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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 ...

Wisepath Group

Wealth Advisor

Durham, NC · On-site +1

Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...

Wisepath Group

Wealth Advisor

Raleigh, NC · On-site +1

Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...

Principal Financial Group

Compliance Advisor

Raleigh, NC · 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 ...

IAG

Be Seen First

Mergers and Acquisitions Advisor/Independent Contractor/Remote

Raleigh, NC · Remote

$75K - $159K/yr

Generally, a strong desire to succeed financially, a willingness to learn, and some direct sales ... As a Business Intermediary/IAG M&A Advisor, you will have complete freedom to direct your full-time ...

Trueline

Tax & Advisory Manager (Remote)

Raleigh, NC · Remote

$120K - $140K/yr

Manage a portfolio of business and individual tax clients while serving as their trusted advisor ... Sign tax returns and financial statements in accordance with firm standards and professional ...

Sageworks

Senior Legal Counsel

Raleigh, NC · On-site +1

$135K - $184K/yr

... junior legal team members. You will report to the Vice President, Legal. This role is hybrid-remote ... Advise senior leadership on legal risk, regulatory considerations, and business-focused risk ...

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All JobsFinancial Advisor JobsRemote Junior Financial Advisor JobsRemote Junior Financial Advisor Jobs in Raleigh, NC

Remote Junior Financial Advisor information

See Raleigh, NC salary details

$31.1K

$63.6K

$96.2K

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

As of Jul 27, 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, and why are they important?

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

Financial Advisor Associate (TRAINING & LICENSING PROVIDED)

Wisepath Group

Durham, NC • On-site, Remote

$60K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 18 days ago

Job description

Financial Advisor Associate
Training, Licensing & Mentorship Provided
Remote / Hybrid Opportunities Available
Launch a Career That Can Change Your Future
Most people never find a career that allows them to make a meaningful impact, build professional independence, create long-term wealth, and enjoy unlimited growth opportunities.
Financial advising offers all of those possibilities.
At Strategic Financial Concepts (SFC), we're looking for ambitious, coachable, and driven individuals who want more than just a job. We're looking for future leaders who want a career with purpose, growth, and the opportunity to build something meaningful.
No prior financial services experience is required.
If you're motivated, relationship-oriented, and eager to learn, we'll provide the training, mentorship, and support needed to help you succeed.
Why Join Strategic Financial Concepts?
Many professionals join SFC because they are looking for:
• Greater income potential
• A clear professional career path
• Meaningful work that helps others
• Mentorship from experienced advisors
• Leadership development opportunities
• Business ownership potential
• Long-term financial growth
• A career where effort directly impacts success
Why This Career Is Different
This isn't a call center role.
This isn't a transactional sales position.
This is an opportunity to become a trusted advisor who helps individuals, families, and business owners make important financial decisions that impact their future.
You'll learn how to build meaningful relationships, develop professional expertise, and create a rewarding career helping others pursue financial confidence.
What You'll Gain
Professional Development
  • Life & Health Insurance Licensing Support
  • Industry Training & Education
  • Ongoing Professional Development
  • Leadership Development Programs
  • Career Advancement Opportunities
Mentorship & Support
  • Hands-On Mentorship
  • Joint Work Opportunities
  • Experienced Advisor Coaching
  • Collaborative Team Environment
Technology & Resources
  • Advanced Financial Planning Technology
  • CRM & Client Relationship Tools
  • Marketing & Business Development Resources
Compensation & Growth
First-Year Target Earnings
$60,000 - $120,000+
Additional Opportunities
  • Performance-Based Compensation
  • Uncapped Earning Potential
  • Residual Income Opportunities
  • Leadership Advancement Opportunities
  • Long-Term Career Growth

Your income is directly tied to your effort, development, and ability to build meaningful client relationships.
Who Succeeds at SFC?
Many successful advisors come from backgrounds such as:
  • Sales
  • Customer Service
  • Hospitality
  • Athletics
  • Military Service
  • Entrepreneurship
  • Education
  • Banking
  • Insurance
  • Business Development

Successful candidates are typically:
  • Goal-Oriented
  • Coachable
  • Competitive
  • Relationship-Focused
  • Self-Motivated
  • Professional
  • Driven to Help Others
Comprehensive Benefits Package
Health & Financial Benefits
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • 401(k) with 6% Company Match
Additional Benefits
  • Leadership Development Programs
  • Professional Training & Education
  • Recognition Programs
  • Incentive Travel Opportunities
  • Mentorship & Coaching
Career Path
At Strategic Financial Concepts, we believe in promoting from within and creating opportunities for long-term growth.
Financial Advisor Associate
↓
Financial Advisor
↓
Senior Financial Advisor
↓
Managing Advisor
↓
Regional Director
↓
Executive Leadership
About Strategic Financial Concepts
Our Goal Is Your Success.
Strategic Financial Concepts helps individuals, families, and business owners pursue financial confidence through comprehensive planning strategies while providing advisors with the training, mentorship, technology, and support needed to build successful careers.
Ready to Take the Next Step?
If you're looking for a career that offers professional growth, unlimited potential, mentorship, and the opportunity to make a meaningful impact, we'd love to hear from you.
Apply today and start building your future with Strategic Financial Concepts.
We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

Apply