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

Argent Financial Group

Wealth Advisor

Raleigh, NC · On-site

Success in this role requires a deep understanding of financial markets, and a proactive approach ... and personal and philanthropic wealth transfer strategies * Great interpersonal and process ...

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All JobsPersonal Financial Advisor JobsPersonal Financial Advisor Jobs in Raleigh, NC

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 Aug 7, 2026, the average yearly pay for personal financial advisor in Raleigh, NC is $64,317.00, 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 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 much do personal financial advisors get paid?

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 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.

Can you work for yourself as a personal financial advisor?

Yes, personal financial advisors can work independently as sole practitioners or start their own advisory firms, which requires appropriate licensing, certifications, and compliance with industry regulations. Many advisors operate as independent contractors or own their own businesses, offering personalized financial planning services. Success in self-employment often depends on building a client base, marketing skills, and maintaining professional credentials such as the CFP certification.

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

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.
More about Personal Financial Advisor jobs
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:
Personal Financial Advisor jobs near you
Infographic showing various Personal Financial Advisor job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 22% Part Time, and 4% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $64,317 per year, or $30.9 per hour.

HFA Financial Advisor Senior - Branch

Huntington

Wake Forest, NC • Hybrid

Full-time

Posted 17 days ago

Job description

Description

Summary:

The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.
Duties & Responsibilities:

  • Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business.
  • Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances.
  • Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
  • Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers.
  • Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs.
  • Performs other duties as assigned.


Basic Qualifications:

  • High School Diploma
  • Minimum of 1 year of investment sales experience
  • Series 7, 63, 65/66 and Life and Health Licenses


Preferred Qualifications:

  • Bachelor's Degree
  • At least 2-3 years of experience in an investments area
  • Experience coaching, influencing and developing individuals in a team environment
  • Track record of exceeding expectations as well as assigned goals and targets
  • Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up


Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters:  Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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