170 Results for

Financial Advisor Jobs in Durham, NC

Jobs

New!

Raleigh, NC3 days ago

Remote

Groupe Financier Signature is an independent Managing General Agency that supports financial advisors. This is a 1099 independent contractor opportunity offering access to top insurance carriers, structured support, and a flexible work model.

Raleigh, NC7 days ago

$135,000–$160,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

New!

Cary, North Carolina6 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Chapel Hill, NC30+ days ago

$110,000–$125,000 Per Year

As fiduciaries, we are committed to always acting in our client’s best interests – building long-term, collaborative relationships rooted in trust, integrity, and tailored advice. As a Financial Advisor you can expect to: Work within a collaborative 3–4-person client team, including a senior advisor, portfolio manager, and associate advisor.

Raleigh, North Carolina10 days ago

Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

Durham, NC8 days ago

$45,000–$100,000 Per Year

Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.

Raleigh, North Carolina30+ days ago

Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Raleigh, NC30+ days ago

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. What We Offer We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Durham, NC30+ days ago

Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.

Durham, NC17 days ago

Back to search results Advisor Development Program - Carolina East Financial Solutions Advisor Trainee: Financial Center - Durham, NC (Spanish Speaking Preferred) Durham, North Carolina Additional locations Apply × To proceed with your application, you must be at least 18 years of age. As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.

Apex, NC30+ days ago

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.

durham, NC30+ days ago

New!

Raleigh, NC4 days ago

Full-time

Strategic Financial Concepts helps individuals, families, and business owners pursue financial confidence through comprehensive planning strategies while providing advisors with the training, mentorship, technology, and support needed to build successful careers. Most people never find a career that allows them to make a meaningful impact, build professional independence, create long-term wealth, and enjoy unlimited growth opportunities.

New!

Raleigh, North Carolina4 days ago

Raleigh, NC30+ days ago

Bachelors Degree • At least 2-3 years of experience in an investments area • Experience coaching, influencing and developing individuals in a team environment • Track record of exceeding expectations as well as assigned goals and targets • Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up. • Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.

Raleigh, North Carolina10 days ago

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

Raleigh, NC30+ days ago

175541true175541falseSubmission for the position Entry Level - Financial Advisor - NC Raleigh 3747 - Job Number PIN_45161false175541falsetrueEntry Level - Financial Advisor - NC Raleigh 3747PIN_45161UNITED STATES-NC-RaleighUNITED STATES-NC-RaleighEquitable AdvisorsEquitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. 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.

Raleigh, NC16 days ago

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.

Cary, NC30+ days ago

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. 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.

Cary, NC30+ days ago

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. 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.

Raleigh, NC30+ days ago

Primary Responsibilities: Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers' individual financial needs and supplying the appropriate product. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.

New!

Chapel Hill, NC5 days ago

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.

Raleigh, North Carolina23 days ago

$100,000–$130,000 Per Year

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information.

Raleigh, NC30+ days ago

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Work closely with the Financial Advisors and PCG Portfolio Management Officer to help the team devise the appropriate asset allocation based on clients' goals, cash flow, etc.

Raleigh, North Carolina30+ days ago

Cary, North Carolina17 days ago

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).

Cary, NC30+ days ago

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Raleigh, NC13 days ago

SIPC.org on electronic advertisements] [Supervisory Office: 4350 Congress Street, Suite 300, Charlotte, NC 28209; Phone: 704-557-9600]. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC.

New!

Raleigh, NC2 days ago

With a strong focus on client advocacy, collaboration, and service excellence, the team works closely with internal partners to resolve inquiries efficiently, manage expectations, and ensure a consistently positive advisor experience—helping advisors better serve their end clients and drive long‑term success. The Service - Advisor team help clients navigate the Envestnet platform, troubleshoot operational and technical questions, and provide training to ensure advisors can effectively leverage our tools in their practices.

New!

Raleigh, NC5 days ago

With a strong focus on client advocacy, collaboration, and service excellence, the team works closely with internal partners to resolve inquiries efficiently, manage expectations, and ensure a consistently positive advisor experience-helping advisors better serve their end clients and drive long‑term success. The Service - Advisor team help clients navigate the Envestnet platform, troubleshoot operational and technical questions, and provide training to ensure advisors can effectively leverage our tools in their practices.

Cary, NC30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Wendell, NC30+ days ago

This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

Raleigh, NC23 days ago

The CFO owns and drives the financial strategy, operations, systems, and reporting infrastructure to optimize profitability, increase enterprise value, and support long-term scalability. This hands-on executive partners with the CEO and leadership team to shape strategic direction, identify growth opportunities, and prepare the company for capital events such as M&A or private investment.

Raleigh-Durham-Chapel Hill, NC30+ days ago

The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.

New!

Chapel Hill, North Carolina3 days ago

Hilltop Wealth Advisors is growing, and we’re looking for a servicing-focused Lead Advisor to join our team and directly support our CEO and President in delivering an elevated, world-class client experience. This role is ideal for an advisor who thrives in partnership—someone who loves client relationships, excels in preparation and follow-through, and finds fulfillment in making meetings, plans, and experiences seamless and exceptional.

Chapel Hill, NC30+ days ago

Full-time

Raleigh, NC25 days ago

10%) Prospecting and Scheduling: Expand client base by working the referrals provided by internal partners and improve advisor efficiency via conducting outbound calls, managing marketing mailings, maintaining prospect database, and scheduling appointments and referrals, helping with retention and deepening client relationships. (10%) Support Financial Advisors: Build member relationships, drive new business through book of business analysis, and maintain advisors' existing book of business to enhance client retention and growth leading to strong client loyalty and increased revenue.

