NewLicensed Life Insurance Advisor - Commission Based CEO LifeLicensed Life Insurance Advisor - Commission BasedCary, NCThis 1099 entrepreneurial partnership is tailored for self-starting professionals who want to maximize their earning potential by utilizing a diverse portfolio of over 50 premier insurance carriers alongside a fully automated backend infrastructure. Advanced Digital Ecosystem: Leverage full access to enterprise-grade CRM software, automated nurturing campaigns, and instant multi-carrier quoting engines.
Director of Finance Vaco LLCDirector of FinanceRaleigh, NC$140,000–$150,000 / yearDetermining 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.
Financial Advisor Northwestern MutualFinancial AdvisorCary, North Carolina$61,000–$250,000 / yearFull timeNorthwestern 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.
Merrill Advisor Development Program - Financial Advisor: Carolina East Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Carolina East MarketRaleigh, NCBack to search results Merrill Advisor Development Program - Financial Advisor: Carolina East Market Raleigh, North Carolina; Myrtle Beach, South Carolina; Chapel Hill, North Carolina Additional locations Apply × To proceed with your application, you must be at least 18 years of age. 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.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorDurham, NC$45,000–$100,000 / yearBenefits: 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.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorRaleigh, NCFull-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.
Advisor Development Program - Carolina East Financial Solutions Advisor Trainee: Financial Center - Durham, NC (Spanish Speaking Preferred) Bank of AmericaAdvisor Development Program - Carolina East Financial Solutions Advisor Trainee: Financial Center - Durham, NC (Spanish Speaking Preferred)Durham, North CarolinaAs 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. 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.
Financial Advisor - Raleigh, NC Thrivent Financial for LutheransFinancial Advisor - Raleigh, NCWake Forest, NCThrivent 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.
Financial Advisor - Durham, NC Thrivent Financial for LutheransFinancial Advisor - Durham, NCDurham, NCThrivent 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.
AVP/Trust & Family Office Financial Advisor Associate Parkside Financial Bank & TrustAVP/Trust & Family Office Financial Advisor AssociateClayton, North CarolinaToday, we’re an independent partner for successful families and privately held businesses, bringing together banking, commercial lending, trust, and family office services in one place. Parkside Financial Bank & Trust started in 2007 with four professionals and one big goal: to make business banking and wealth management more personal, more insightful, and more responsive.
Financial Advisor Strategic People AdvisorsFinancial AdvisorDurham, NCFull timeYou will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity. This is an entrepreneurial, performance-based compensation model featuring highly competitive commission structures, fee-sharing splits, and passive residual income.
HFA Financial Advisor Senior -Branch Huntington Bancshares IncHFA Financial Advisor Senior -BranchRaleigh, NCCoach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs.
Associate Financial Advisor Strategic People AdvisorsAssociate Financial AdvisorRaleigh, NCFull timeStrategic People Advisors (https://www.strategicpeopleadvisors.com/) is a boutique recruitment agency representing elite clients in the financial services sector. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.
Senior Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor - Experienced ProfessionalsCary, NC2025 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.
Associate Bank Financial Advisor Wells Fargo & CoAssociate Bank Financial AdvisorRaleigh, NCThey 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.
HFA Financial Advisor Senior - Branch Huntington Bancshares IncHFA Financial Advisor Senior - BranchWake Forest, NCSummary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. 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.
Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsCary, NCFull time2025 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.
Financial Advisor FNB CorpFinancial AdvisorRaleigh, NCPrimary 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.
Financial Advisor - Raleigh, NC FNB CorpFinancial Advisor - Raleigh, NCRaleigh, NCPrimary 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.
NewFinancial Advisor Wisepath GroupFinancial AdvisorDurham, NC$100,000–$250,000 / yearWe have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®.Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. You will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity.
