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United Financial Network Jobs in Raleigh, NC (NOW HIRING)

Truist

Financial Planning Leader

Raleigh, NC · On-site

$73K - $99K/yr

English (Required) Work Shift: 1st shift (United States of America) Please review the following The ... Networking: Create strong working relationships with internal partners and external COI ...

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All JobsUnited Financial Network JobsUnited Financial Network Jobs in Raleigh, NC

United Financial Network information

See Raleigh, NC salary details

$14

$25

$37

How much do united financial network jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for united financial network in Raleigh, NC is $25.90, according to ZipRecruiter salary data. Most workers in this role earn between $21.97 and $28.27 per hour, depending on experience, location, and employer.

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

To thrive as a Financial Advisor, you need strong analytical abilities, financial planning knowledge, and typically a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and certifications such as CFP (Certified Financial Planner) are commonly required. Excellent interpersonal skills, active listening, and trustworthiness help build lasting client relationships. These skills are crucial for providing tailored financial guidance and fostering client confidence and loyalty.

What is the difference between United Financial Network vs Financial Advisor?

AspectUnited Financial NetworkFinancial Advisor
CredentialsSeries 7, Series 66, CFP (optional)Series 7, Series 66, CFP (preferred)
Work EnvironmentFinancial services firms, offices, client meetingsIndependent or firm-based, client consultations, office or remote
Industry UsageFinancial planning, investment managementFinancial planning, investment advice, wealth management
Common Search IntentCompany comparison, career infoJob roles, responsibilities, career path

United Financial Network and Financial Advisor roles share similar credentials and work environments, focusing on financial planning and investment services. While United Financial Network often refers to a firm or network of advisors, a Financial Advisor is a professional providing personalized financial advice. Both roles require relevant licenses and certifications, and they operate within the financial services industry, making them closely related in terms of career and industry usage.

What is United Financial Network?

The United Financial Network is a financial services organization that provides a range of products and services, such as investment planning, insurance, retirement solutions, and wealth management. Their goal is to help individuals and businesses achieve their financial objectives by offering personalized advice and support. They typically work with clients to assess their financial situations and develop tailored strategies to meet both short-term and long-term goals. United Financial Network professionals may also provide educational resources and ongoing account management.

What types of teams or departments do professionals at United Financial Network typically collaborate with, and how does this impact daily responsibilities?

At United Financial Network, professionals often work closely with departments such as compliance, risk management, client services, and information technology. This cross-functional collaboration ensures that client solutions are both effective and adhere to regulatory standards. On a typical day, you may participate in meetings with these teams to review client portfolios, address regulatory updates, or implement new financial technologies. This integrated approach not only enhances service quality but also provides employees with valuable exposure to different facets of the financial industry.
What are popular job titles related to United Financial Network jobs in Raleigh, NC? For United Financial Network jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching United Financial Network jobs in Raleigh, NC look for? The top searched job categories for United Financial Network jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for United Financial Network jobs? Cities near Raleigh, NC with the most United Financial Network job openings:
United Financial Network jobs near you
Infographic showing various United Financial Network job openings in Raleigh, NC as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Hybrid job distribution, with an average salary of $53,872 per year, or $25.9 per hour.

Financial Professional - NC, Raleigh (5234)

Equitable Advisors

Raleigh, NC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 5 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
  • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
  • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
  • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
  • Location: In-office presence required
  • Work-Life Balance: Flexible schedule to maximize productivity and personal time

Qualifications
Skills & Experience
  • Education: Bachelor's degree or equivalent skills and work experience
  • Licensing: State Life & Health, SIE, Series 7, Series 66
  • Personal Attributes: values-driven with a track record of success and accomplishment
  • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
  • Mindset: entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration: ability to work with and learn from top performers
  • Work Authorization: must be authorized to work in the United States

Training & Development
  • FINRA Sponsorship: provided for required FINRA licensing
  • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
  • Virtual University: access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship: opportunities for joint work and mentorship
  • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
  • Leadership Development: access to Leadership Development School for those with management ambition
  • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program

Compensation & Benefits
  • Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
  • Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
  • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
  • Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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