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Remote Junior Financial Advisor Jobs in Raleigh, NC

Definiti

Regional Sales Director - Western US

Cary, NC · On-site +1

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 ...

Definiti

Regional Sales Director - Eastern US

Cary, NC · On-site +1

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 ...

Definiti

Internal Sales Wholesaler

Cary, NC · On-site +1

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 ...

Genworth Financial

Deputy General Counsel

Raleigh, NC · On-site +1

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

Salesforce, Inc.

Operations Manager

Raleigh, NC · Remote

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 ...

Accounting Fly

Remote Tax Manager

Wake Forest, NC · 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 ...

ACA Group

Senior Principal Consultant

Durham, NC · On-site +1

Location: Flexible, can be US remote The individual in this position is responsible for ... ACA Group is the leading governance, risk, and compliance (GRC) advisor in financial services. We ...

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Remote Junior Financial Advisor information

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$31.1K

$63.6K

$96.2K

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

As of Aug 13, 2026, the average yearly pay for remote junior financial advisor in Raleigh, NC is $63,608.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,000.00 and $72,400.00 per year, depending on experience, location, and employer.

What does a remote junior financial advisor do?

A Remote Junior Financial Advisor assists clients with their financial planning needs, such as budgeting, investment strategies, and retirement planning, all while working from a remote location. They typically work under the supervision of senior advisors, helping to prepare financial reports, conduct research, and support client communications. Their role involves understanding clients’ goals, providing recommendations, and learning the basics of financial products and regulations. This entry-level position is ideal for those starting their career in finance and looking to gain experience in a flexible, virtual environment.

What is the difference between Remote Junior Financial Advisor vs Remote Financial Analyst?

AspectRemote Junior Financial AdvisorRemote Financial Analyst
Required CredentialsFINRA Series 7, 66, or 65 licenses often preferred; CFP certification optionalTypically requires a bachelor's degree in finance, accounting, or related field; CFA or CPA may be advantageous
Work EnvironmentClient-facing, providing financial planning and advice remotelyData analysis, financial modeling, and reporting primarily remote
Employer & Industry UsageFinancial advisory firms, banks, wealth management companiesInvestment firms, corporations, financial services companies

While both roles involve finance and often work remotely, a Remote Junior Financial Advisor focuses on client interactions and financial planning, requiring licenses like Series 7 and 66. In contrast, a Remote Financial Analyst emphasizes data analysis, financial modeling, and reporting, often requiring a finance-related degree and certifications like CFA. Understanding these differences helps job seekers align their skills and certifications with the right role.

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

To thrive as a Remote Junior Financial Advisor, you generally need a solid understanding of finance, investment principles, and financial planning, often supported by a relevant degree and entry-level certifications such as Series 7 or Series 66. Familiarity with financial planning software, customer relationship management (CRM) systems, and virtual communication tools is typically required. Strong interpersonal skills, attention to detail, and self-motivation are important soft skills for building client trust and managing tasks independently. These skills and qualities are crucial for delivering effective financial advice, maintaining compliance, and fostering client relationships in a remote environment.

What are some common challenges faced by remote junior financial advisors, and how can they be addressed?

Remote Junior Financial Advisors often face challenges such as building client relationships without in-person meetings, staying updated on financial regulations, and managing their own schedules effectively. To overcome these, advisors should leverage video conferencing tools to foster strong client communication, participate in ongoing virtual training to remain informed about industry changes, and use digital productivity tools to organize their daily tasks. Regular check-ins with senior team members and active participation in virtual team meetings can also help remote advisors feel connected and supported.

What are popular job titles related to Remote Junior Financial Advisor jobs in Raleigh, NC?

For Remote Junior Financial Advisor jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Remote Junior Financial Advisor jobs in Raleigh, NC look for?

The top searched job categories for Remote Junior Financial Advisor jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Remote Junior Financial Advisor jobs?

Cities near Raleigh, NC with the most Remote Junior Financial Advisor job openings:

Remote Junior Financial Advisor jobs near you

Wealth Management Associate - NC, Raleigh (5128)

Equitable

Raleigh, NC • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 26 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

Our people

Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.

·       We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment

·       Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit

·       Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually

·       Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves

Training and support

To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs.

Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.

Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.

Benefits and compensation

Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”).

 

Equitable Advisors’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE- 5929421.1 (9/23)(Exp.9/25)

What Equitable employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Equitable logo

About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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