Financial Solutions Advisor - Raleigh/Durham Market Bank of America CorpFinancial Solutions Advisor - Raleigh/Durham MarketCary, NCBack to search results Financial Solutions Advisor - Raleigh/Durham Market Cary, North Carolina; Raleigh, North Carolina; Raleigh, North Carolina; Raleigh, North Carolina; Raleigh, North Carolina; Knightdale, North Carolina; Durham, North Carolina; Raleigh, North Carolina; Durham, North Carolina; Wake Forest, North Carolina; Chapel Hill, North Carolina; Holly Springs, North Carolina; Cary, North Carolina; Apex, North Carolina; Cary, North Carolina; Fuquay Varina, North Carolina; Greenville, North Carolina Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
HFA Financial Advisor Senior - Branch Huntington National BankHFA Financial Advisor Senior - BranchWake Forest, North CarolinaThe HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. 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.
NewFinancial Solutions Advisor Registration Candidate - Capital Blvd Financial Center (Bi-Lingual Spanish Preferred) Bank of AmericaFinancial Solutions Advisor Registration Candidate - Capital Blvd Financial Center (Bi-Lingual Spanish Preferred)Raleigh, North CarolinaOnce 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.
Financial Advisor - Endowments and Foundations CAPTRUSTFinancial Advisor - Endowments and FoundationsRaleigh, North Carolina$100,000–$130,000 / yearFull timeAt 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.
Financial Advisor First National Bank Of PennsylvaniaFinancial AdvisorRaleigh, North CarolinaManages 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.
Financial Advisor First National Bank (FNB Corp.)Financial AdvisorRaleigh, NCPrimary 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.
NewFinancial Solutions Advisor Consumer Investments - Raleigh/Durham Market Bank of AmericaFinancial Solutions Advisor Consumer Investments - Raleigh/Durham MarketRaleigh, North CarolinaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewAssociate Financial Advisor Wisepath GroupAssociate Financial AdvisorRaleigh, NC$60,000–$120,000 / yearWe have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®.Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.
Financial Solutions Advisor Registration Candidate - Raleigh/Durham Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Raleigh/Durham MarketCary, NCBack to search results Financial Solutions Advisor Registration Candidate - Raleigh/Durham Market Cary, North Carolina; Raleigh, North Carolina; Raleigh, North Carolina; Raleigh, North Carolina; Knightdale, North Carolina; Durham, North Carolina; Raleigh, North Carolina; Durham, North Carolina; Wake Forest, North Carolina; Chapel Hill, North Carolina; Holly Springs, North Carolina; Cary, North Carolina; Apex, North Carolina; Cary, North Carolina; Fuquay Varina, North Carolina; Greenville, North Carolina Additional locations Apply × To proceed with your application, you must be at least 18 years of age. 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.
Financial Planner - Entrepreneurial Path The Pelora GroupFinancial Planner - Entrepreneurial PathRaleigh, NCSIPC.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.
J.P. Morgan Wealth Management - Private Client Advisor - Cary, NC JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Cary, NCCary, NCFull timeUsing 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.
NewChief Financial Officer (CFO) Delta Oaks GroupChief Financial Officer (CFO)Raleigh, North CarolinaPosition Summary The CFO owns and drives the financial strategy, operations, systems, and reporting infrastructure to optimize profitability, increase enterprise value, and support long-term scalability. 4. Cash Flow & Capital Readiness Owns and manages short- and long-term cash planning to ensure liquidity, healthy working capital, and investment capacity.
Lead Advisor Hilltop Wealth Advisors, LLCLead AdvisorChapel Hill, NC$110,000–$175,000 / yearHilltop 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.
Registered Financial Assistant Coastal Credit UnionRegistered Financial AssistantRaleigh, NCFull time10%) 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.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorNCThe 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.
J.P. Morgan Wealth Management - Private Client Advisor - Cary, NC JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Cary, NCCary, NCUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Wendell, NC JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Wendell, NCWendell, NCThis 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.
