1

Junior Financial Advisor Jobs in Raleigh, NC (NOW HIRING)

The Principal Tax Advisor holds signing authority for tax returns, leads and mentors junior staff ... Financial assistance for advanced education and professional designations * Opportunity to give ...

The Principal Tax Advisor holds signing authority for tax returns, leads and mentors junior staff ... Financial assistance for advanced education and professional designations * Opportunity to give ...

Tax Manager - Real Estate

Raleigh, NC · On-site

$107K - $141K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... Mentor and develop junior staff, including those in our U.S. India office, providing leadership ...

Today's CFOs and financial leaders face increasing demands to enhance business performance, drive ... Coach junior practitioners and contribute to performance development, staffing, recruiting, and ...

... third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   ... Provide guidance and mentorship to junior team members as the team grows. * Be a key contributor to ...

Oracle Finance Senior Manager

Raleigh, NC

$106K - $144K/yr

Today's CFOs and financial leaders face increasing demands to enhance business performance, drive ... Advise clients on package selection, fit-gap analysis, and solution design to align business ...

Tax Manager

Raleigh, NC · On-site

$107K - $141K/yr

... financial goals. * Serve as a trusted advisor throughout the year, not just during tax season ... Experience reviewing staff work, delegating engagements, and mentoring junior accountants. * 0-3 ...

... of ACA junior staff. The individual should also be open to serving as an outsourced chief ... ACA Group is the leading governance, risk, and compliance (GRC) advisor in financial services. We ...

next page

Showing results 1-20

Junior Financial Advisor information

See Raleigh, NC salary details

$31.1K

$63.6K

$96.2K

How much do junior financial advisor jobs pay per year?

As of Aug 8, 2026, the average yearly pay for junior financial advisor in Raleigh, NC is $63,608.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,000.00 and $72,400.00 per year, depending on experience, location, and employer.

What does a junior financial advisor do?

A typical day for a Junior Financial Advisor involves meeting with clients to discuss their financial goals, assisting in the creation of personalized investment or savings plans, and conducting market research to support senior advisors' recommendations. You’ll spend time updating client records, preparing reports, and responding to client emails or phone calls. Collaboration is key, as you'll often work under the guidance of senior advisors and participate in team meetings to review strategies and growth opportunities. This dynamic environment provides continuous learning and a clear pathway for advancement to more senior advisory roles.

What is a junior financial advisor?

A Junior Financial Advisor assists senior advisors in providing financial guidance to clients. They help conduct market research, analyze financial data, and develop investment strategies. Their responsibilities may also include preparing client reports, managing administrative tasks, and maintaining client relationships. This role is an entry-level position designed to provide hands-on experience and training in financial planning and investment management. Over time, Junior Financial Advisors work toward building their own client base and advancing in their careers.

How to become a junior financial advisor?

To become a junior financial advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Entry-level roles often require strong communication skills, basic knowledge of financial products, and sometimes passing licensing exams such as the Series 7 or Series 63, depending on the employer and jurisdiction.

How much does a junior financial advisor earn?

A junior financial advisor typically earns between $40,000 and $60,000 annually, depending on experience, location, and the firm. Entry-level roles may also include bonuses and commissions, especially if they involve client sales or asset management. Certifications like the CFP can enhance earning potential.

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

To thrive as a Junior Financial Advisor, you typically need a strong background in finance or a related field, analytical skills, and familiarity with financial products and regulations. Knowledge of financial planning software, CRM systems, and progress toward industry certifications such as FINRA Series 7 or 65 is often expected. Excellent communication, active listening, and relationship-building abilities distinguish high performers in this role. These skills are crucial for accurately assessing client needs, providing sound advice, and building long-term client trust and satisfaction.

What are the most commonly searched types of Financial Advisor jobs in Raleigh, NC? The most popular types of Financial Advisor jobs in Raleigh, NC are:
What job categories do people searching Junior Financial Advisor jobs in Raleigh, NC look for? The top searched job categories for Junior Financial Advisor jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Junior Financial Advisor jobs? Cities near Raleigh, NC with the most Junior Financial Advisor job openings:
Infographic showing various Junior Financial Advisor job openings in Raleigh, NC as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $63,608 per year, or $30.6 per hour.

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 29 days ago


Job description

Cerity Partners is seeking an experienced and highly credentialed Principal Tax Advisor to join our Tax Advisory Services team. In this senior-level role, you will serve as a trusted advisor to a dedicated list of high-net-worth individual, family, and business clients, providing expert tax compliance and planning services. The Principal Tax Advisor holds signing authority for tax returns, leads and mentors junior staff, and is expected to contribute meaningfully to client retention, team development, and firm growth.

Primary Responsibilities:

Client Relationship Management

  • Maintain and grow a dedicated client portfolio, serving as the primary point of contact for all tax-related matters.
  • Develop deep, trusted advisor relationships with clients including high-net-worth individuals, families, business owners, and entities.
  • Proactively identify and communicate tax planning opportunities, legislative changes, and risk areas relevant to each client.
  • Conduct client meetings and presentations to discuss tax strategies, return results, and year-round planning initiatives.
  • Manage client expectations and ensure timely, high-quality deliverables throughout the year.

Tax Return Review & Signing

  • Review and sign federal and multi-state individual (Form 1040), trust (Form 1041), partnership (Form 1065), S corporation (Form 1120-S), and C corporation (Form 1120) tax returns, as applicable.
  • Ensure technical accuracy, completeness, and compliance with current tax laws and regulations across all signed returns.
  • Apply professional judgment to complex tax positions and document conclusions in accordance with firm standards.
  • Coordinate timely filing and extension management for all returns within your client portfolio.
  • Oversee quality control procedures and ensure all workpapers and supporting documentation meet firm and regulatory standards.

Staff Management & Development

  • Directly supervise, mentor, and develop assigned staff member(s), including setting performance expectations, conducting reviews, and providing ongoing coaching.
  • Delegate work appropriately to staff, review their work product, and provide constructive feedback to support professional growth.
  • Foster a collaborative, learning-oriented team environment consistent with firm culture and values.
  • Assist in recruiting, onboarding, and training new staff members as needed.

Technical & Advisory Responsibilities

  • Research complex federal and state tax issues and provide well-reasoned written and verbal guidance to clients and colleagues.
  • Lead or contribute to tax planning engagements including income tax projections, entity structuring, Roth conversions, charitable giving strategies, and estate/gift tax planning.
  • Monitor legislative and regulatory developments and assess the impact on clients and firm service offerings.
  • Represent clients before the IRS or state taxing authorities on examination and notice matters, as applicable.

Required Qualifications:

  • Active CPA license in good standing (required); EA credential may be considered in lieu of CPA for certain roles.
  • Minimum of 6-8 years of progressive tax experience in public accounting or a wealth management/multi-family office environment.
  • Demonstrated experience reviewing and signing complex tax returns across multiple entity types.
  • Prior supervisory or management experience with direct reports.
  • Strong technical knowledge of federal and multi-state individual and business income tax.
  • Exceptional client relationship and communication skills, both written and verbal.
  • Proficiency with professional tax preparation software (e.g., UltraTax, Sureprep, or similar).

Preferred Qualifications:

  • Experience serving high-net-worth individuals, families, and closely held business owners.
  • Familiarity with trust and estate taxation, partnership taxation, and/or international tax matters.
  • Advanced degree (MST, LLM in Taxation) strongly preferred.
  • Experience working in a wealth management or integrated advisory firm environment.

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

  • Health, dental, and vision insurance - day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.