Raleigh, NC30+ days ago

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. Our commitment to being a Force for Good is reflected in programs like 1000 Hours of Giving Back sponsored by our Womens Network and Equitable Excellence" which awards 200 college scholarships annually.

Raleigh, NC25 days ago

New!

Cary, North Carolina3 days ago

We recommend colleges that fit clients’ factors and budgets, assist in identifying career paths, and support them in achieving their goals cost-effectively. About Us: Class 101 is a national college planning franchise dedicated to guiding students and families through the college search, admissions, and financial aid process.

Durham, NC30+ days ago

$80,000–$95,000 Per Year

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Durham, NC30+ days ago

Full-time

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

Raleigh, NC30+ days ago

Full-time

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.

Durham, NC8 days ago

Serves as a strategic advisor to leadership on regulatory alignment, enterprise risk, and compliance program maturity, while mentoring team members and promoting operational excellence across the seven elements of an effective compliance program. Requires deep expertise in technology compliance, enterprise risk management, AI governance, Information Security, regulatory frameworks, and control evaluation, along with strong leadership, analytical, and stakeholder management capabilities.

Morrisville, NC30+ days ago

Reporting directly to the CFO, this role provides critical financial insight to executive leadership and serves as a strategic business partner across the organization. Let us know you're interested in a future opportunity by clicking Introduce Yourself in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest!

Cary, NC25 days ago

By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance. Important Note: ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals.

Cary, North Carolina26 days ago

By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life’s journey through insurance, travel, financial services, and roadside assistance. Important Note: ACG’s Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals.

Raleigh, North Carolina30+ days ago

Remote

The successful candidate will be able to demonstrate a proven track record of successfully creating and maintaining a commercial insurance book of business by using their knowledge and a value-added approach to their relationships. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.

Raleigh, NC30+ days ago

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

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Financial Advisor Jobs in Durham, NC

Life Insurance Advisor - Remote (Commission-based) Group Financier Signature

Controller Vaco LLC

Financial Advisor Northwestern Mutual

Financial Advisor Transcend Practice Management

Merrill Financial Solutions Advisor (Partially Licensed) - Carolina East Market Bank of America

Financial Advisor Edward D Jones & Co LP

Merrill Advisor Development Program - Financial Advisor: Carolina East Market Bank of America

Financial Advisor First Command Financial Services, Inc.

Associate Financial Advisor Edward D Jones & Co LP

Advisor Development Program - Carolina East Financial Solutions Advisor Trainee: Financial Center - Durham, NC (Spanish Speaking Preferred) Bank of America Corp

Financial Advisor - Raleigh, NC Thrivent Financial for Lutherans

Financial Advisor - Durham, NC Thrivent Financial for Lutherans

Financial Advisor Associate (TRAINING & LICENSING PROVIDED) Career Headhunter LLC

Financial Advisor Associate (TRAINING & LICENSING PROVIDED) Career Headhunter

HFA Financial Advisor Senior -Branch Huntington Bancshares Inc

Financial Advisor - PNC Wealth Management PNC Bank

Entry Level - Financial Advisor - NC, Raleigh (3747) Equitable Financial Life Insurance Company

Associate Bank Financial Advisor Wells Fargo & Co

Senior Financial Advisor - Experienced Professionals First Command Financial Services, Inc.

Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.

Financial Advisor - Raleigh, NC FNB Corp

Financial Solutions Advisor Registration Candidate - University Mall Financial Center Bank of America Corp

Financial Advisor - Endowments and Foundations CAPTRUST

Financial Advisor - PNC Wealth Management The PNC Financial Services Group Inc

Financial Planning Officer Truist Financial Corp

Financial Planning Officer Truist Bank

Premier Advisor or Virtual Premier Advisor - Raleigh, NC Truist Bank

Premier Advisor or Virtual Premier Advisor - Raleigh, NC Truist Financial Corp

Financial Planner - Entrepreneurial Path The Pelora Group

Client Service Associate - Advisor Envestnet

Client Service Associate - Advisor Envestnet Inc

J.P. Morgan Wealth Management - Private Client Advisor - Cary, NC JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Wendell, NC JPMorgan Chase & Co

Chief Financial Officer (CFO) Delta Oaks Group

Senior Wealth Advisor Beacon Pointe Advisors

Lead Advisor Hilltop Wealth Advisors

Lead Advisor Hilltop Wealth Advisors, LLC

Registered Financial Assistant Coastal Credit Union

Financial Professional - NC, Raleigh (5234) Equitable Financial Life Insurance Company

Registered Financial Assistant - 51826 Coastal Federal Credit Union

College Planning Advisor Class 101 Wake County NC

Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)

Senior Home Lending Advisor - Durham NC - Durham 9th Street Branch JPMorgan Chase Bank, N.A.

2027 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank - Raleigh, NC JPMorgan Chase Bank, N.A.

Tech Compliance Exec Advisor (US) Elevance Health Inc

Director, Financial Planning & Analysis (FP&A) Halma Plc

Service Advisor AAA Southern New England

Service Advisor Auto Club Group

Commercial Risk Advisor (Property & Casualty Insurance) First Citizens Bank

Senior Home Lending Advisor, Garner, and Raleigh, NC JPMorgan Chase & Co

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