ZipRecruiter

Log In

1

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

Fujifilm

Senior Finance Business Partner

Durham, NC · On-site

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 ...

Deloitte

FP&A Advise Senior Consultant

Raleigh, NC · 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 ...

Fifth Third Bank

Senior Trust Advisor

Raleigh, NC · 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 ...

Fifth Third

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 ...

previous pagenext page

Showing results 21-40

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 Sep 8, 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 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $129,437 per year, or $62.2 per hour.

Client Service Coordinator

Kestra Financial Independent Advisor

Raleigh, NC • On-site

$17.50 - $22.75/hr

Full-time

Retirement

Re-posted 24 days ago

Job description

The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills

Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm

Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines

Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation

Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available

Deposit checks received and maintain check blotter in adherence to compliance guidelines

Maintain client information in CRM database

Manage and update mailing lists for birthdays, holidays, and firm marketing efforts

Order supplies for office and act as point of contact for any infrastructure requests

Requirements

  • Basic computer skills (Outlook, Word, Excel and Power Point) are essential
  • Strong administrative and time management skills with superior attention to detail
  • Excellent communication skills, both verbally and in writing
  • CRM knowledge a plus

Benefits

Our firm is a family owned business with high quality clients who have been with us a long time. The work environment is not fast paced, but steady and pleasant. We offer competitive pay, time off, and a retirement plan.

Apply