ZipRecruiter

Log In

1

Financial Advisor Jobs in Raleigh, NC (NOW HIRING)

Wisepath Group

Financial Advisor

Raleigh, NC · On-site

$100K - $250K/yr

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.

Wisepath Group

Financial Advisor

Durham, NC · On-site

$100K - $250K/yr

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.

Fnbcorp

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 ...

New York Life

Entry Level Financial Advisor

Raleigh, NC · On-site

$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% ...

New York Life

Entry Level Financial Advisor

Raleigh, NC · On-site

$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% ...

NC SECU

Financial Advisor

Knightdale, NC · On-site

The Financial Advisor with an investment focus is responsible for providing exemplary member service and has demonstrated ongoing proficiency in delivering solutions to members in areas such as life ...

NC SECU

Financial Advisor

Rolesville, NC · On-site

The Financial Advisor with an investment focus is responsible for providing exemplary member service and has demonstrated ongoing proficiency in delivering solutions to members in areas such as life ...

Thrivent

Financial Advisor - Raleigh, NC

Raleigh, NC · On-site

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 ...

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 ...

previous page

Showing results 41-60

All JobsFinancial Advisor JobsFinancial Advisor Jobs in Raleigh, NC

Financial Advisor information

See Raleigh, NC salary details

$31.8K

$90.2K

$127.1K

How much do financial advisor jobs pay per year?

As of Aug 9, 2026, the average yearly pay for financial advisor 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.

How do financial advisors typically build and maintain client relationships in their day-to-day work?

Financial Advisors spend a significant portion of their time meeting with clients to understand their financial goals, risk tolerance, and investment preferences. Building trust is crucial, so advisors regularly communicate with clients through updates, portfolio reviews, and proactive outreach regarding market changes or new opportunities. They also collaborate with other financial professionals, such as accountants and estate planners, to provide comprehensive advice. Consistent client engagement and personalized service are key to maintaining long-term relationships and growing a successful advisory practice.

What qualifications do you need to be a financial advisor?

To become a financial advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Series 7 and Series 66 licenses are often required, along with strong interpersonal and analytical skills. Continuing education and licensing vary by region and employer requirements.

What does a financial advisor do?

Financial advisors manage clients’ financial goals, such as how much money is needed to save for retirement, paying off debt or mortgage loans, and saving for college or buying a vacation home. An advisor also helps with future planning to grow wealth and advise clients on the best route for investing.

What are the key skills and qualifications needed to thrive as a financial advisor, and why are they important?

To thrive as a Financial Advisor, you need strong analytical skills, financial planning knowledge, and usually a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, trustworthiness, and effective communication help build client relationships and convey complex information clearly. These skills are crucial for delivering sound financial advice and earning client trust in a competitive industry.

Do financial advisors make good money?

Financial advisors typically earn a combination of salary and commissions, with median annual incomes around $89,000, though earnings can vary widely based on experience, client base, and location. Successful advisors who build a strong client portfolio and obtain certifications like the CFP often have higher earning potential. Compensation may also include bonuses and incentives based on performance.

What is the difference between Financial Advisor vs Financial Planner?

AspectFinancial AdvisorFinancial Planner
CertificationsCFP, CFA, ChFCCFP, ChFC, CPA
Work EnvironmentFinancial firms, banks, independentConsulting firms, independent, or firms
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, estate, retirement
Industry UsageCommonly used in finance and investment sectorsUsed across finance, insurance, and planning services

While both Financial Advisors and Financial Planners assist clients with financial goals, Financial Advisors often focus more on investment management and portfolio advice, whereas Financial Planners provide comprehensive financial planning including retirement, estate, and tax strategies. The roles overlap, but the emphasis and certifications may differ slightly depending on the specific services offered.

What is the work for a financial advisor?

A financial advisor helps clients manage their finances by providing investment advice, financial planning, and risk management strategies. They analyze clients' financial situations, recommend suitable products, and often hold certifications such as CFP or CFA. The role typically involves meeting with clients, researching financial markets, and using financial planning tools to achieve clients' financial goals.

Is a financial advisor worth it as a job?

A financial advisor is a professional who helps clients manage their finances, investments, and retirement planning, often requiring certifications like the CFP. The job can be rewarding with a high earning potential, especially for those with strong interpersonal skills and financial knowledge, but it also involves client management and ongoing education. Its worth depends on personal interest in finance and the ability to build a client base.
More about Financial Advisor jobs
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 are popular job titles related to Financial Advisor jobs in Raleigh, NC? For Financial Advisor jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Financial Advisor jobs in Raleigh, NC look for? The top searched job categories for Financial Advisor jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Financial Advisor jobs? Cities near Raleigh, NC with the most Financial Advisor job openings:
Financial Advisor jobs near you
Infographic showing various Financial Advisor job openings in Raleigh, NC as of August 2026, with employment types broken down into 92% Full Time, 2% Part Time, and 6% Contract. Highlights an 82% In-person, 8% Hybrid, and 10% Remote job distribution, with an average salary of $90,176 per year, or $43.4 per hour.

Financial Advisor

Wisepath Group

Raleigh, NC • On-site

$100K - $250K/yr

Full-time

Posted 14 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.

Apply