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

Ceritypartners

Tax Advisor

Raleigh, NC

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 ...

Cerity Partners

Tax Advisor

Raleigh, NC · On-site

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 ...

Deloitte

M&A Financial Due Diligence Manager

Raleigh, NC · On-site

... junior team members, and communicating complex findings in a clear, actionable way. You will have ... Advise on structuring purchase price adjustment mechanisms and financial/accounting definitions and ...

Deloitte

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 ...

Deloitte

Oracle Finance Manager

Raleigh, NC

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 ...

Envestnet

Senior Sales Engineer

Raleigh, NC · Remote

... 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 ...

Envestnet

Senior Sales Engineer

Raleigh, NC

Enable financial advisors to deliver more holistic advice - reflecting a more complete view of ... Provide guidance and mentorship to junior team members as the team grows. * Be a key contributor to ...

Envestnet

Senior Sales Engineer

Raleigh, NC · Remote

... 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 ...

Sageworks

Senior Legal Counsel

Raleigh, NC · On-site +1

$135K - $184K/yr

... that financial institutions use to manage risk and drive growth. Our solutions automate key ... This role serves as a trusted advisor to senior business leaders, balancing legal risk with ...

Deloitte

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 ...

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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 1, 2026, the average yearly pay for junior financial advisor in Raleigh, NC is $63,604.00, 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.

How do I start a career in finance with no experience?

Starting a career as a junior financial advisor with no experience involves gaining relevant knowledge through courses in finance, economics, or related fields, and obtaining certifications such as the Series 7 or Series 66 if required. Internships or entry-level positions can provide practical experience, and developing skills in financial planning, communication, and using financial software can improve job prospects.

What does a typical day look like for a Junior Financial Advisor?

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.

How much do first year financial advisors make?

First-year financial advisors typically earn between $40,000 and $60,000 annually, with total compensation often including base salary and commissions or bonuses. Earnings can vary based on location, firm size, and individual performance, and many advisors pursue certifications like the Series 7 or 63 to enhance earning potential.

What is a Junior Financial Advisor job?

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.

What does a junior financial advisor do?

A junior financial advisor assists clients with financial planning, investment strategies, and portfolio management under the supervision of senior advisors. They gather client information, analyze financial data, and use financial tools to develop recommendations, often working toward earning relevant certifications like the Series 7 or Series 65. Their role involves ongoing learning and adherence to industry regulations in a client-focused environment.

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 positions may also include bonuses and commissions based on client performance and sales targets.

What are the key skills and qualifications needed to thrive in the Junior Financial Advisor position, and why are they important?

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 are popular job titles related to Junior Financial Advisor jobs in Raleigh, NC? For Junior Financial Advisor jobs in Raleigh, NC, the most frequently searched job titles 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:
Junior Financial Advisor jobs near you
Infographic showing various Junior Financial Advisor job openings in Raleigh, NC as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $63,604 per year, or $30.6 per hour.

U.S. Private Bank - AWM Program Analyst

JPMorgan Chase & Co.

Raleigh, NC • On-site

Full-time

Medical, Retirement

Re-posted 13 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 492 frontline employees who took The Breakroom Quiz

70th of 170 rated banks

Job description


We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst's performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Job Responsibilities
  • Help devise customized financial strategies for existing and prospective clients
  • Prepare pitch books and meeting materials
  • Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives
  • Become an expert in a range of proprietary models to provide recommendations on tailored solutions
  • Conduct research and analysis; assist with product development and prospecting efforts
  • Research client inquiries and manage follow up communication and materials
  • As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients

Required Qualifications, Capabilities, and Skills
  • Bachelor's degree with a minimum overall GPA of 3.2
  • No more than two years of work experience following completion of undergraduate program
  • Demonstrated aptitude for sales and client relationship management

Preferred Qualifications, Capabilities, and Skills
  • Superior multi-tasking and organizational skills
  • Excellent communication skills and poise giving presentations
  • Genuine interest in financial markets and macro-level economic trends
  • Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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