ZipRecruiter

Log In

1

Financial Advisor Analyst Jobs in Rougemont, NC (NOW HIRING)

Northwestern Mutual

Financial Advisor

Durham, NC · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Durham, NC · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Durham, NC

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Durham, NC · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Financial Advisor

Chapel Hill, NC · On-site

$92K - $150K/yr

W2 Advisor Team REPORTS TO: Lead Advisor SUMMARY: This position is responsible for providing ... Analyze clients' financial information to determine strategies for meeting their financial goals.

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Financial Advisor

Chapel Hill, NC · On-site

$92K - $150K/yr

W2 Advisor Team REPORTS TO: Lead Advisor SUMMARY: This position is responsible for providing ... Analyze clients' financial information to determine strategies for meeting their financial goals.

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Financial Advisor

Chapel Hill, NC · On-site

$92K - $150K/yr

W2 Advisor Team REPORTS TO: Lead Advisor SUMMARY: This position is responsible for providing ... Analyze clients' financial information to determine strategies for meeting their financial goals.

Wisepath Group

Financial Advisor

Raleigh, NC · On-site

$100K - $250K/yr

Analyze complex client situations to design custom asset-protection, retirement income, and estate ... Transition financing is available for qualified advisors transitioning an existing book of business.

Wisepath Group

Financial Advisor

Durham, NC · On-site

$100K - $250K/yr

Analyze complex client situations to design custom asset-protection, retirement income, and estate ... Transition financing is available for qualified advisors transitioning an existing book of business.

Fnbcorp

Financial Advisor

Raleigh, NC

Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based on Assignment Position Overview ... analytical and interpersonal skills Excellent customer service skills Ability to use a personal ...

F.N.B. Corporation

Financial Advisor

Raleigh, NC · On-site

Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based on Assignment Position Overview ... analytical and interpersonal skills Excellent customer service skills Ability to use a personal ...

Wisepath Group

Associate Financial Advisor

Raleigh, NC · On-site

$60K - $120K/yr

Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models. * Participate in client meetings to assist with administrative follow-ups, case ...

next page

Showing results 1-20

All JobsFinancial Advisor Analyst JobsFinancial Advisor Analyst Jobs in Rougemont, NC

Financial Advisor Analyst information

See Rougemont, NC salary details

$26K

$59.5K

$79.6K

How much do financial advisor analyst jobs pay per year?

As of Jul 31, 2026, the average yearly pay for financial advisor analyst in Rougemont, NC is $59,454.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,200.00 and $74,600.00 per year, depending on experience, location, and employer.

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

To thrive as a Financial Advisor Analyst, you need strong analytical abilities, financial modeling skills, and a solid understanding of investment principles, typically backed by a degree in finance, economics, or a related field. Familiarity with financial software such as Excel, Bloomberg Terminal, and portfolio management systems, as well as certifications like CFA or CFP, is highly valued. Excellent communication, problem-solving, and interpersonal skills help in building client trust and working effectively in teams. These skills and qualities are essential for providing accurate financial advice, supporting informed investment decisions, and fostering long-term client relationships.

What does a financial advisory analyst do?

A financial advisory analyst evaluates clients' financial situations, analyzes investment options, and develops strategies to help achieve their financial goals. They often use financial modeling tools and require strong analytical skills, typically working in a team environment and holding relevant certifications such as the CFA or CFP.

Is AI replacing financial analysts?

AI is transforming the role of financial analyst by automating data analysis and reporting tasks, allowing analysts to focus on strategic decision-making. While AI tools can handle routine work, human judgment remains essential for interpreting complex financial data and providing personalized advice. Financial analysts who develop skills in data analysis, programming, and AI tools will remain valuable in the evolving finance environment.

Is a financial analyst a high paying job?

Financial analyst roles are generally considered well-paying, with median salaries often above average for many industries. Compensation varies based on experience, certifications like CFA, and the industry or location, but it typically offers strong earning potential compared to entry-level positions.

What is the difference between Financial Advisor Analyst vs Financial Planner?

AspectFinancial Advisor AnalystFinancial Planner
CredentialsCFP, CFA, or similar certifications often preferredCFP certification highly recommended
Work EnvironmentFinancial firms, investment banks, or advisory firmsIndependent practice, financial advisory firms, or banks
Primary FocusAnalyzing investments, supporting advisors, and portfolio managementCreating comprehensive financial plans for clients
Employer & Industry UsageCommonly employed in finance and investment sectorsWidely used in personal finance and wealth management

Financial Advisor Analysts primarily support investment decisions and portfolio analysis within financial firms, while Financial Planners focus on developing personalized financial strategies for clients. Both roles often require similar certifications and work in related environments, but their core responsibilities differ—analysis versus planning.

What are top 3 skills for a financial analyst?

A financial analyst needs strong analytical skills to interpret financial data, proficiency in Excel and financial modeling tools, and good communication skills to present findings clearly. Attention to detail and understanding of accounting principles are also essential for accurate analysis and reporting.

What are some common challenges Financial Advisor Analysts face when managing client portfolios, and how can these be addressed?

Financial Advisor Analysts often encounter challenges such as keeping up with rapidly changing market conditions, managing diverse client expectations, and ensuring compliance with financial regulations. To address these, analysts must stay well-informed through ongoing research and professional development, utilize advanced portfolio management tools, and communicate proactively with clients to set realistic goals and update them on performance. Collaborating closely with senior advisors and compliance teams also helps to maintain high standards and deliver tailored solutions.

What is a Financial Advisor Analyst?

A Financial Advisor Analyst is a professional who supports financial advisors by conducting research, analyzing financial data, and preparing reports to help clients make informed investment decisions. They often assist in creating financial plans, assessing portfolios, and tracking market trends. This role typically serves as an entry point in the financial advisory field, offering hands-on experience with financial strategies and client interactions. Financial Advisor Analysts work in banks, investment firms, or private advisory practices and play a crucial role in ensuring clients' financial goals are met.
What job categories do people searching Financial Advisor Analyst jobs in Rougemont, NC look for? The top searched job categories for Financial Advisor Analyst jobs in Rougemont, NC are:
What cities near Rougemont, NC are hiring for Financial Advisor Analyst jobs? Cities near Rougemont, NC with the most Financial Advisor Analyst job openings:
Financial Advisor Analyst jobs near you

Associate Financial Advisor

Cornerstone Advisor Group

Raleigh, NC

$140K/yr

Full-time

Re-posted 6 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.