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

As a Thrivent Financial advisor, you'll: * Build a financial practice guiding Christians on their ... Provide personal, actionable and achievable advice and connect clients to Thrivent products and ...

Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based on Assignment Position Overview ... Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel ...

Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based on Assignment Position Overview ... Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel ...

As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their ... Provide personal, actionable and achievable advice and connect clients to Thrivent products and ...

As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their ... Provide personal, actionable and achievable advice and connect clients to Thrivent products and ...

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Personal Financial Advisor information

See Raleigh, NC salary details

$36.5K

$64.3K

$91.9K

How much do personal financial advisor jobs pay per year?

As of Jul 26, 2026, the average yearly pay for personal financial advisor in Raleigh, NC is $64,314.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,700.00 and $82,600.00 per year, depending on experience, location, and employer.

What does a personal finance advisor do?

A personal financial advisor helps clients manage their finances by providing advice on investments, savings, retirement planning, and debt management. They analyze clients' financial situations, develop personalized plans, and often hold certifications such as CFP to ensure professional standards. Advisors typically work in financial firms or independently and may meet with clients regularly to review and adjust financial strategies.

What is the difference between Personal Financial Advisor vs Financial Planner?

AspectPersonal Financial AdvisorFinancial Planner
CertificationsCFP, ChFC, Series 7/66CFP, ChFC, Series 7/66
Work EnvironmentIndividual clients, private practiceIndividual and corporate clients, firms
Industry UsageFinancial services, wealth managementFinancial planning, wealth management

Both Personal Financial Advisors and Financial Planners often hold similar certifications and work in the financial services industry. While Personal Financial Advisors typically focus on advising individual clients on investments, retirement, and estate planning, Financial Planners may have a broader scope, including comprehensive financial planning for individuals and families. The roles often overlap, but the term "Financial Planner" is more commonly used for professionals providing holistic financial advice.

How do Personal Financial Advisors typically build and maintain client relationships in their daily work?

Personal Financial Advisors spend a significant portion of their time communicating with clients to understand their financial goals and concerns. Building trust is essential, so advisors often hold regular meetings, provide ongoing financial education, and proactively update clients on market changes or portfolio performance. Maintaining strong relationships also involves collaborating with clients' other professionals, such as accountants or attorneys, to ensure a comprehensive approach to financial planning. Effective advisors use a mix of in-person, phone, and digital communication to stay accessible and responsive to client needs.

How many financial advisors make $500,000 a year?

While most financial advisors earn less than $500,000 annually, a small percentage of top earners, often those with extensive client portfolios, specialized skills, or working in high-net-worth environments, do reach or exceed this level. Achieving such income typically requires significant experience, certifications like the CFP or CFA, and a strong client base. Overall, high earnings are concentrated among the top 10% of financial advisors.

What is a Personal Financial Advisor?

A Personal Financial Advisor is a professional who helps individuals manage their finances by providing guidance on investments, retirement planning, taxes, estate planning, and other financial matters. They work with clients to assess their financial goals and create tailored plans to achieve them. Personal Financial Advisors may also assist with budgeting, saving strategies, and risk management. Their advice is aimed at helping clients make informed decisions to secure their financial future.

What Does a Personal Financial Advisor Do?

A personal financial advisor provides clients with financial advice about a variety of financial services, such as insurance and investment options, mortgage or refinancing opportunities, estate or retirement planning, and other ways to grow their clients’ wealth. As a personal financial advisor, your primary responsibilities include meeting with clients and determining their short- and long-term financial goals. Your duties include analyzing clients’ current finances, giving advice on services that align with reaching their goals, and educating them regarding the risks of various investments and taking on debt.

Is $200,000 enough to work with a financial advisor?

Personal financial advisors typically recommend a minimum of $250,000 to $500,000 in investable assets to justify ongoing advisory fees, which often range from 0.5% to 1% annually. With $200,000, clients can still work with a financial advisor, but they may need to consider fee structures like flat fees or hourly rates, and some advisors may have minimum account requirements. It's important to compare advisor fee models and services to determine if your assets align with their policies.

