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

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Junior Financial Advisor information

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$31.1K

$63.6K

$96.2K

How much do junior financial advisor jobs pay per year?

As of Aug 9, 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.

Principal Software Engineer/Developer

Fidelity Investments

Durham, NC • On-site

Full-time

Re-posted 11 days ago


Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services


Job description

Job Description:

Position Description:

Designs and builds secure, scalable applications and RESTful APIs using Java, Spring Boot, Angular.js, and relational databases. Drives technical excellence through architecture decisions and code reviews, while translating business requirements into robust, high-performance solutions and continuously improving development processes. Uses business knowledge to translate the vision for divisional initiatives into business solutions by developing complex or multiple software applications and conducting studies of alternatives. Analyzes and recommends changes in project development policies, procedures, standards, and strategies to development experts and management.

Primary Responsibilities:

  • Participates in architecture design teams.
  • Defines and implements application-level architecture.
  • Develops applications on complex projects, components, and subsystems for the division.
  • Recommends development testing tools and methodologies and reviews and validates test plans.
  • Responsible for QA readiness of software deliverables.
  • Develops comprehensive documentation for multiple applications or subsystems.
  • Establishes full project life cycle plans for complex projects across multiple platforms.
  • Responsible for meeting project goals on-time and on-budget.
  • Advises on risk assessment and risk management strategies for projects.
  • Plans and coordinates complex project schedules and assignments for multiple projects.
  • Acts as a primary liaison for business units to resolve various project/technology issues.
  • Provides technology solutions to daily issues and technical evaluation estimates on technology initiatives.
  • Advises senior management on technical strategy.
  • Mentors junior team members.
  • Performs independent and complex technical and functional analysis for multiple projects supporting several divisional initiatives.
  • Develops original and creative technical solutions to on-going development efforts.

Education and Experience:

Bachelor's degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and five (5) years of experience as a Principal Software Engineer/Developer (or closely related occupation) developing calculation applications using Java, Spring Boot, Rest APIs, or PL/SQL, in a financial services or healthcare environment.

Or, alternatively, Master's degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and three (3) years of experience as a Principal Software Engineer/Developer (or closely related occupation) developing calculation applications using Java, Spring Boot, Rest APIs, or PL/SQL, in a financial services or healthcare environment.

Skills and Knowledge:

Candidate must also possess:

  • Demonstrated Expertise ("DE") building responsive end-to-end MVC-based Web applications using Tomcat application server, Java-based middle layer, and JavaScript client-side technologies (Angular.js) that consume RESTful JSON Web services for large-scale migration projects.
  • DE developing and executing (planning, execution, risk mitigation, and executive reporting) large-scale client migration projects, using Java, Spring Boot, Rest APIs, PL/SQL, or Cloud technology in a financial services or healthcare domain.
  • DE developing utilities for large-scale migration for data transformation, data validation, and quality assurance, using PL/SQL, Restful APIs, or Spring Boot.
  • DE designing and developing Information Technology (IT) architecture, frameworks, software/applications, and technology, using Java, Object-Oriented Design (OOD) and analysis, design patterns, web services, and batch frameworks; and facilitating change reviews, release management, and infrastructure change schedules.

#PE1M2

#LI-DNI

Certifications:Category:Information Technology

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.


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