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

Wisepath Group

Financial Advisor

Raleigh, NC · On-site

$100K - $250K/yr

We have been exclusively retained to recruit for a premier, established wealth management practice ... Position Overview We are seeking an experienced, active Financial Advisor looking to transition ...

Wisepath Group

Financial Advisor

Durham, NC · On-site

$100K - $250K/yr

We have been exclusively retained to recruit for a premier, established wealth management practice ... Position Overview We are seeking an experienced, active Financial Advisor looking to transition ...

NC SECU

Financial Advisor

Knightdale, NC

The Financial Advisor with an investment focus is responsible for providing exemplary member ... Frequently communicates with management about activities and results within assigned area.

NC SECU

Financial Advisor

Rolesville, NC

The Financial Advisor with an investment focus is responsible for providing exemplary member ... Frequently communicates with management about activities and results within assigned area.

Thrivent

Financial Advisor - Raleigh, NC

Raleigh, NC · On-site

As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their ... Well-being programs to help you manage your physical, emotional and financial health. * Gift ...

Wisepath Group

Associate Financial Advisor

Raleigh, NC · On-site

$60K - $120K/yr

We have been exclusively retained to recruit for a premier, established wealth management practice ... Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.

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All JobsFinancial Advisor JobsFinancial Advisor Manager JobsFinancial Advisor Manager Jobs in Raleigh, NC

Financial Advisor Manager information

See Raleigh, NC salary details

$35K

$99.3K

$140K

How much do financial advisor manager jobs pay per year?

As of Aug 14, 2026, the average yearly pay for financial advisor manager in Raleigh, NC is $99,283.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,900.00 and $127,300.00 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?

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 is a financial advisor manager?

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:

Financial Advisor Manager jobs near you
Infographic showing various Financial Advisor Manager job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $99,283 per year, or $47.7 per hour.

Financial Advisor

Wisepath Group

Raleigh, NC • On-site

$100K - $250K/yr

Full-time

Posted 18 days ago

Job description

About Wisepath Recruiting
Wisepath Recruiting (a specialized recruiting division of Wisepath Group). We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®.
Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. This role is a direct-hire placement with our client agency, offering a structured transition program, full back-office administrative support, and localized marketing assistance.
Position Overview
We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent business-owner model without the burden of managing overhead alone. You will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity.
Key Responsibilities
  • Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and business owners.
  • Analyze complex client situations to design custom asset-protection, retirement income, and estate-planning solutions.
  • Foster and expand regional client networks by utilizing the firm's localized CPA alliances and marketing channels.
  • Deliver high-touch relationship management to ensure exceptional client retention and long-term satisfaction.

Requirements
  • Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations.
  • Active State Life & Health Insurance License.
  • 3+ years of experience as a producing Financial Advisor with a clean regulatory record (FINRA BrokerCheck).
  • Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process.

Compensation & Professional Development
  • Transition financing and highly competitive commission payout schedules.
  • Access to shared corporate office space and administrative assistant support.
  • Direct pathways for book acquisition and structured practice succession planning.
  • Estimated Compensation: $100,000.00 - $250,000.00+ per year. This is an entrepreneurial, performance-based compensation model featuring highly competitive commission structures, fee-sharing splits, and passive residual income. Transition financing is available for qualified advisors transitioning an existing book of business.

We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

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