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Entry Level Vanguard 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

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

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

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 · On-site

$15.50/hr

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

Raising Cane's

Cashier - Morning Shift

Raleigh, NC · On-site

$15.50/hr

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

Raising Cane's

Cashier - Morning Shift

Raleigh, NC · On-site

$15.50/hr

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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Entry Level Vanguard Financial Advisor information

See Raleigh, NC salary details

$35K

$99.3K

$140K

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

As of Aug 10, 2026, the average yearly pay for entry level vanguard 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 typical day look like for an entry level Vanguard Financial Advisor, and how do they interact with clients and senior advisors?

As an entry-level Vanguard Financial Advisor, your day often involves assisting clients with account inquiries, providing basic financial guidance, and supporting senior advisors during client meetings. You’ll spend time learning about Vanguard’s investment products and participating in ongoing training. Collaboration is key; you'll work closely with experienced advisors to develop client solutions and participate in team discussions to share insights. Over time, you’ll gradually take on more complex responsibilities as you build your expertise and client management skills.

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

AspectEntry Level Vanguard Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; CFP preferredCFP, ChFC, or similar certifications often required
Work EnvironmentFinancial institutions, client meetings, sales-focusedIndependent or firm-based, comprehensive financial advice
Employer & Industry UsageVanguard, investment firms, banksFinancial advisory firms, independent practices, banks

While both roles involve providing financial guidance, an Entry Level Vanguard Financial Advisor typically works within Vanguard's investment platform, focusing on client service and product sales. A Financial Planner offers broader, personalized financial planning services, often with advanced certifications. The roles differ mainly in scope, certifications, and work environment, but both serve clients seeking investment and financial advice.

What are the key skills and qualifications needed to thrive as an entry level Vanguard Financial Advisor, and why are they important?

To thrive as an Entry Level Vanguard Financial Advisor, you generally need a bachelor's degree in finance, business, or a related field, along with a foundational understanding of financial markets and investment strategies. Familiarity with financial planning software, CRM systems, and, in some cases, FINRA Series 7 and 66 licenses is highly beneficial. Exceptional communication, active listening, and client relationship-building skills help differentiate successful advisors. These competencies are essential for building trust, delivering sound financial guidance, and supporting clients in achieving their financial goals.

What does an entry level Vanguard Financial Advisor do?

An Entry Level Vanguard Financial Advisor helps clients understand their financial goals and provides guidance on investment options, retirement planning, and wealth management. They work directly with clients to assess their financial situation, answer questions, and recommend suitable Vanguard products and services. Entry-level advisors receive training and support from Vanguard to develop their financial knowledge and client service skills. They typically work as part of a team and may assist more experienced advisors while building their own client relationships.
What are the most commonly searched types of Vanguard Financial Advisor jobs in Raleigh, NC? The most popular types of Vanguard Financial Advisor jobs in Raleigh, NC are:
What are popular job titles related to Entry Level Vanguard Financial Advisor jobs in Raleigh, NC? For Entry Level Vanguard Financial Advisor jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Entry Level Vanguard Financial Advisor jobs in Raleigh, NC look for? The top searched job categories for Entry Level Vanguard Financial Advisor jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Entry Level Vanguard Financial Advisor jobs? Cities near Raleigh, NC with the most Entry Level Vanguard Financial Advisor job openings:
Entry Level Vanguard Financial Advisor jobs near you
Infographic showing various Entry Level Vanguard Financial Advisor job openings in Raleigh, 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 $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 17 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 251 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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