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Professional Advisor Jobs in Raleigh, NC (NOW HIRING)

Argent Financial Group

Wealth Advisor

Raleigh, NC · On-site

Develop and maintain relationships with centers of influence such as CPAs and attorneys to ensure a network of professional advisor resources for clients and for new business referrals to Argent.

Duke University

Senior Quad Advisor

Durham, NC · On-site

$131K - $132K/yr

You'll join a collaborative community of advisors, faculty, and student support professionals dedicated to empowering students from diverse backgrounds to thrive academically, personally, and ...

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SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Financial Advisor

Chapel Hill, NC · On-site

$92K - $150K/yr

W2 Advisor Team REPORTS TO: Lead Advisor SUMMARY: This position is responsible for providing ... Continual adherence to the CFP Board's Code of Ethics and Professional Responsibility and Financial ...

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Financial Advisor

Chapel Hill, NC · On-site

$92K - $150K/yr

W2 Advisor Team REPORTS TO: Lead Advisor SUMMARY: This position is responsible for providing ... Continual adherence to the CFP Board's Code of Ethics and Professional Responsibility and Financial ...

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Financial Advisor

Chapel Hill, NC · On-site

$92K - $150K/yr

W2 Advisor Team REPORTS TO: Lead Advisor SUMMARY: This position is responsible for providing ... Continual adherence to the CFP Board's Code of Ethics and Professional Responsibility and Financial ...

NCSU

Academic Advisor

Raleigh, NC · On-site

$40K - $50K/yr

Experience mentoring, teaching and/or advising at a college level or in a professional setting Other Required Qualifications * Excellent interpersonal and advising skills * Demonstrated ability to ...

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Professional Advisor information

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How much do professional advisor jobs pay per hour?

As of Aug 3, 2026, the average hourly pay for professional advisor in Raleigh, NC is $18.38, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $18.70 per hour, depending on experience, location, and employer.

How do Professional Advisors typically collaborate with clients and other specialists to provide comprehensive guidance?

Professional Advisors often work closely with clients to understand their unique needs and objectives, whether in finance, education, or career development. Collaboration with other specialists—such as accountants, lawyers, or subject-matter experts—is common to ensure clients receive well-rounded advice. Regular meetings, both one-on-one and in team settings, are typical, and Advisors must be skilled at translating complex information into actionable plans. This collaborative approach not only enhances the quality of service but also helps Advisors build a strong professional network.

What are professional advisors?

Professional advisors are experts who provide guidance, support, and recommendations in specific fields such as finance, education, law, or business. They use their specialized knowledge to help individuals or organizations make informed decisions, solve problems, and achieve goals. Their role often involves analyzing situations, developing strategies, and ensuring clients understand their options and obligations.

What is the difference between Professional Advisor vs Financial Advisor?

AspectProfessional AdvisorFinancial Advisor
Required CredentialsVaries by industry, often includes certifications like CPA, CFP, or industry-specific licensesTypically requires CFP, Series 7, or other financial planning licenses
Work EnvironmentConsulting firms, corporate settings, or independent practiceFinancial institutions, banks, or independent practice
Employer & Industry UsageUsed across various industries including finance, consulting, and corporate sectorsPrimarily in finance and investment sectors
Common Search & Comparison IntentUnderstanding roles, credentials, and services offeredSeeking financial planning, investment advice, or wealth management

The main difference between a Professional Advisor and a Financial Advisor lies in their industry focus and credentials. Professional Advisors often have industry-specific certifications and work across various sectors, while Financial Advisors specialize in financial planning and investment management. Both roles require relevant licenses and serve clients by providing expert advice, but their scope and industry context differ.

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

To thrive as a Professional Advisor, you need expertise in your advisory field, strong analytical abilities, and relevant educational credentials—often a bachelor’s or master’s degree in a related discipline. Familiarity with industry-specific software (such as CRM systems), data analysis tools, and, in some cases, professional certifications like CFP or CFA is typically required. Exceptional interpersonal skills, active listening, and the ability to build trust help advisors connect with clients and tailor effective solutions. These competencies ensure advisors provide credible, personalized guidance that effectively addresses client needs and fosters long-term relationships.
What are the most commonly searched types of Advisor jobs in Raleigh, NC? The most popular types of Advisor jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Professional Advisor jobs? Cities near Raleigh, NC with the most Professional Advisor job openings:
Professional Advisor jobs near you

Wealth Advisor

Argent Financial Group

Raleigh, NC • On-site

Full-time

Re-posted 28 days ago

Job description

Wealth Advisor

General Job Description

A Wealth Advisor plays a pivotal role in managing and growing relationships with high-net-worth clients. As a Wealth Advisor, you will leverage your expertise to deliver personalized wealth management strategies, conduct detailed financial assessments, and provide comprehensive advice on investment management, retirement planning, estate planning, and tax optimization. Success in this role requires a deep understanding of financial markets, and a proactive approach to client service.

Essential Duties

  • Cultivate trust-based and investment relationships with high-net-worth clients, providing targeted advice and developing customized wealth management strategies.
  • Identify and close new business development opportunities to expand the firm’s client base, achieving annual growth objectives through new business production.
  • Develop and maintain relationships with centers of influence such as CPAs and attorneys to ensure a network of professional advisor resources for clients and for new business referrals to Argent.
  • Conduct thorough financial assessments to understand clients' goals, risk profiles, and financial positions. Deliver complex financial presentations to clients, facilitate financial planning discussions, and deliver goals-based planning output.
  • Provide expert advice on investment management, asset allocation, retirement planning, estate planning, and tax optimization.
  • Develop Investment Policy Statements (IPS) and conduct annual reviews and updates, ensuring compliance with regulations. Implement investment strategy recommendations.
  • Implement investment strategies aligned with clients' goals using various investment vehicles, regularly reviewing and adjusting portfolios.
  • Stay informed about industry trends and regulatory changes to provide informed advice. Maintain current knowledge of financial markets, Argent investment process, and wealth management offering.
  • Coordinate with relationship team members including portfolio managers, tax advisors, and estate counsel to deliver comprehensive wealth management solutions.
  • Exceed performance expectations and standards for success, ensuring adherence to risk, control policies, and regulatory guidelines.
  • Manage ongoing account reviews, asset allocation models, and CRM system use to maintain accurate records.


Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required.

  • Bachelor's degree.
  • Minimum 10 years of experience in wealth management, financial services, investments, tax or trust and estate legal field, serving high-net-worth clients.
  • Strong knowledge of financial markets, investment products, tax strategies, estate planning, and retirement planning.
  • Analytical expertise, notable attention to detail, and self-initiated follow-through.
  • Clear and effective communication skills.
  • Proficiency in financial planning software and Microsoft Office Suite.
  • An understanding of matters related to income, gift, and estate taxes, investments, employee benefits, and personal and philanthropic wealth transfer strategies
  • Great interpersonal and process management skills; and
  • Achieving or a candidate for at least one of the following advanced degrees or designations: CPA, JD, CFP®.