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Remote Junior Financial Advisor Jobs in Raleigh, NC

Envestnet

Pricing Governance Manager

Raleigh, NC · On-site +1

... remote for other east coast areas.   About Envestnet   Envestnet is an ... third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   ...

Envestnet

Pricing Governance Manager

Raleigh, NC · On-site +1

$108K - $135K/yr

... remote for other east coast areas.   About Envestnet   Envestnet is an ... third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   ...

Envestnet

Pricing Governance Lead

Raleigh, NC · On-site +1

$108K - $135K/yr

... remote for other east coast areas.   About Envestnet   Envestnet is an ... third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   ...

Envestnet

Lead Data Engineer

Raleigh, NC · On-site +1

$111K - $133K/yr

... third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   ... Experience working with remote teams Nice-to-Haves   * AWS Solutions Architect / Developer / Data ...

Envestnet

Lead Data Engineer

Raleigh, NC

$99K - $131K/yr

... third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   ... Experience working with remote teams. Nice-to-Haves   * AWS / Claude / Snowflake data ...

Envestnet

Lead Data Engineer

Raleigh, NC · On-site +1

$111K - $133K/yr

... third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   ... Experience working with remote teams Nice-to-Haves   * AWS Solutions Architect / Developer / Data ...

Gnw

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 ...

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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 Aug 9, 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

Pricing Governance Manager

Envestnet

Raleigh, NC • On-site, Remote

Full-time

Medical, Retirement, PTO

Re-posted 29 days ago

Job description

The application window will close June 30, 2026.

Job Location   
The primary work location for this role is Berwyn, Boston or Raleigh with a hybrid work model or remote for other east coast areas.
  
About Envestnet  
Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   
   
For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.   
   
The Team You’ll Join  
The Pricing Governance Manager will join a highly collaborative and growing team responsible for driving disciplined, scalable pricing across customer deals. The team partners closely with Sales, Relationship Management, Finance, Legal, and Product to ensure pricing decisions are consistent, well-documented, and aligned to strategic objectives.
 
How You’ll Contribute   
Own Deal Desk operations and pricing governance that supports pricing decisions (approval workflows, escalation thresholds, required documentation, and controls) to improve speed, consistency, and price realization.
Responsibilities include:
  • Run Deal Desk operations and maintain pricing policies, approval matrices, and escalation thresholds.
  • Improve Deal Desk tooling and workflows (CRM, trackers, dashboards) to increase visibility, documentation quality, and turnaround time.
  • Led pricing reviews for non-standard deals; coordinate approvals and ensure clear rationale and documentation.
  • Partner with Product and GTM teams to align pricing with packaging and value positioning.
  • Own reporting and KPIs (price realization, discounting, renewal performance) and deliver insights to pricing and commercial leadership.
  • Provide deal guidance and modeling support to pricing analysts and commercial stakeholders.
 What You’ll Need to Bring  
  • Bachelor’s degree in finance, or a related field required, advanced degree (MBA) is a plus
  • 7+ years of experience in pricing, deal desk, revenue operations, finance, or commercial governance roles, with cross-functional process ownership.
  • Experience building and improving pricing governance (e.g., approval frameworks, escalation paths, controls, and documentation standards).
  • Strong business judgment and executive communication skills; able to synthesize complex deal tradeoffs into clear recommendations and influence outcomes.
  • Advanced Excel skills required; experience with Power BI (or similar) is a plus.
 Nice-to-Haves  
  • SaaS, fintech, wealth management, or enterprise technology experience.
  • CPQ implementation experience.
  • Built pricing dashboards/metrics (discount waterfall, renewal uplift) and turned insights into action.
  • Supported renewals/retention motions (discount governance, uplift strategy, pipeline hygiene).

Why You’ll Enjoy Working at Envestnet  

Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference. 

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.  

The opportunity is now!  

  

Sponsorship  

This position is not open to candidates requiring visa sponsorship  

  

Our Investment in You 

This role offers a base salary range of $108,000 to $135,000. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws.  This role is eligible for an additional incentive component as part of the total rewards package.   

 

We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us.  Please visit our benefits page on our career site to learn more.  

   

Our Commitment to Inclusion & Belonging  

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.  

 

We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at  careers@envestnet.com. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.       

Recruitment Fraud 

At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud. 

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