How much money do personal financial advisors make?

Personal financial advisors typically earn a median annual salary of around $94,000, with earnings varying based on experience, location, and client base. Many advisors also earn commissions or fees for managing investments and providing financial planning services.

What are the key skills and qualifications needed to thrive as a Personal Financial Advisor, and why are they important?

To thrive as a Personal Financial Advisor, you need strong analytical abilities, a solid understanding of financial planning, and typically a bachelor’s degree in finance, economics, or a related field, with certifications like CFP® being highly valued. Proficiency with financial planning software, portfolio management tools, and CRM systems is important for managing client accounts and preparing reports. Excellent interpersonal skills, active listening, and the ability to build trust set top advisors apart in client interactions. These skills are crucial for providing sound financial advice, fostering long-term client relationships, and ensuring successful financial outcomes.
What are the most commonly searched types of Personal Financial Advisor jobs in Raleigh, NC? The most popular types of Personal Financial Advisor jobs in Raleigh, NC are:
What are popular job titles related to Personal Financial Advisor jobs in Raleigh, NC? For Personal Financial Advisor jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Personal Financial Advisor jobs in Raleigh, NC look for? The top searched job categories for Personal Financial Advisor jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Personal Financial Advisor jobs? Cities near Raleigh, NC with the most Personal Financial Advisor job openings:
Infographic showing various Personal Financial Advisor job openings in Raleigh, NC as of July 2026, with employment types broken down into 89% Full Time, 9% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $64,314 per year, or $30.9 per hour.
Financial Advisor

Full-time, Contractor

Posted 28 days ago


First Command Financial Services rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz


Job description

Financial Advisor Jobs at First Command:

Shaping Positive Financial Behaviors since 1958

First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one-on-one coaching with military families. We embrace time-tested financial principles and a client-first philosophy.  We inspire and motivate clients to take the first or next step on a path to financial security.

3 out of 4 of our Financial Advisors are veterans or military spouses.

Many of our 165+ offices nationwide are located near military installations.

If you’re exploring what’s next in your career, First Command offers a path to become a Financial Advisor where leadership, entrepreneurship, and professional growth come together. Your experience matters — and here, it’s a foundation for building a meaningful, long‑term career.

What you’ll do:

    • As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals.
    • You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected.
    • You will engage with the community to bring new clients to First Command, with the support of your local district team and Home Office.
    • You will connect directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
    • You will coach military families on how to build a comprehensive financial plan that includes: 
    • Savings/banking
    • Investments/wealth management
    • Insurance/risk management

Training and licensing support:

    • First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
    • Sponsorship: First Command sponsors your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
    • Licensing: You’ll receive structured training and test preparation to help you obtain the necessary securities and Life & Health licenses—no prior licensing is required.
    • Role Progression: Upon completing licensing, you’ll have the opportunity to transition into a paid training role, partnering with a local district office and accelerating your professional development.
    • Compensation: As you begin this career, your First Command Financial Advisor compensation will consist of an hourly wage for 3 months and then transition into a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.  

Becoming an Advisor:

    • Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve.
    • Compensation: There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation.
    • Professional Development: We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
    • Independence: Set your own schedule to manage work-life balance.
    • Flexibility: Mobile career opportunities throughout the United States which allow your career to move with you.  

Desired Qualifications:

    • Military experience or affiliation
    • Bachelor’s degree
    • Proven leadership skills

Learn more about First Command:

First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.

©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPCFINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

First Command does not discriminate in the recruiting of Financial Advisors on the basis of race, color, religion, national origin, sex, marital status, disability, age or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.


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About First Command Financial Services

Sourced by ZipRecruiter

First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Fort Worth, TX, US

Year founded

1958

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