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Financial Associate Jobs in Raleigh, NC (NOW HIRING)

711 MS Smith Barney, LLC

Portfolio Associate

Raleigh, NC · On-site

$92K - $110K/yr

The PM Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for clients, creates reporting on investment activity and performance and ...

711 MS Smith Barney, LLC

Portfolio Associate

Raleigh, NC · On-site

$92K - $110K/yr

The PM Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for clients, creates reporting on investment activity and performance and ...

Duke Health

Financial Care Counselor

Durham, NC · On-site

$18.25 - $24/hr

Coordinate financial clearance, insurance verification, sponsorship review, and authorization ... Or, an Associate's degree in a healthcare related field and one year of experience working with the ...

Duke University

Financial Care Counselor

Durham, NC · On-site

$18.25 - $24/hr

Coordinate financial clearance, insurance verification, sponsorship review, and authorization ... Or, an Associate's degree in a healthcare related field and one year of experience working with the ...

Duke University

Financial Care Counselor

Durham, NC · On-site

$18.25 - $24/hr

Coordinate financial clearance, insurance verification, sponsorship review, and authorization ... Or, an Associate's degree in a healthcare related field and one year of experience working with the ...

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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.

Portfolio Associate

711 MS Smith Barney, LLC

Raleigh, NC • On-site

$92K - $110K/yr

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Position Summary

The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with the development and execution of investment strategies based on client goals. The PM Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for clients, creates reporting on investment activity and performance and communicates effectively with clients regarding their accounts, market conditions and economic trends. This role requires an in-depth understanding of market conditions, trends, and economic trends.

Duties and Responsibilities

Portfolio Management & Business Development Makes asset allocation recommendations to the team and sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor. Critically examines current holdings to evaluate if portfolio action is warranted. Proactively evaluates and upgrades platforms for the Portfolio Management Group. Implements decisions by using PM trading platforms or other Firm's online technologies to input trades.

Determines scope of and performs necessary database and internet research, screenings and produces monthly or quarterly reports using proprietary software. Leads research meetings. Identifies swap opportunities. Conducts credit research and develops valuation models. Client Support Supports Financial Advisors / Private Wealth Advisors in analyzing portfolios and developing advanced PM solutions and strategies for clients. Manages clients' estate, trust, retirement, and insurance objectives with the Financial Advisor / Private Wealth Advisor.

Screens new client prospects that are developed through leads and referrals to determine suitability for addition to group. Develops marketing and seminar materials and helps distribute targeted presentations to clients on behalf of the Financial Advisor / Private Wealth Advisor. Supports Financial Advisor / Private Wealth Advisor in meetings to discuss investment strategy options and performs market reviews. Education, Experience, Knowledge, and Skills 10+ years of experience in a field relevant to the position required.

Advanced degree or professional certification or prior industry experience required. Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA). Additional product licenses may be required. Strong compliance record. Enjoys working with people and solving problems. Effective written and verbal communication skills. Proficient in applicable software applications. Strong understanding of applicable compliance rules, regulations and firm policies. Knowledge of financial industry and investment products preferred.

Successful completion of the Portfolio Management Coursework or holds the CFA designation. Detail-oriented with superior organizational skills and ability to prioritize tasks. Able to work independently and effectively on a team. Ability and interest in working in a fast-paced, evolving environment. Reports to: Market Business Service Officer and/or Business Service Officer. Expected base pay rates for the role will be between $92,500 and $110,000 per year at the commencement of employment.

Base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses and other short- and long-term incentive packages. Morgan Stanley is an equal opportunity employer committed to building and maintaining a diverse workforce (M/F/Disability/Vet).

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