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Professional Advisor Jobs in Raleigh, NC (NOW HIRING)

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 ...

Thrivent

Financial Advisor

Raleigh, NC

Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: * Self-disciplined, independent and driven to succeed.

Nelnet

Security Advisor

Raleigh, NC · On-site

The Security Advisor provides information security and privacy consulting and compliance services ... Certified Information System Security Professional (CISSP) * Certified Information Systems Auditor ...

University Ford Inc

Service Advisor

Durham, NC · On-site

The responsibilities of a Service Advisor include greeting customers, listening to their needs, and ... Personal and professional integrity * Computer skills and willingness to learn new programs

University Ford Inc

Service Advisor

Durham, NC · On-site

The responsibilities of a Service Advisor include greeting customers, listening to their needs, and ... Personal and professional integrity * Computer skills and willingness to learn new programs

University Ford Inc

Service Advisor

Durham, NC · On-site

The responsibilities of a Service Advisor include greeting customers, listening to their needs, and ... Personal and professional integrity * Computer skills and willingness to learn new programs

University Ford Inc

Service Advisor

Durham, NC · On-site

The responsibilities of a Service Advisor include greeting customers, listening to their needs, and ... Personal and professional integrity * Computer skills and willingness to learn new programs

Hiester Automotive

SERVICE ADVISOR

Lillington, NC · On-site

If you are professional, have integrity, love people, like to get it done and possess a servant ... Service Advisor for our company. Join our team and see why so many customers choose us as their ...

Hiester Automotive

SERVICE ADVISOR

Lillington, NC · On-site

If you are professional, have integrity, love people, like to get it done and possess a servant ... Service Advisor for our company. Join our team and see why so many customers choose us as their ...

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Showing results 21-40

All JobsProfessional Advisor JobsProfessional Advisor Jobs in Raleigh, NC

Professional Advisor information

See Raleigh, NC salary details

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How much do professional advisor jobs pay per hour?

As of Aug 23, 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.

What is a professional advisor?

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.

How does a professional advisor 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 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 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 degree do you need to be a professional advisor?

A professional advisor typically needs at least a bachelor's degree in a relevant field such as business, finance, law, or counseling. Advanced roles may require a master's degree or professional certifications, depending on the industry and specific responsibilities.

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

Financial Advisor

SEIA, LLC / Bates Wealth Advisors, LLC

Chapel Hill, NC • On-site

$92K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago

Job description

Salary Range:$92,500.00 To $150,000.00 Annually

JOB TITLE: Financial Advisor

EMPLOYER: Signature Estate & Investment Advisors            

 

DEPARTMENT: W2 Advisor Team

REPORTS TO: Lead Advisor

 

SUMMARY: This position is responsible for providing financial planning and investment advice to clients, helping them to achieve their financial objectives. This role involves assessing clients' financial situations, developing customized financial plans, and recommending appropriate financial products and services. The ideal candidate will have strong analytical skills, excellent communication abilities, and a deep understanding of financial markets and products.

 

DUTIES AND RESPONSIBILITIES:

  • Conduct comprehensive financial planning for clients, including retirement planning, estate planning, tax planning, and risk management.
  • Analyze clients' financial information to determine strategies for meeting their financial goals.
  • Develop and present customized financial plans and investment strategies.
  • Monitor clients' financial status and provide regular updates and recommendations.
  • Build and maintain strong client relationships through regular communication and follow-up.
  • Stay informed about market trends, economic conditions, and new financial products.
  • Comply with all regulatory requirements and company policies.
  • Provide exceptional customer service and ensure client satisfaction.
  • Participate in networking and community events to attract new clients.

SUPERVISORY RESPONSIBILITIES:

  • This job may be supervising Associate Advisor. 

 

QUALIFICATIONS:

  • Bachelor's Degree (BA) from four-year college or university.
  • At least 2-3 years of related experience and/or training.
  • Certificates, licenses, and registrations required:  Preferred FINRA licenses Series 7 and 66.
  • Enrolled in study course for the CERTIFIED FINANCIAL PLANNER™ (CFP®) administered by the Certified Financial Planning Board of Standards, Inc., or Chartered Financial Consultant (ChFC) administered by the American College 
  • FINRA licenses Series 7, 63, and 65 (or Series 66, in lieu of the 63 and 65) 
  • Continual adherence to the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards 

COMPETENCIES:

  • Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
  • Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
  • Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
  • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
  • Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
  • Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
  • Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
  • Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
  • Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
  • Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
  • Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
  • Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
  • Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
  • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
  • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
  • Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
  • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
  • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.