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

Enbridge

Senior Advisor, Growth Programs

Cary, NC · On-site

$101K - $137K/yr

This is a non-union position The Sr Advisor, Growth Programs role will lead the growth and ... This involves product and financing terms, pricing, fees, promotional approach, and overall ...

Enbridge, Inc.

Senior Advisor, Growth Programs

Cary, NC · On-site

$101K - $137K/yr

This is a non-union position The Sr Advisor, Growth Programs role will lead the growth and ... This involves product and financing terms, pricing, fees, promotional approach, and overall ...

MetaMetrics, Inc

SVP, Finance

Durham, NC · On-site +1

$215K - $240K/yr

The SVP, Finance will serve as a trusted ... advisor to executive leadership, translating financial insights into business strategy and ...

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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.

Principal FP&A - Networked Solutions PBU

Itron, Inc

Raleigh, NC • Hybrid

Full-time

Medical, Retirement, PTO

Posted 4 days ago

Itron rating

7.0

Company rating: 7.0 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

114th of 159 rated electronics manufacturers

Job description

Itron is innovating new ways for utilities and cities to manage energy and water. We create a more resourceful world to protect essential resources for today and tomorrow. Join us.

The Principal Financial Planning & Analysis (FP&A) Analyst serves as a key strategic partner to the Networked Solutions Product Business Unit (PBU), providing financial leadership, business insight, and operational support. This role is responsible for delivering accurate and actionable financial reporting, analyzing variances across actuals, budgets, forecasts, and long-range plans, and driving data-informed decision-making. The Principal FP&A Analyst leads complex financial modeling and performance analysis, identifies risks and opportunities, and collaborates with cross-functional teams and senior leadership to support strategic planning, operational excellence, and business growth.
Duties & Responsibilities
  • Partner with Networked Solutions PBU leadership to provide strategic financial guidance, enabling informed decision-making and alignment with organizational objectives.
  • Prepare and present monthly and quarterly financial analyses for global consolidations, clearly communicating key business drivers, variances, trends, risks, and opportunities while recommending corrective actions.
  • Lead the development of annual budgets, long-range financial plans, forecasts, and monthly outlooks, ensuring accuracy, timeliness, and accountability across the planning process.
  • Continuously evaluate and improve budgeting, forecasting, and reporting processes to enhance efficiency, accuracy, scalability, and business agility.
  • Analyze revenue performance, customer and product profitability, supply chain impacts, and new product development investments to identify actionable insights and optimization opportunities.
  • Develop, maintain, and enhance complex financial models that support strategic planning, investment analysis, business case development, and executive decision-making.
  • Collaborate with global business functions, operational teams, and product leadership to incorporate evolving business requirements into financial plans and forecasts.
  • Serve as a trusted financial advisor to operating expense (OpEx) leaders by owning forecasting and reporting processes, identifying emerging trends, assessing business impacts, and recommending solutions that improve operational effectiveness.
  • Deliver insightful performance reporting that promotes accountability, supports continuous improvement, and advances customer-centric business outcomes.
  • Leverage technology, analytics, and innovative approaches, including AI-enabled tools where appropriate, to improve reporting quality, forecasting accuracy, and business insights.
  • Validate financial data, investigate variances, troubleshoot reporting issues, and ensure the integrity and accuracy of financial results.
  • Lead or support strategic and operational special projects, providing financial analysis and recommendations to business stakeholders.
  • Build collaborative relationships with cross-functional partners and senior leadership to influence decisions, align priorities, and drive organizational success.
Required Skills & Experience
  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related discipline.
  • 5+ years of experience in Financial Planning & Analysis (FP&A), strategic finance, corporate finance, or a similar analytical finance role.
  • Advanced proficiency in Microsoft Excel, including financial modeling, scenario analysis, forecasting, and data interpretation.
  • Demonstrated experience preparing financial reports, budgets, forecasts, and variance analyses for business leadership.
  • Strong analytical and problem-solving skills with the ability to translate complex financial data into actionable business insights.
  • Proven expertise building, maintaining, and enhancing complex financial models that support strategic planning and operational decision-making.
  • Strong communication and presentation skills with the ability to effectively engage stakeholders at all organizational levels.
  • Ability to manage multiple priorities and deadlines in a fast-paced, dynamic environment.
  • Demonstrated ability to challenge conventional thinking, act as a change agent, and successfully drive process improvements.
  • Proven ability to work effectively in a hybrid environment while maintaining strong collaboration, accountability, and results orientation.
  • Commitment to customer-centric thinking, business partnership, continuous improvement, and delivering high-quality outcomes.
Preferred Skills & Experience
  • MBA or advanced degree in Finance, Business Administration, or a related field.
  • Experience with Oracle Cloud EPM Planning or other cube-based planning and reporting platforms.
  • Proficiency with Microsoft Power BI and advanced data visualization tools.
  • Experience utilizing AI-enabled technologies to enhance reporting, forecasting, planning, or business decision-making.
  • Experience supporting product-based organizations, technology companies, or businesses serving the Utilities & Energy sector.
  • Demonstrated success partnering with senior leaders to influence strategic decisions and business performance.
  • Knowledge of customer profitability analysis, supply chain finance, and new product development financial evaluation.
  • Experience leading cross-functional initiatives focused on innovation, operational efficiency, and business transformation.
Benefits Info:
This position also includes a competitive benefit package including; financial, social, health and wellbeing programs, paid vacation, 401k matching, employee stock purchase program, hybrid work schedule, and more!

The successful candidate's starting salary will be determined based on permissible, non-discriminatory factors such as skills and experience and may vary by location. The base salary is $96,000-155,250 annually. This position is eligible for our annual bonus program.

#LI-EP1

Itron is committed to building an inclusive and diverse workforce and providing an authentic workplace experience for all employees. If you are excited about this role but your past experiences don't perfectly align with every requirement, we encourage you to apply anyway. In the end, you may be just who we are looking for!
The successful candidate's starting wage will be determined based on permissible, non-discriminatory factors such as skills and experience.
Itron is proud to be an Equal Opportunity Employer. If you require an accommodation to apply, please contact a recruiting representative at 1-800-635-5461 or email Accessibility@itron.com.


Itron is transforming how the world manages energy, water and city services. Our trusted intelligent infrastructure solutions help utilities and cities improve efficiency, build resilience and deliver safe, reliable and affordable service. With edge intelligence, we connect people, data insights and devices so communities can better manage the essential resources they rely on to live. Join us as we create a more resourceful world: www.itron.com

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