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Financial Advising Assistant Jobs in Raleigh, NC

NC SECU

Financial Advisor

Knightdale, NC · On-site

The Financial Advisor with an investment focus is responsible for providing exemplary member ... Coordinates and engages other specialists as needed to assist with complex scenarios and ensure ...

NC SECU

Financial Advisor

Rolesville, NC

The Financial Advisor with an investment focus is responsible for providing exemplary member ... Coordinates and engages other specialists as needed to assist with complex scenarios and ensure ...

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All JobsFinancial Advising JobsFinancial Advising Assistant JobsFinancial Advising Assistant Jobs in Raleigh, NC

Financial Advising Assistant information

See Raleigh, NC salary details

$10

$22

$39

How much do financial advising assistant jobs pay per hour?

As of Jul 29, 2026, the average hourly pay for financial advising assistant in Raleigh, NC is $22.70, according to ZipRecruiter salary data. Most workers in this role earn between $17.74 and $25.48 per hour, depending on experience, location, and employer.

What are Financial Advising Assistants?

Financial Advising Assistants are professionals who support financial advisors in managing client accounts, preparing reports, conducting research, and handling administrative tasks. They play a key role in ensuring that the financial advisor's operations run smoothly by scheduling appointments, maintaining records, and communicating with clients. Their work allows financial advisors to focus more on providing direct financial planning and investment advice. Financial Advising Assistants may also help prepare materials for client meetings and ensure compliance with regulations. They typically work in banks, investment firms, or financial planning companies.

What is the difference between Financial Advising Assistant vs Financial Planner?

AspectFinancial Advising AssistantFinancial Planner
CredentialsTypically requires a high school diploma or associate degree; certifications like FINRA Series 6 or 7 are commonRequires a bachelor's degree; certifications such as CFP (Certified Financial Planner) are often necessary
Work EnvironmentSupports financial advisors in client meetings, research, and administrative tasksWorks directly with clients to develop financial plans and investment strategies
Employer & Industry UsageFound in banks, financial firms, and advisory practicesEmployed by financial advisory firms, banks, and independent practices

The Financial Advising Assistant primarily supports financial advisors with administrative and research tasks, often requiring less formal certification. In contrast, a Financial Planner works directly with clients to create comprehensive financial plans, usually holding advanced certifications like CFP. Both roles are integral in the financial industry but differ in responsibilities and qualifications.

What are typical responsibilities of a Financial Advising Assistant on a daily basis?

A Financial Advising Assistant typically handles a variety of administrative and client-support tasks, such as preparing financial reports, scheduling meetings, updating client records, and assisting with compliance documentation. They often serve as the first point of contact for clients, helping to address routine inquiries and ensuring smooth communication between clients and advisors. Additionally, they may assist with research on investment products or financial planning strategies, providing valuable support that allows advisors to focus on more complex client needs.

What are the key skills and qualifications needed to thrive as a Financial Advising Assistant, and why are they important?

To thrive as a Financial Advising Assistant, you need strong analytical skills, attention to detail, and a background in finance or business, often supported by a relevant degree or coursework. Proficiency with financial planning software, CRM systems, and Microsoft Excel is typically required, and certifications like the Series 65 or 66 can be advantageous. Excellent organization, communication, and client service skills help you stand out in supporting advisors and building client relationships. These skills ensure accurate financial data management, efficient workflow, and positive client experiences essential for a successful advisory practice.
What cities near Raleigh, NC are hiring for Financial Advising Assistant jobs? Cities near Raleigh, NC with the most Financial Advising Assistant job openings:
Financial Advising Assistant jobs near you
Infographic showing various Financial Advising Assistant job openings in Raleigh, NC as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $47,220 per year, or $22.7 per hour.

Voya Financial Advisors Raleigh

Voya Financial Advisors

Raleigh, NC

Other

Medical, Life, Retirement

Re-posted 26 days ago

Voya Financial rating

7.8

Company rating: 7.8 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

95th of 150 rated financial services

Job description

Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Raleigh area to work plan sponsor relationships, in tax exempt markets and retail.

This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.

To be eligible for the Financial Professional role, candidates must possess the following qualifications:

  • Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
  • Securities registrations Series 7, 65 & 66 preferred
  • Life & Health Insurance Licenses
  • Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry

Qualified candidates are expected to have the following skills:

  • Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))
  • Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
  • Territory management and business development
  • Relationship building
  • Fund knowledge and product/pricing knowledge

At Voya Financial Advisors, we provide the tools and resources necessary that will help set you up for success including:

  • Full access to the Voya brand
  • Access to existing client base
  • Wide array of financial products
  • Technology and systems to enable you to efficiently manage your clients financial information and plans
  • Turnkey marketing services
  • Transition assistance, if applicable

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

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