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

Holden Moss Knott CPAs

Tax Manager

Raleigh, NC · Hybrid

$100K/yr

Review work prepared by junior staff, provide feedback, and mentor team members * Collaborate with ... Meet with prospects to evaluate needs, go over financial records and tax returns, and develop an ...

Deloitte

Oracle EPM (EPBCS~EPCM) ) Manager

Raleigh, NC · On-site

Advising clients on finance process improvement opportunities enabled by Oracle EPM, data modernization, and AI-driven insights * Coaching junior team members while supporting quality delivery, issue ...

ACA Group

Python/AI Product Engineer

Durham, NC · Hybrid

... guide junior and mid-level engineers through architecture reviews, code reviews, and technical ... ACA Group is the leading governance, risk, and compliance (GRC) advisor in financial services. We ...

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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 Sep 5, 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 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.

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 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.

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.

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. Gaining relevant skills such as financial analysis and client communication, and obtaining certifications like the Series 7 or Series 66 license, can improve job prospects. Entry-level roles often require some internship experience and a strong understanding of financial products and regulations.

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 August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $63,608 per year, or $30.6 per hour.

Tax Manager

Holden Moss Knott CPAs

Raleigh, NC • Hybrid

$100K/yr

Full-time

Re-posted 10 days ago

Key responsibilities

  • Prepare and review federal, state, and local income tax returns for individuals, S-corps, partnerships, and other small business entities

  • Develop and implement tax planning strategies, including entity selection and optimization, tailored to each client's situation

  • Serve as a primary point of contact for a group of clients, maintaining regular communication throughout the year

Job description

Tax Manager - North Raleigh | Wake Forest

About the Role
Our growing CPA firm is seeking experienced tax professionals for our North Raleigh and Wake Forest offices to prepare, review, and manage relationships with a diverse portfolio of individual and business income tax clients while leading the development and execution of proactive tax strategies for our small business prospects and clients.

This is a high-visibility role for someone who wants to combine technical depth with real client relationships and work with a collaborative team — not just process returns in isolation. Our ideal candidate is someone who can help clients easily navigate the complex world of taxes and enjoys helping people. Sound like a job you’ll love? Apply today!

Compensation:

$100,000 +


Responsibilities:

  • Prepare and review federal, state, and local income tax returns for individuals, S-corps, partnerships, and other small business entities

  • Develop and implement tax planning strategies, including entity selection and optimization, tailored to each client's situation

  • Serve as a primary point of contact for a group of clients, maintaining regular communication throughout the year, not just during tax season

  • Research complex tax issues and stay current on new tax matters

  • Review work prepared by junior staff, provide feedback, and mentor team members

  • Collaborate with the firm's accounting, bookkeeping, and advisory teams to deliver a seamless client experience

  • Respond to IRS and state notices, audits, and correspondence on clients' behalf

  • Set up periodic meetings to collaborate with clients on what's happening and the status of strategy implementation

  • Meet with prospects to evaluate needs, go over financial records and tax returns, and develop an implementation plan for the new client


Qualifications:
  • Experience handling both basic and advanced levels of tax service, and has in-depth knowledge of the tax code, state tax laws, and federal tax laws

  • Licensed CPA - non-Big 4 experience preferred

  • Capable of preparing error-free, moderately complex tax returns

  • Experience with QuickBooks and cloud-based tax/accounting software

  • Experience with CCH Axcess Tax is a plus

  • Comfortable in a hybrid work environment with regular in-office collaboration

  • We value humility over ego — leave your hubris at the door; it's one of our core values here


About Company

Why You’ll Love Working Here:

  • Stability without the stagnation. Sixty-plus years in business and still growing—the security of an established firm with the momentum of one going somewhere.

  • Growth built around you. Training and feedback meet you where you are, so you're always advancing toward the advisor you want to become.

  • A team that shows up. We celebrate wins together and pull for each other when busy season hits—no one carries the load alone.

  • Modern tools, meaningful work. We invest in automation and smart tech so your time goes to advising clients, not chasing spreadsheets.

  • Real relationships, real impact. Your clients—small business + their owners and successful individuals—know your name and value your expertise. You'll see the difference you make.

  • A life outside the office. Flexible schedules, summer Fridays after April 15, and a culture built around balance, not burnout.