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Financial Advisor Manager Jobs in Raleigh, NC (NOW HIRING)

Manage the sales process from lead generation to closing * Continuously learn and apply new ... Basic understanding of the role of a financial advisor or financial consultant, as well interest in ...

Financial Advisor

Raleigh, NC · On-site

$50K - $140K/yr

... wealth management to help clients achieve their monetary goals. Successful financial planning is ... advisor for new clients acquired through proactive measures to seek, identify, and establish ...

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Financial Advisor

Durham, NC · On-site

$137K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Financial Advisor

Raleigh, NC · On-site

$61K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Financial Advisor

Raleigh, NC · On-site

$137K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Financial Advisor

Durham, NC · On-site

$137K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Financial Advisor

Raleigh, NC · On-site

$61K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

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Showing results 1-20

Financial Advisor Manager information

See Raleigh, NC salary details

$31.8K

$90.2K

$127.1K

How much do financial advisor manager jobs pay per year?

As of Jun 13, 2026, the average yearly pay for financial advisor manager in Raleigh, NC is $90,176.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,200.00 and $115,700.00 per year, depending on experience, location, and employer.

What are some common challenges Financial Advisor Managers face when leading a team of advisors?

Financial Advisor Managers often encounter challenges such as balancing individual advisor development with team performance goals, managing diverse client portfolios, and keeping up with changing financial regulations. They must provide mentorship and ongoing training to help advisors achieve sales targets while maintaining ethical standards. Additionally, fostering a collaborative team environment and effectively implementing firm-wide strategies are crucial for both advisor satisfaction and client retention.

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

To thrive as a Financial Advisor Manager, you need a solid background in finance, investment strategies, and team leadership, typically supported by a bachelor’s degree in finance or a related field and relevant certifications such as the CFP or Series 7/66 licenses. Familiarity with financial planning software, CRM platforms, and portfolio management tools is essential. Exceptional communication, coaching, and relationship-building skills set standout managers apart in guiding advisors and fostering client trust. These competencies are crucial for effectively leading advisory teams, ensuring regulatory compliance, and delivering superior client outcomes.

What is the difference between Financial Advisor Manager vs Financial Advisor?

AspectFinancial Advisor ManagerFinancial Advisor
CertificationsCFP, Series 7, Series 66CFP, Series 7, Series 66
Work EnvironmentOversees teams, manages client portfolios, strategic planningWorks directly with clients, provides financial planning and investment advice
Employer & Industry UsageFinancial firms, banks, wealth management companiesFinancial firms, banks, independent practices

The main difference is that a Financial Advisor Manager oversees a team of advisors and handles managerial responsibilities, while a Financial Advisor works directly with clients to develop financial plans. Both roles require similar certifications and often operate within the same industry environments.

What are Financial Advisor Managers?

Financial Advisor Managers are professionals who oversee a team of financial advisors, guiding them in providing financial planning, investment advice, and portfolio management services to clients. They are responsible for setting sales goals, ensuring compliance with regulations, mentoring advisors, and helping to develop client relationships. These managers also play a key role in training new advisors and implementing strategies to improve team performance. By combining leadership skills with a deep understanding of financial products and markets, they help ensure that both clients and advisors achieve their financial objectives.
What are the most commonly searched types of Financial Advisor jobs in Raleigh, NC? The most popular types of Financial Advisor jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Financial Advisor Manager jobs? Cities near Raleigh, NC with the most Financial Advisor Manager job openings:
Infographic showing various Financial Advisor Manager job openings in Raleigh, NC as of June 2026, with employment types broken down into 100% Full Time. Highlights an 92% In-person, and 8% Hybrid job distribution, with an average salary of $90,176 per year, or $43.4 per hour.
Financial Advisor

Full-time, Contractor

Posted 14 days ago


First Command Financial Services rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz


Job description

Financial Advisor Jobs at First Command:

Shaping Positive Financial Behaviors since 1958

First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one-on-one coaching with military families. We embrace time-tested financial principles and a client-first philosophy.  We inspire and motivate clients to take the first or next step on a path to financial security.

3 out of 4 of our Financial Advisors are veterans or military spouses.

Many of our 165+ offices nationwide are located near military installations.

If you’re exploring what’s next in your career, First Command offers a path to become a Financial Advisor where leadership, entrepreneurship, and professional growth come together. Your experience matters — and here, it’s a foundation for building a meaningful, long‑term career.

What you’ll do:

    • As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals.
    • You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected.
    • You will engage with the community to bring new clients to First Command, with the support of your local district team and Home Office.
    • You will connect directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
    • You will coach military families on how to build a comprehensive financial plan that includes: 
    • Savings/banking
    • Investments/wealth management
    • Insurance/risk management

Training and licensing support:

    • First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
    • Sponsorship: First Command sponsors your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
    • Licensing: You’ll receive structured training and test preparation to help you obtain the necessary securities and Life & Health licenses—no prior licensing is required.
    • Role Progression: Upon completing licensing, you’ll have the opportunity to transition into a paid training role, partnering with a local district office and accelerating your professional development.
    • Compensation: As you begin this career, your First Command Financial Advisor compensation will consist of an hourly wage for 3 months and then transition into a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.  

Becoming an Advisor:

    • Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve.
    • Compensation: There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation.
    • Professional Development: We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
    • Independence: Set your own schedule to manage work-life balance.
    • Flexibility: Mobile career opportunities throughout the United States which allow your career to move with you.  

Desired Qualifications:

    • Military experience or affiliation
    • Bachelor’s degree
    • Proven leadership skills

Learn more about First Command:

First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.

©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPCFINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

First Command does not discriminate in the recruiting of Financial Advisors on the basis of race, color, religion, national origin, sex, marital status, disability, age or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.


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About First Command Financial Services

Sourced by ZipRecruiter

First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Fort Worth, TX, US

Year founded

1958

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