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Financial Professional Associate Jobs in Raleigh, NC

Rooms To Go North Carolina

Sales Professional

Durham, NC · On-site

$70K - $100K/yr

... professionals, flight attendants and anyone else in a service role. We provide our ... associates with the tools they need to be successful, including the best advertising, financing ...

Our Company

Sales Professional

Durham, NC

$70K - $100K/yr

... professionals, flight attendants and anyone else in a service role. We provide our ... associates with the tools they need to be successful, including the best advertising, financing ...

Our Company

Sales Professional

Durham, NC · On-site

$70K - $100K/yr

... professionals, flight attendants and anyone else in a service role. We provide our ... associates with the tools they need to be successful, including the best advertising, financing ...

Our Company

Sales Professional

Durham, NC

$70K - $100K/yr

... professionals, flight attendants and anyone else in a service role. We provide our ... associates with the tools they need to be successful, including the best advertising, financing ...

DataAnnotation

M&A Associate

Durham, NC · Remote

$40 - $60/hr

We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision ...

DataAnnotation

M&A Associate

Cary, NC · Remote

$40 - $60/hr

We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision ...

DataAnnotation

M&A Associate

Raleigh, NC · Remote

$40 - $60/hr

We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision ...

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Financial Professional Associate information

See Raleigh, NC salary details

$43.3K

$85.1K

$131.7K

How much do financial professional associate jobs pay per year?

As of Jun 10, 2026, the average yearly pay for financial professional associate in Raleigh, NC is $85,057.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,500.00 and $116,600.00 per year, depending on experience, location, and employer.

Can financial advisors make $500,000 a year?

Financial Professional Associates typically do not earn $500,000 annually, as this level of income is more common among experienced financial advisors with established client bases, high-value portfolios, and advanced certifications like the CFP or CFA. Most earn a combination of salary and commissions or bonuses, with top earners reaching higher income levels after years of experience and a strong network. Achieving such income often requires significant business development and client management skills.

Is a CFP better than a CPA?

A Financial Professional Associate role typically involves financial planning and advising, where a CFP (Certified Financial Planner) credential demonstrates expertise in personal finance, estate planning, and investment management. A CPA (Certified Public Accountant) specializes in accounting, tax, and auditing services. The better credential depends on the specific job focus—CFPs are more suited for financial planning, while CPAs are ideal for accounting and tax-related roles.

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

To thrive as a Financial Professional Associate, you need a solid understanding of financial products, sales acumen, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 and state insurance licenses are often required. Strong interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help build client trust and long-term relationships. These skills are essential for helping clients achieve their financial goals while ensuring compliance and fostering business growth.

What are Financial Professional Associates?

Financial Professional Associates are entry-level financial advisors who work with clients to help them manage their finances, plan for their future, and achieve their financial goals. They typically assist with investment planning, retirement strategies, insurance needs, and other financial services. Financial Professional Associates often work under the supervision of more experienced advisors and receive training to develop their skills and knowledge in the financial industry. Their role is essential in guiding clients through complex financial decisions and building long-term relationships.

What does a financial associate do?

A financial professional associate supports financial advisors or firms by preparing client reports, analyzing financial data, and assisting with investment strategies. They often handle administrative tasks, maintain client records, and may use financial software, requiring strong organizational and communication skills. This role typically requires relevant certifications or training in finance or related fields.

Is $200,000 enough to work with a financial advisor?

For a Financial Professional Associate, $200,000 can be a substantial amount to invest or manage, depending on the client's financial goals and the advisor's fee structure. Many financial advisors require a minimum investment or net worth to provide comprehensive services, but some offer advice for lower amounts. The suitability depends on the specific services needed and the advisor's policies.

What are some common challenges faced by Financial Professional Associates when building their client base, and how can they overcome them?

Financial Professional Associates often encounter challenges in building a robust client base, especially early in their careers when they may lack an extensive personal network. Overcoming these obstacles typically involves proactive networking, leveraging mentorship opportunities, and utilizing company-provided resources such as training programs and marketing tools. Many successful associates focus on building trust with clients through education, transparent communication, and consistent follow-up. Developing a referral system and participating in community events can also help expand their reach and establish credibility within the financial services industry.

What is the difference between Financial Professional Associate vs Financial Advisor?

AspectFinancial Professional AssociateFinancial Advisor
Required CredentialsTypically Series 6/7, possibly life insurance licensesSeries 7, 66, or 65, and relevant licenses
Work EnvironmentSupport role in financial firms, assisting advisorsClient-facing, providing financial planning and investment advice
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent and firm-affiliated financial planning practices

The main difference is that a Financial Professional Associate primarily supports financial advisors and handles administrative tasks, while a Financial Advisor directly interacts with clients to develop financial plans and investment strategies. The roles often require similar licenses initially, but their responsibilities and client engagement levels differ significantly.

What are popular job titles related to Financial Professional Associate jobs in Raleigh, NC? For Financial Professional Associate jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Financial Professional Associate jobs in Raleigh, NC look for? The top searched job categories for Financial Professional Associate jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Financial Professional Associate jobs? Cities near Raleigh, NC with the most Financial Professional Associate job openings:
Financial Professional Associate jobs near you

Sales Professional

Rooms To Go North Carolina

Durham, NC • On-site

$70K - $100K/yr

Full-time

Medical, Dental, Retirement

Posted 2 days ago

Job description

Anyone who has experience working directly with customers can be successful selling furniture at Rooms To Go, including servers, bartenders, retail salespeople, real estate professionals, flight attendants and anyone else in a service role.
We provide our associates with the tools they need to be successful, including the best advertising, financing, and delivery service in the industry.
This Role Offers:
  • Top tier paid training
  • Industry leading Benefits package is available to you - including Medical/Dental/Eye/401K employee discount and more
  • Uncapped monthly commissions/Unlimited earnings potential
  • Cutting edge sales tools, devices and software
  • The best advertising, financing, and delivery service in the industry

What we are looking for:
  • Team player, driven and motivated to succeed
  • Great listener with a positive attitude and an outgoing personality
  • 2+ years of retail sales experience preferred, but not required (will train the right candidate)
  • Strong verbal and written communication skills
  • Able to use current electronic devices, such as tablets and touch screens
  • Ability and willingness to work a flexible retail schedule is required, which includes days, evenings, weekends, and holidays

As a full time Retail Sales Associate, your primary responsibilities are:
  • Greet and engage customers
  • Uncover customer's home furnishing needs to help them make their design vision become a reality
  • Generate sales through a consultative approach
  • Build rapport with customers, through strong interpersonal skills and excellent listening skills. Earning their business through honest conversation filled with integrity
  • Encourage additional products to complete the room
  • Work as a team to achieve sales goals
  • Explain financing and protection plans
  • Demonstrate our product value and explain benefits that fulfill the customer's needs

Pay averages around $70,000 - $100,000 / year based on amount of commission and position location.
Check out the opportunities at any of our 250 nationwide locations and make your next career move as a Retail Sales Associate with Americas largest furniture retailer!
Rooms To Go is an equal opportunity employer. We do not discriminate in hiring or employment against any individual on the basis of race, color, gender, national origin, ancestry, religion, physical or mental disability, age, veteran status, sexual orientation, gender identity or expression, marital status, pregnancy, citizenship, or any other factor protected by anti-discrimination laws
Applicants must be authorized to work in the U.S.

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