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Financial Professional Associate Jobs in Raleigh, NC

Duke University

Strategic Services Associate

Durham, NC · On-site

... financial management, forecasting and data analytics, and the coordination of professional service agreements with community and institutional partners. The Strategic Service Associate will be a key ...

Duke University

Strategic Services Associate

Durham, NC · On-site

... financial management, forecasting and data analytics, and the coordination of professional service agreements with community and institutional partners. The Strategic Service Associate will be a key ...

Duke Health

Strategic Services Associate

Durham, NC · On-site

... financial management, forecasting and data analytics, and the coordination of professional service agreements with community and institutional partners. The Strategic Service Associate will be a key ...

Duke Health

Strategic Services Associate

Durham, NC · On-site

... financial management, forecasting and data analytics, and the coordination of professional service agreements with community and institutional partners. The Strategic Service Associate will be a key ...

UNC HEALTH

Transplant Financial Coordinator

Chapel Hill, NC · On-site

$20.74 - $29.52/hr

Professional Experience Requirements: • If a Bachelor's degree: Four (4) years of experience in ... Associate's degree: Eight (8) years of experience in health care operations, including two (2) ...

AgCarolina

Financial Specialist

Raleigh, NC

Has an Associate's degree in business, legal, or accounting, or an equivalent combination of ... Training and professional development opportunities, and defined career pathways for many roles

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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.

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 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

Financial Center Manager Associate - Cary

Fifth Third

Cary, NC • On-site

Full-time

Posted 27 days ago

Job description

Make banking a Fifth Third better
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:
The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program. This includes rotations in Operations, Sales & Service, Lending, Small Business, Preferred and Sales & Operations Management. The role will provide a robust learning approach for successful candidates to prepare for a Financial Center Manager role. After successful completion of the training program, the FCMA role will be placed in a Financial Center.

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification
  • Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience
  • Gain knowledge, demonstrate and maintain a working knowledge of Fifth Third's products, services processes, and internal resources to stay informed, guide and lead the team
  • Become skilled at the consultative sales process to proactively identify the financial needs of current or prospective customers and recommend the appropriate solutions to meet those needs
  • Understand how to develop an integrated book of business strategy in which all customers, through all channels, have a Financial Needs Assessment (FNA) and are assigned to the best banker for proactive ongoing support
  • Learn how to source, develop, coach and lead a team that reinforces our Core Values and business strategies
  • Learn to cultivate a One Bank culture that proactively collaborates with business partners
  • Participate in activities that benefit the communities we serve
  • Follow the Bancorp Code of Business Conduct and Ethics and other related policies and procedures, modeling the ethical behavior expected from every employee
  • Additional duties as assigned

SUPERVISORY RESPONSIBILITIES:
Assist in providing employees timely, candid and constructive feedback; assist in the development of employees to their full potential and provides challenging opportunities that enhance employee career growth; recognize and reward employees for accomplishments.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • College degree or two (2) or more years of leadership experience in a sales environment
  • Ability to professionally represent Fifth Third Bank in verbal and written communication
  • Capable of analyzing credit and financial information
  • Ability to successfully execute and coach sales activities
  • Exhibits business acumen
  • Demonstrated ability in making sound decisions
  • This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration.

WORKING CONDITIONS:

  • Normal office environment.
  • Extended viewing of computer screens.
  • Periodic travel within the Bancorp footprint to attend meetings and/or training.

#LI-DH2

Financial Center Manager Associate - Cary

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION -- Cary, North Carolina 27519

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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