sales and earn performance-based pay and bonuses We find that coachable individuals with a good attitude perform best in this environment.

Globe Life

Entry-Level Sales Associate

Cary, NC · On-site

$37K - $51K/yr

Help secure families' financial futures * Close sales and earn performance-based pay and bonuses We find that coachable individuals with a good attitude perform best in this environment.

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Entry Level Financial Coach information

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How much do entry level financial coach jobs pay per hour?

As of Jul 13, 2026, the average hourly pay for entry level financial coach in Raleigh, NC is $22.38, according to ZipRecruiter salary data. Most workers in this role earn between $18.46 and $26.15 per hour, depending on experience, location, and employer.

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

To thrive as an Entry Level Financial Coach, you need a solid understanding of personal finance principles, budgeting, and debt management, typically supported by a relevant degree or financial education coursework. Familiarity with financial planning software, spreadsheets, and sometimes certifications like AFCPE’s Accredited Financial Counselor (AFC) can be advantageous. Outstanding interpersonal skills, active listening, and the ability to communicate complex concepts simply help coaches connect with and motivate clients. These skills and qualifications are crucial for empowering clients to achieve financial goals and fostering trust in the coaching relationship.

What is an Entry Level Financial Coach?

An Entry Level Financial Coach is a professional who helps individuals or small groups manage their personal finances, typically starting with foundational guidance. They educate clients on budgeting, debt management, saving, and basic financial planning. While they do not provide investment advice or manage assets, they support clients in setting and achieving financial goals. Entry level coaches often work with people who are new to financial planning and need help building good money habits.

What are some common challenges faced by entry level financial coaches when working with clients?

Entry level financial coaches often encounter clients who are hesitant to discuss personal finances or who may lack basic financial literacy. Overcoming these barriers requires patience, active listening, and the ability to build trust quickly. Additionally, new coaches may find it challenging to tailor advice to diverse client situations while adhering to ethical guidelines and maintaining confidentiality. Collaborating with experienced team members and staying current with financial education best practices can help new coaches develop their skills and confidence.
What are the most commonly searched types of Financial Coach jobs in Raleigh, NC? The most popular types of Financial Coach jobs in Raleigh, NC are:
What are popular job titles related to Entry Level Financial Coach jobs in Raleigh, NC? For Entry Level Financial Coach jobs in Raleigh, NC, the most frequently searched job titles are:
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What cities near Raleigh, NC are hiring for Entry Level Financial Coach jobs? Cities near Raleigh, NC with the most Entry Level Financial Coach job openings:
Entry Level Financial Coach jobs near you

Associate Financial Advisor

Cornerstone Advisor Group

Raleigh, NC

$140K/yr

Full-time

Posted 17 days ago

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! 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, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$90,000 - $140,000


Responsibilities:
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals

Job duties include, but are not limited to:

  • Sell & Maintain Life Insurance & Annuities
  • Sell & Maintain Assets Under Management
  • Develop and maintain strong relationships with clients
  • Provide tailored financial advice and solutions to clients
  • Manage the sales process from lead generation to closing
  • Continuously learn and apply new industry knowledge
  • Collaborate with the team and share best practices
  • Maintain accurate and up-to-date client records and compliance documentation

Qualifications:
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required

If you are someone who has:

  • The mindset of a capitalist and the heart of an altruist
  • High energy, a strong work ethic, and a positive, optimistic approach
  • A passion for helping people and a strong sense of mission
  • Confidence, resilience, humility, and total commitment to your work
  • Integrity and trustworthiness in everything you do
  • The desire to create your own success while making a meaningful impact in your community


Requirements:

  • Active Life Producer License in your state of residence
  • Proven ability to sell life insurance products and generate leads
  • Excellent phone skills, with the confidence to reach out to new prospects and clients
  • Business mindset with a strong drive to succeed and grow a personal business
  • Strong interpersonal skills and the ability to connect with people from diverse backgrounds
  • Eagerness and willingness to learn and improve

About Company

At Cornerstone Advisor Group, we believe financial planning is about more than products - it’s about people. Our advisors are empowered to build meaningful relationships, provide personalized guidance, and keep the promises they make to clients and each other. We foster a culture rooted in integrity, collaboration, and purpose, where success is measured not only by growth but by impact.

Our advisors operate with independence while benefiting from strong infrastructure, proven systems, and ongoing support. We invest in our people through comprehensive training, mentorship, and access to robust tools and resources - creating an environment where advisors can build sustainable, fulfilling careers while making a meaningful difference.