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Senior Financial Advisor Jobs in Raleigh, NC (NOW HIRING)

Wisepath Group

Associate Financial Advisor

Raleigh, NC · On-site

$60K - $120K/yr

Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models. * Participate in client meetings to assist with administrative follow-ups, case ...

Simplicity Group Holdings

Be Seen First

Sr. Sales Assistant

Durham, NC · On-site

$65K - $76K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As our firm continues to grow, we are seeking a highly organized, detail-oriented Sr. Sales Assistant to support a small team of highly experienced senior financial advisors to help deliver an ...

Couchbase, Inc.

Sr Financial Analyst, GTM Finance

Raleigh, NC · On-site

$83K - $103K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Role Overview As the Senior Financial Analyst on the GTM Finance team, you are the analytical ... relies on to advise the CFO, Executive Team, and our PE sponsor. Your work is not background ...

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All JobsFinancial Advisor JobsSenior Financial Advisor JobsSenior Financial Advisor Jobs in Raleigh, NC

Senior Financial Advisor information

See Raleigh, NC salary details

$67.6K

$129.4K

$204.1K

How much do senior financial advisor jobs pay per year?

As of Aug 18, 2026, the average yearly pay for senior financial advisor in Raleigh, NC is $129,437.00, according to ZipRecruiter salary data. Most workers in this role earn between $108,900.00 and $143,400.00 per year, depending on experience, location, and employer.

What does a senior financial advisor do?

A Senior Financial Advisor provides advanced financial planning and investment advice to clients, often focusing on wealth management, retirement planning, tax strategies, and estate planning. They analyze clients' financial situations, develop personalized financial plans, and help manage investment portfolios. Senior Financial Advisors typically have extensive experience in the financial industry and may supervise junior advisors. Their goal is to help clients achieve long-term financial security and meet their financial goals.

What are the key skills and qualifications needed to thrive as a senior financial advisor, and why are they important?

To thrive as a Senior Financial Advisor, you need strong analytical abilities, deep knowledge of investment strategies, and a relevant degree or certification such as CFP or CFA. Expertise with financial planning software, portfolio management systems, and CRM tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help set top advisors apart. These competencies are crucial for building client trust, delivering tailored financial solutions, and ensuring long-term client satisfaction and retention.

How does a senior financial advisor typically collaborate with other departments within a financial institution?

Senior Financial Advisors often work closely with departments such as investment management, compliance, and client services to provide comprehensive solutions for their clients. This collaboration ensures that client portfolios are managed effectively, regulatory requirements are met, and client inquiries are addressed promptly. Advisors may participate in regular meetings with portfolio managers, compliance officers, and other specialists to review client strategies and stay updated on new financial products or regulations. This team-based approach allows Senior Financial Advisors to deliver holistic and personalized advice to their clients.

What is the difference between Senior Financial Advisor vs Financial Planner?

AspectSenior Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or CFP designation often preferredCFP certification common, sometimes other certifications
Work EnvironmentAdvises high-net-worth clients, often in private firms or banksWorks with a broad client base, including individuals and families
Industry UsageUsed in wealth management and private bankingUsed across financial services, including independent advising

While both roles involve financial planning and advising clients, Senior Financial Advisors typically serve high-net-worth clients with advanced credentials and a focus on wealth management. Financial Planners often work with a wider range of clients, providing comprehensive financial plans. The roles overlap but differ mainly in client profile and scope of services.

What are the most commonly searched types of Financial Advisor jobs in Raleigh, NC?

The most popular types of Financial Advisor jobs in Raleigh, NC are:

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

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

Senior Financial Advisor jobs near you
Infographic showing various Senior Financial Advisor job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $129,437 per year, or $62.2 per hour.

Senior Financial Advisor - Experienced Professionals

First Command Financial Services, Inc.

Cary, NC • On-site

Full-time

Re-posted 10 days ago

First Command Financial Services rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description


Join the mission. Coach those who serve.
At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.
What You'll Do
As an experienced Financial Advisor at First Command, you'll go beyond the basics-providing comprehensive financial guidance that evolves with our clients' lives. You'll:
  • Serve as a Trusted Advisor
    Identify and adapt to each client's evolving financial goals across all stages of wealth-accumulation, preservation, and legacy. Regularly meet with clients to assess their circumstances, track progress, and adjust plans based on life events, economic shifts, and regulatory changes.
  • Deliver Advanced, Personalized Planning
    Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families.
  • Provide a High-Touch Client Experience
    Foster long-term relationships through a service model that emphasizes clarity, confidence, and responsiveness. Build trust by consistently delivering value and guidance that empowers clients to make informed decisions.
  • Engage the Military Community
    Build relationships with advocates and centers of influence within the local and military community to generate referrals and other opportunities.

• Drive Results and Grow Your Business
Achieve performance goals by delivering personalized financial strategies, generating revenue, and building long-term client relationships. Expand your practice through strong referral networks-especially within the military community-while identifying new opportunities and deepening existing client engagement.
Required Experience
Licensing & Certifications
  • Required: Series 7 & 66 (or 6, 63, 65) and Life & Health license
  • Preferred: CFP®, ChFC®, or RICP® designations

Your Next Step
If you're an experienced advisor who wants to make a difference in the lives of those who serve-and continue building your career with purpose-First Command is where you belong.
©2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC).
Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.
First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.
In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.
SIPC - Securities Investor Protection Corporation

What First Command Financial Services employees say

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Hours and flexibility

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About First Command Financial Services

Sourced by ZipRecruiter

First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Fort Worth, TX, US

Year founded

1958

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