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

TowneBank

Risk Advisor - Personal Lines

Raleigh, NC · On-site

Towne Insurance is hiring a Risk Advisor - Personal Lines. This is a sales-oriented position that ... financial service departments. * Consistent updates and communication to your referral source on ...

TowneBank

Risk Advisor - Personal Lines

Raleigh, NC · On-site

Towne Insurance is hiring a Risk Advisor - Personal Lines. This is a sales-oriented position that ... financial service departments. * Consistent updates and communication to your referral source on ...

Towne Bank

Risk Advisor - Personal Lines

Raleigh, NC · On-site

Towne Insurance is hiring a Risk Advisor - Personal Lines. This is a sales-oriented position that ... financial service departments. * Consistent updates and communication to your referral source on ...

CAPTRUST

Senior Institutional Associate

Raleigh, NC · On-site

CAPTRUST is seeking a Senior Institutional Associate who will support the Financial Advisor Service ... Exceptional attention to every detail and a personal ambition to be error-free * Extremely ...

CAPTRUST

Senior Institutional Associate

Raleigh, NC · On-site

CAPTRUST is seeking a Senior Institutional Associate who will support the Financial Advisor Service ... Exceptional attention to every detail and a personal ambition to be error-free * Extremely ...

CAPTRUST

Institutional Support Associate II

Raleigh, NC · On-site

CAPTRUST is seeking an Institutional Support Associate II who will support the Financial Advisor ... Exceptional attention to every detail and a personal ambition to be error-free * Self-motivated and ...

CAPTRUST

Institutional Support Associate II

Raleigh, NC · On-site

Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in ... Exceptional attention to every detail and a personal ambition to be error-free * Self-motivated and ...

Definiti

Regional Sales Director - Western US

Cary, NC · On-site +1

Create new financial advisor relationships that will ultimately sell Definiti retirement solutions ... Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We ...

Definiti

Regional Sales Director - Eastern US

Cary, NC · On-site +1

Create new financial advisor relationships that will ultimately sell Definiti retirement solutions ... Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We ...

Principal Financial Group

Compliance Advisor

Raleigh, NC · On-site +1

$104K - $150K/yr

What You'll Do We're looking for a Compliance Advisor to join our Principal Securities/Principal ... personal and professional level. Together, we're imagining a more purpose-led future for financial ...

Deloitte

Tax Manager - Private Wealth

Raleigh, NC

$107K - $141K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... personal financial comfort, business and investment needs, family legacy, and charitable giving ...

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Showing results 41-60

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.

Risk Advisor - Personal Lines

TowneBank

Raleigh, NC • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 25 days ago

TowneBank rating

8.7

Company rating: 8.7 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

23rd of 170 rated banks

Job description

Join us at Towne Insurance! Your Career. Your Future. Your Towne.
Towne Insurance is hiring a Risk Advisor - Personal Lines. This is a sales-oriented position that requires strong communication and interpersonal skills, attention to detail, and the ability to gain an understanding of the prospect's needs. A Personal Lines agent is responsible for assisting clients in identifying their insurance needs, recommending appropriate coverage options, and explaining policy features, benefits, and cost.
About Us
Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities.
About the Role
  • Develop lead sources with our Towne Bank personnel in the various departments of the bank, mortgage, real estate, insurance, and other financial service departments.
  • Consistent updates and communication to your referral source on the status of the referral
  • Promote the Towne Bank and Towne Insurance vision and guiding principles within the community.
  • Tailor risk management strategies and client profiles to reflect each customer's individual needs.
  • Perform fact-finding to confirm, update, and define coverage needs.
  • Coordinate with carrier(s) of choice to sell our personal lines products.
  • Capable of using various carrier rating systems and understanding underwriting guidelines.
  • Review all bound+ policies and documentation for accuracy.
  • Collaborate with our Townes Insurance Personal Lines support team in addition to working with and understanding key carrier service center offerings.
  • Research and recommend prospects for new business opportunities.
  • Achieve objectives established in annual producer sales plan.
  • Attend Towne Insurance training and meetings as required.
  • Promote the Towne Bank and Towne Insurance vision and guiding principles within the community.
  • Perform other specific job duties and projects as assigned.
  • Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)

Skills and experience you'll need:
  • Current NC Property Casualty License or Carrier experience.
  • 2 years of experience in insurance sales or customer service.
  • Proficiency in using insurance agency management software and Microsoft Suite.
  • Customer focused mindset.
  • Adaptability to handle a variety of customer situations and industry changes.
  • Organized with an ability to multitask.
  • Self-motivated and detail oriented.
  • Proactive in problem solving.
  • Pride in getting work done accurately and timely.
  • Ability to work in a team environment.

Bonus points if you have:
  • Strong community relationships and areas of interest to complement insurance competency.
  • Experience with EPIC system.

What we offer:
We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including:
  • Excellent growth and advancement opportunities
  • Competitive pay based on experience
  • Health, vision, dental, and Employee Assistance Program
  • Paid time off to include holidays, PTO, sick leave, and bereavement
  • Profit Sharing
  • Continuing education opportunities
  • 401K & Employer Matching
  • Employee discounts
  • Identity theft protection
  • Tuition Reimbursement
  • Paid Training Opportunities
  • Paid Parental Leave
  • Wellness Plan
  • Volunteer Opportunities

Serving Others. Enriching Lives.
Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals.
We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.
#insurance
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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