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Financial Associate Jobs in Raleigh, NC (NOW HIRING)

Wisepath Group

Associate Financial Advisor

Raleigh, NC · On-site

$60 - $120/hr

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 ...

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 aligned with OneAmerica Financial ® . Our client firm operates under a specialized macroeconomic ...

UNC-Chapel Hill

Financial Analyst

Chapel Hill, NC · Hybrid

Associate Deans for Human Resources and Communications, all report to the Dean. The College ... The Financial Analyst, based in the Dean's Office within the College of Arts and Sciences, serves ...

Concord Hospitality

Financial Accountant

Raleigh, NC · On-site +1

$54K - $67K/yr

Description The Financial Accountant plays a vital role in maintaining accurate and timely ... Full-time associates are eligible to participate in a comprehensive benefit package, which includes ...

Cetera Financial Group

Financial Advisor

Raleigh, NC · On-site

Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth ...

FHI 360

Associate Director, Finance

Durham, NC · On-site

The Associate Director, Finance supports projects within the Health Programs portfolio, including ... Manage the operational and program financial elements of an assigned portfolio of country ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Raleigh, NC

Financial Associate information

See Raleigh, NC salary details

$29.6K

$68.3K

$134K

How much do financial associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial associate in Raleigh, NC is $68,331.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,600.00 and $74,800.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

What are the most commonly searched types of Financial jobs in Raleigh, NC?

The most popular types of Financial jobs in Raleigh, NC are:

What are popular job titles related to Financial Associate jobs in Raleigh, NC?

For Financial Associate jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Raleigh, NC look for?

The top searched job categories for Financial Associate jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Financial Associate jobs?

Cities near Raleigh, NC with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Raleigh, NC as of August 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $68,402 per year, or $32.9 per hour.

Associate Financial Advisor

Wisepath Group

Raleigh, NC • On-site

$60 - $120/hr

Other

Re-posted 8 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

This role bridges the gap between starting out and running a mature wealth management practice. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.


Key Responsibilities

  • Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.

  • Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.

  • Manage existing client relationships, addressing daily operational inquiries with high professional standards.

  • Collaborate with the team on local business development, group workshops, and educational marketing events.


Requirements

  • FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred.

  • Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire).

  • 1-3 years of experience in banking, insurance, or consultative client-facing sales.

  • High coachability, strong active-listening skills, and a collaborative mindset.


Compensation & Professional Development

  • Competitive income/ plus performance-based bonuses and joint-work splits.

  • Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status.

  • Estimated Compensation: $60,000.00 - $120,000.00 per year. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.


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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