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Remote Ex Financial Advisor Jobs in Raleigh, NC (NOW HIRING)

Most roles are fully remote, so you need to be comfortable using technology, be productive in a ... Create new financial advisor relationships that will ultimately sell Definiti retirement solutions ...

Most roles are fully remote, so you need to be comfortable using technology, be productive in a ... Create new financial advisor relationships that will ultimately sell Definiti retirement solutions ...

Experience working with financial advisors, recordkeeping wholesalers and CPAs * Current QKS or QKA or ability to obtain at least one designation with 12 months of hire REMOTE WORKING REQUIREMENTS As ...

Compliance Advisor

Raleigh, NC ยท On-site +1

$104K - $150K/yr

Operating at the intersection of financial services and technology, Principal builds financial ... LinkedIn Remote Hashtag #LI-RemoteQualifications: * 6+ years related experience (mutual fund and/or ...

Be Seen First

M&A Advisor (100% Remote) Warm Leads Provided. CRM Backed. Capitalize on the Silver Tsunami. 100 ... Deep understanding of the emotional and financial needs of business founders preparing for an exit.

... advising a regulated financial services organization. LOCATION Enact Headquarters, Raleigh, NC(Hybrid Schedule). Remote candidates with the appropriate experience may be considered, with regular ...

Anywhere in the US (Remote) * Citizenship & Clearance: Must be a U.S. citizen (U.S. born or ... Serve as an essential financial advisor to Portfolio Delivery Leaders (PDLs) to optimize project ...

Remote Tax Manager

Wake Forest, NC ยท On-site +1

$110K - $140K/yr

Serve as a trusted advisor and primary point of contact for client relationships * Lead tax ... Coordinate workflows between tax, accounting, and bookkeeping teams to keep client financials ...

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Remote Ex Financial Advisor information

See Raleigh, NC salary details

$35K

$99.3K

$140K

How much do remote ex financial advisor jobs pay per year?

As of Aug 3, 2026, the average yearly pay for remote ex financial advisor in Raleigh, NC is $99,283.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,900.00 and $127,300.00 per year, depending on experience, location, and employer.

What is the difference between Remote Ex Financial Advisor vs Remote Financial Planner?

AspectRemote Ex Financial AdvisorRemote Financial Planner
CertificationsCFP, Series 7/66, State licensesCFP, Series 7/66, State licenses
Work EnvironmentClient consultations, portfolio management, complianceClient meetings, financial analysis, planning
Employer & Industry UsageFinancial firms, banks, independent advisorsFinancial advisory firms, banks, independent planners
Search & Comparison IntentYesYes

Remote Ex Financial Advisors and Remote Financial Planners share similar credentials, work environments, and industry usage. The main difference lies in their focus: Financial Advisors often emphasize investment management and client relationships, while Financial Planners concentrate on comprehensive financial planning. Both roles are essential in the financial services industry and frequently searched together by job seekers and clients.

What are the most commonly searched types of Ex Financial Advisor jobs in Raleigh, NC? The most popular types of Ex Financial Advisor jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Remote Ex Financial Advisor jobs? Cities near Raleigh, NC with the most Remote Ex Financial Advisor job openings:

HFA Financial Advisor Senior -Branch

Huntington

Raleigh, NC โ€ข On-site, Remote

Full-time

Re-posted 4 days ago


Job description

Description

Summary:
Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients.  Our Financial Advisors 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.
  • Utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerance.
  • 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)

No

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. Weโ€™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.