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

Robert W Baird & Co

Client Specialist

Chapel Hill, NC · On-site

Responsible for client onboarding coordination, which includes managing Financial Advisor(s ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required ...

Baird

Client Specialist

Chapel Hill, NC · On-site

Responsible for client onboarding coordination, which includes managing Financial Advisor(s ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required ...

FHI 360

STRIDES Financial Analyst III

Durham, NC · On-site

Provides financial management, conducts analyses of financial data, provides budget analyses for ... Implements, enhances, and evaluates tools, systems and processes, and serves as a trusted advisor ...

Duke University

Financial Management Analyst I

Durham, NC · On-site

$59K - $86K/yr

... advise departments regarding changes in budgets to meet organizational requirements. * Assist with monitoring budget expenditures and prepare written reports and analyses to management setting forth ...

RELX

Commercial Lead Financial Analyst

Raleigh, NC

... Analytics, and Finance teams to improve business performance. Responsibilities: * Management ... Plan, Budget, RF1/2/3: Advise on key business planning assumptions, trade-offs and opportunities ...

Couchbase, Inc.

Sr Financial Analyst, GTM Finance

Raleigh, NC · Hybrid

$83K - $103K/yr

... relies on to advise the CFO, Executive Team, and our PE sponsor. Your work is not background ... Retention Analytics: Model NRR, GRR, cohort expansion patterns, and customer concentration risks.

Couchbase, Inc.

Sr Financial Analyst, GTM Finance

Raleigh, NC · On-site

$83K - $103K/yr

... relies on to advise the CFO, Executive Team, and our PE sponsor. Your work is not background ... Retention Analytics: Model NRR, GRR, cohort expansion patterns, and customer concentration risks.

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Showing results 21-40

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 Aug 23, 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 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 are the key skills and qualifications needed to thrive as a financial advisor analyst?

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 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 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 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

Financial Advisor - Raleigh, NC

Towne Investment Group

Raleigh, NC • On-site

Full-time

Posted 2 days ago

New

Job description

TowneBank has a culture that:

  • Has a commitment to exquisite service for our members that will lead to our ability to create a reasonable rate of return for our shareholders, a bright future for our dedicated bankers, and a leadership role for our bank in promoting the social, cultural, and economic well-being of our community.
  • Is focused on giving back to the regions we serve. Our deposits are reinvested back into the community in the form of loans, resulting in billions of dollars of new growth and development.
  • As a hometown bank, our family members, directors and employees are active volunteers, serving on numerous boards and donating their time and talents to local organizations.

Essential Responsibilities:

  • Have a thorough understanding of investment products and services

  • Make suitable investment recommendations to clients based on knowledge of individual client goals, objectives and current financial standing

  • Provide for timely execution of both buy and sell orders

  • Properly process check deposits and security deposits in a timely manner

  • Maintain regular communication with clients to ensure goals and objectives are understood and in line with current investment recommendations

  • Maintain all industry required continuing education

  • Adhere to all compliance standards as required by broker-dealer

  • Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)

    Minimum Required Skills and Competencies:

  • Series 7, 63 and/or 66 (or equivalent) Life Insurance license

  • Strong educational background or equivalent professional experience conducive to providing advice and analyzing investment portfolios

  • General computer skills to include competence in Windows and MS Outlook 

    Desired Skills and Competencies:

  • Previous experience providing investment advice in either a brokerage firm, the investment division of a financial institution or an investment advisory practice

  • Existing client base

  • Documented production history

  • Clean compliance record

  • Complete competence in Microsoft Word, Excel, Outlook

    Physical Requirements:

  • Express or exchange ideas by means of the spoken word via email and verbally.
  • Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
  • Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
  • Not substantially exposed to adverse environmental conditions.
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.

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