As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal ...
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal ...
Financial Advisor
Raleigh, NC · On-site
Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based on Assignment Position Overview: This position is primarily responsible for supporting the Bank's business plan and established ...
Financial Advisor
Raleigh, NC · On-site
Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based on Assignment Position Overview: This position is primarily responsible for supporting the Bank's business plan and established ...
Financial Advisor
Rolesville, 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 ...
Financial Advisor
Rolesville, 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 ...
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 ...
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 ...
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 ...
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 ...
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal ...
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal ...
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal ...
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal ...
Entry Level Financial Advisor
$69K - $130K/yr
A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% ...
Quick apply
Entry Level Financial Advisor
$69K - $130K/yr
A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% ...
Entry Level Financial Advisor
$69K - $130K/yr
A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% ...
Quick apply
Entry Level Financial Advisor
$69K - $130K/yr
A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% ...
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal ...
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal ...
Associate Financial Advisor
Raleigh, NC · On-site
$60K - $120K/yr
... Advisors in analyzing client data and preparing comprehensive macroeconomic financial models ... Participate in client meetings to assist with administrative follow-ups, case implementation, and ...
Associate Financial Advisor
Raleigh, NC · On-site
$60K - $120K/yr
... Advisors in analyzing client data and preparing comprehensive macroeconomic financial models ... Participate in client meetings to assist with administrative follow-ups, case implementation, and ...
We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First Command clients, deepen ...
We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First Command clients, deepen ...
We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First Command clients, deepen ...
We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First Command clients, deepen ...
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal ...
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal ...
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with ...
Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with ...
Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution ... Desire to assist clients meet their financial and retirement goals and simultaneously to put forth ...
Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution ... Desire to assist clients meet their financial and retirement goals and simultaneously to put forth ...
HFA Financial Advisor Senior -Branch
Raleigh, NC · On-site +1
The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. Our Financial Advisors partner closely ...
HFA Financial Advisor Senior -Branch
Raleigh, NC · On-site +1
The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. Our Financial Advisors partner closely ...
HFA Financial Advisor Senior -Branch
Raleigh, NC · On-site +1
The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. Our Financial Advisors partner closely ...
HFA Financial Advisor Senior -Branch
Raleigh, NC · On-site +1
The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. Our Financial Advisors partner closely ...
Financial Advisor Assistant information
See Raleigh, NC salary details
$27.7K - $33.2K
9% of jobs
$33.2K - $38.7K
14% of jobs
$39.9K is the 25th percentile. Wages below this are outliers.
$38.7K - $44.3K
13% of jobs
The median wage is $49.8K / yr.
$44.3K - $49.8K
15% of jobs
$49.8K - $55.3K
14% of jobs
$59.8K is the 75th percentile. Wages above this are outliers.
$55.3K - $60.8K
14% of jobs
$60.8K - $66.4K
10% of jobs
$66.4K - $71.9K
6% of jobs
$71.9K - $77.4K
3% of jobs
$77.4K - $82.9K
2% of jobs
$82.9K - $88.5K
1% of jobs
$27.7K
$52.7K
$88.5K
How much do financial advisor assistant jobs pay per year?
What are the key skills and qualifications needed to thrive as a financial advisor assistant, and why are they important?
What are the primary responsibilities of a financial advisor assistant during client meetings and follow-ups?
What does an assistant to a financial advisor do?
What is the difference between Financial Advisor Assistant vs Financial Planner Assistant?
| Aspect | Financial Advisor Assistant | Financial Planner Assistant |
|---|---|---|
| Certifications | Typically requires FINRA Series 6 or 7, and possibly Series 65 or 66 | Similar certifications, often the same licensing requirements |
| Work Environment | Supports financial advisors in client meetings, administrative tasks, and research | Assists financial planners with planning, client communication, and documentation |
| Employer & Industry Usage | Used by financial advisory firms, banks, and wealth management companies | Commonly found in financial planning firms and advisory practices |
Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 29 days ago
Thrivent rating
8.8
Based on 20 frontline employees who took The Breakroom Quiz
Job description
Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
- Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
- Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
- Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
- Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
- Have the flexibility to control your schedule, allowing for work-life balance.
- Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
- Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
- Self-disciplined, independent and driven to succeed.
- Motivated by helping others and seeing them achieve their goals.
- A natural coach or guide with strong interpersonal skills.
- Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
- Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
- Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
- Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
- Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
- Medical, dental, vision, disability and accidental death and dismemberment insurance.
- Pension, 401(k) and retiree medical plans.
- Ongoing support, training and opportunity for professional growth as you build your business.
- Well-being programs to help you manage your physical, emotional and financial health.
- Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
- Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit ourworkforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans.Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email tohuman.resources@thrivent.comor call800-847-4836and request Human Resources.