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

Senior Finance Business Partner

Durham, NC ยท On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Position Overview The Senior Financial Business Partner provides strategic financial support to the ... This role acts as a key advisor to the Program Management leadership, supporting all financial ...

Client Service Coordinator

Raleigh, NC ยท On-site

$17.50 - $22.75/hr

  • Retirement

This position utilizes excellent customer service, attention to detail, and time management skills โ€ข Supports Financial Advisor/Senior Client Service Associate of a large book of business including ...

FP&A Advise Senior Consultant

Raleigh, NC ยท On-site

$113K/yr

As an FP&A Senior Consultant focused on the insurance industry, you will help insurance carriers strengthen financial planning, forecasting, and analytics capabilities so they can make more informed ...

Chief Financial Officer (CFO)

Raleigh, NC ยท On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Owns and drives all aspects of financial strategy, serving as the CEO's key financial advisor ... in a senior executive role. * Experience in engineering, architecture, construction, or ...

Senior Institutional Associate

Raleigh, NC ยท On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

CAPTRUST is seeking a Senior Institutional Associate who will support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist of ...

Chief Financial Officer (CFO)

Raleigh, NC ยท On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Owns and drives all aspects of financial strategy, serving as the CEO's key financial advisor ... in a senior executive role. * Experience in engineering, architecture, construction, or ...

Senior Trust Advisor

Raleigh, NC

$132K - $133K/yr

Bachelor's degree in Finance, Accounting, Law, or a related field. Advanced degree or professional ... Senior Trust Advisor At Fifth Third, we understand the importance of recognizing our employees for ...

Senior Trust Advisor

Raleigh, NC ยท On-site

$132K - $133K/yr

Bachelor's degree in Finance, Accounting, Law, or a related field. Advanced degree or professional ... Senior Trust Advisor At Fifth Third, we understand the importance of recognizing our employees for ...

Senior Institutional Associate

Raleigh, NC ยท On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

CAPTRUST is seeking a Senior Institutional Associate who will support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist of ...

Showing results 21-40

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:

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 Finance Business Partner

FUJIFILM Biotechnologies

Research Triangle Park, NC โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago


Job description

Position OverviewThe Senior Financial Business Partner provides strategic financial support to the business. This position requires a blend of financial expertise, business acumen and the ability to influence and drive strategic initiatives. This role acts as a key advisor to the Program Management leadership, supporting all financial elements relating to revenue recognition accounting, contract review and approval and sales to program margin forecasting. This role is also responsible for ensuring financial goals are met and business strategies are effectively implemented. The role involves engaging with business partners to understand business processes, performance, highlighting risks and opportunities, and fostering well-informed decisions. Company OverviewAt FUJIFILM Biotechnologies, we're leading the charge in advancing tomorrow's medicines. If you want to be a part of life-impacting projects alongside today's most innovative biopharmaceutical companies, FUJIFILM Biotechnologies could be the right place for you.From our Bioprocess Innovation Center to our cGMP-compliant manufacturing site, we thrive on collaboration, creativity, and purpose. Whether your expertise lies in research, manufacturing, or production, you'll find a home here where your efforts directly improve patients' lives. Together, let's shape the future of healthcare.Situated at the cross-section of Morrisville and Research Triangle Park (RTP), North Carolina, our site is at the heart of a booming biotech hub surrounded by top universities, vibrant communities, and various outdoor opportunities.Fujifilm is globally headquartered in Tokyo with over 70,000 employees across four key business segments of healthcare, electronics, business innovation, and imaging. We are guided and united by our Group Purpose of "giving our world more smiles." Visit: https://www.fujifilm.com/us/en/about/region/careersJob DescriptionWhat You'll Do: Analyzes and manages the financial data related to profit margin, monitoring and optimizing profitability.Collaborates with Program Managers to develop and evaluate Client Project profitability and profitability modeling. Supports budgeting, forecasting, and long-term financial planning processes, ensuring alignment with company objectives and identifying areas for efficiency and cost savings. Develops strategic partnerships with internal stakeholders to drive optimal value. Monitors financial performance against targets, identifies risks and opportunities, and recommends corrective actions. Prepares finance reconciliations of client projects versus internal accounting systems. Reviews revenue recognition, profitability and cash flow implications. Provides input for monthly site leadership reports, CFO report and bi-annual budget reports. Optimizes contract and pricing strategies, ensures accuracy of models aligned while maintaining a consistent global approach. Reviews and signs-off customer contracts, change orders, inter-company agreements, and Master Services Agreements, ensuring they follow the correct approval process. Works closely with and proactively builds and maintains effective relationships with the Program Management team providing finance support and insight, as required. Ensures compliance to all relevant internal and external guidelines such as financial reporting guidelines, tax, regulatory requirements, and internal controls. Collaborates with cross-functional teams and senior leadership to support business goals and financial transparency. Identifies opportunities for process improvements and support implementation of these processes. Adheres to safety requirements and company training schedules in timely manner. Maintains technical knowledge by attending educational workshops, reviewing publications. Performs other duties as assigned. Knowledge, Skills, and Abilities: Strong analytical and problem-solving skills with the ability to interpret complex financial data. Excellent customer service, presentation, team interaction and communication skills (written and verbal) across functional and inter-company boundaries. Ability to be proactive, multi-task, and prioritize work assignments with limited supervision. Ability to adhere to deadlines while maintaining confidentiality of sensitive information. Strong attention to detail, excellent in analyzing and interpreting data. Demonstrated ability to react and respond professionally to changing priorities and timelines. Bring a strong sense of urgency to meet business financial needs, bring a positive 'hands-on' approach to the position. Team oriented person who has excellent problem solving/ judgment skills with a high level of attention to detail and accuracy Advanced skills in MS Office Suite (Word, Excel, Visio) Willingness to learn new skills Basic Requirements:Bachelor's degree in finance, Accounting, Business Administration, or a related field with 8 years of experience in commercial finance, business finance partnering, FP&A, or a related role Experience in financial modeling, budgeting, forecasting, and variance analysisWORKING CONDITIONS & PHYSICAL REQUIREMENTSAbility to stand for prolonged periods of time. Ability to sit for prolonged periods of time. Ability to conduct activities using repetitive motions that include wrists, hands and/or fingers. Ability to conduct work that includes moving objects up to 10 pounds. Benefits:Our programs are designed to focus on maintaining and enhancing all pillars of health with a robust benefits package including medical, dental, vision and prescription drug coverage with the option of a Health Savings Account with company contributions. In addition, we offer an industry leading 401(k) savings plan, insurance coverage, employee assistance programs and various wellness incentives. We support life-work balance with paid vacation time, sick time, and company holidays. Explore a supportive environment that enriches both your personal and professional growth! *#LI-OnsiteTo all agencies: Please, no phone calls or emails to any employee of FUJIFILM about this requisition. All resumes submitted by search firms/employment agencies to any employee at FUJIFILM via-email, the internet or in any form and/or method will be deemed the sole property of FUJIFILM, unless such search firms/employment agencies were engaged by FUJIFILM for this requisition and a valid agreement with FUJIFILM is in place. In the event a candidate who was submitted outside of the FUJIFILM agency engagement process is hired, no fee or payment of any kind will be paid.EEO InformationFujifilm is committed to providing equal opportunities in hiring, promotion and advancement, compensation, benefits, and training regardless of nationality, age, gender, sexual orientation or gender identity, race, ethnicity, religion, political creed, ideology, national, or social origin, disability, veteran status, etc.ADA InformationIf you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to our HR Department (HR_FDBU@fujifilm.com). Salary: . Date posted: 07/23/2026