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Financial Services Jobs in Raleigh, NC (NOW HIRING)

Infinite Wise Solutions

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Remote Financial Retirement Planning Professional

Raleigh, NC · Remote

$1.0K - $250K/yr

Tax-advantaged financial solutions * Asset preservation * Legacy and estate planning concepts ... Build lasting client relationships through annual reviews and ongoing service * Generate new ...

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All JobsFinancial Services JobsFinancial Services Jobs in Raleigh, NC

Financial Services information

See Raleigh, NC salary details

$37.4K

$92.8K

$141.9K

How much do financial services jobs pay per year?

As of Aug 15, 2026, the average yearly pay for financial services in Raleigh, NC is $92,834.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,800.00 and $107,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in financial services, and why are they important?

To thrive in Financial Services, you need strong analytical skills, financial modeling proficiency, and a relevant degree such as finance, economics, or accounting. Familiarity with financial analysis tools, Excel, industry-specific software, and certifications like CFA or CPA are highly valued. Excellent communication, attention to detail, and ethical judgment set top professionals apart in this field. These skills and qualifications are critical for making informed financial decisions, maintaining regulatory compliance, and building trust with clients.

Is financial services a good career?

Financial services is a broad field that offers opportunities in areas such as banking, investment, and insurance, often requiring strong analytical and communication skills. It can provide competitive salaries, career advancement, and the potential for specialization through certifications like CFA or CPA. Job stability and growth depend on economic conditions and individual performance.

What are some typical challenges faced when starting a career in financial services, and how can new professionals overcome them?

New professionals in financial services often encounter challenges such as navigating complex regulatory environments, understanding a wide range of financial products, and building client trust. The fast-paced nature of the industry can also make it challenging to keep up with changing market trends and compliance requirements. To overcome these obstacles, it's helpful to seek mentorship, engage in continuous learning through training programs, and actively communicate with colleagues and clients to build strong relationships. Many organizations also provide structured onboarding and support to help new hires adapt successfully.

What is a job in financial services?

A job in financial services involves working in industries such as banking, investment, insurance, or financial planning, providing services related to managing money, investments, and financial risk. Common roles include financial analyst, loan officer, or financial advisor, often requiring strong analytical skills and knowledge of financial tools and regulations.

What are the different financial services sectors where I can work?

The financial services sector encompasses a wide range of employment possibilities. For example, you could work in consumer banking, which deals with basic savings and checking accounts. Your duties in this job typically involve setting up these accounts for people, but you may provide other services, like financial planning or lending. You can also work in investment banking or stock trading. In both of these industries, you help people develop investment portfolios for significant growth and profit. Outside of banking, you can work in an accountant or financial advisor position.

What is the difference between Financial Services vs Financial Analyst?

AspectFinancial ServicesFinancial Analyst
Required CredentialsVaries; often includes degrees in finance, economics, or related fields; certifications like CFA or CFP beneficialTypically requires a degree in finance, accounting, or economics; CFA certification often preferred
Work EnvironmentBanking institutions, investment firms, insurance companies, financial advisory firmsCorporations, investment banks, asset management firms, consulting agencies
Employer & Industry UsageFinancial services industry broadly covers banking, insurance, and investment sectorsSpecialized role within finance, focusing on analyzing financial data and investment opportunities

Financial Services is a broad industry encompassing various roles in banking, insurance, and investments, while a Financial Analyst is a specific position within that industry focused on analyzing financial data to support decision-making. Both roles often require similar credentials and work in related environments, but their scope and responsibilities differ.

More about Financial Services jobs

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

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

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

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

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

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

Financial Services jobs near you
Infographic showing various Financial Services job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $92,834 per year, or $44.6 per hour.

Insurance and Financial Services Position - State Farm Team Member

State Farm

Carrboro, NC • On-site

$37K - $55K/yr

Full-time

Retirement, PTO

Re-posted 13 hours ago

State Farm rating

7.3

Company rating: 7.3 out of 10

Based on 1,553 frontline employees who took The Breakroom Quiz

237th of 308 rated insurance

Job description

Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off

ROLE DESCRIPTION:
As an Insurance and Financial Services Representative for Greg Lopeman State Farm Insurance, you are vital to our daily business operations and customers' success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
  • Develop and maintain client relationships in insurance and financial services.
  • Provide clients with comprehensive financial planning and insurance advice.
  • Assist clients with retirement planning, investment management, and insurance needs.
  • Stay current with market trends and product offerings.

QUALIFICATIONS:
  • 3+ years of experience in insurance and financial services.
  • Strong communication and interpersonal skills.
  • Licenses in insurance preferred.

Compensation: $37,500.00 - $55,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Carrboro, NC and help customers with their insurance and financial services needs, including:
  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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