J.P. Morgan Wealth Management - Private Client Advisor - Raleigh, NC JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Raleigh, NCRaleigh, NCUsing 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.
Wealth Advisor (Raleigh, NC) Mercer AdvisorsWealth Advisor (Raleigh, NC)Raleigh, North CarolinaAdvanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Relationship Manager - Financial Services, North Hills, NC AdvyzonRelationship Manager - Financial Services, North Hills, NCRaleigh, NC$70,000–$100,000 / yearIndustry experience in wealth management or fintech is a strong plus, but the most important attribute is a demonstrated ability to learn quickly, take initiative, and execute at a high level. The ideal candidate is self-driven, highly accountable, and proactive, with strong communication skills and the ability to quarterback client relationships end-to-end.
Financial Professional - NC, Raleigh (5234) Equitable Financial Life Insurance CompanyFinancial Professional - NC, Raleigh (5234)Raleigh, NCEquitable 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.
Wealth Management & Investment Advisor First Mid Bancshares, Inc.Wealth Management & Investment AdvisorClayton, North CarolinaResponsibilities include, but are not limited to: Manage a client book of business by helping them plan for what’s important to them, recommending services and solutions that are most appropriate to meet their client’s needs, and providing ongoing guidance and monitoring to develop a long-lasting relationship. We are currently looking for experienced financial advisors looking to grow their career, who share similar values and are eager to make a difference in our client’s financial lives.
Sales Advisor Hilltop Wealth Advisors, LLCSales AdvisorChapel Hill, NC$150,000–$200,000 / yearLead discovery, qualification, and closing conversations with prospective clients • Convert ideal prospects into long-term Hilltop clients • Identify opportunities to expand assets and planning relationships with existing clients • Cultivate client referrals and Centers of Influence (CPAs, attorneys, etc.) • Represent Hilltop professionally in community and growth-oriented settings • Partner with Lead Advisors to ensure a seamless onboarding and transition experience • Collaborate with planning, investment, and client service teams to support growth initiatives. • Extensive experience working with high-net-worth families • Strong understanding of comprehensive financial planning concepts • Excellent communication skills (verbal, written, empathy, and listening) • Demonstrates personal integrity and sound judgment • High emotional intelligence and comfort leading client conversations • Strong organizational skills and ability to manage multiple opportunities • Familiarity with tools such as eMoney, Holistiplan, and Nitrogen preferred.
NewManager of Financial Planning & Analysis Catholic Diocese BrandManager of Financial Planning & AnalysisRaleigh, North CarolinaPartner closely with the CFO and executive leadership to translate complex financial data into strategic insights; prepare high-quality presentations, dashboards, and reports for Executive Staff, the Diocesan Finance Council and investment committee. The ideal candidate is a proactive finance leader who balances meticulous, hands-on mastery of driver-based forecasting and data modeling with the communication style needed to brief executive leadership boards and diocesan committees.
College Planning Advisor Class 101 Wake County NCCollege Planning AdvisorCary, North CarolinaWe 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.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorNC$80,000–$95,000 / yearBusiness 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).
NewWealth Advisor F.N.B. CorporationWealth AdvisorRaleigh, NCWorks with internal bank and external network to develop leads for WM.Sells investment services directly and indirectly to clients, prospects, employees, Centers of Influence, community leaders and others who influence potential customers to positively impact financial results of the corporation. Prepares all required internal activities reporting, expense reporting, pipeline management and business planning reports and prepares sales activity reports, organic sales reports and external Center of Influence calling effort reports monthly, timely and in a manner consistent with current procedures.
Advisor Productivity & AI Tools Product Specialist CAPTRUSTAdvisor Productivity & AI Tools Product SpecialistRaleigh, North CarolinaThis role will work closely with the Product Manager, Strategy & Transformation Office, IT, vendors, and business teams to evaluate new capabilities, support feature releases, configure tools for advisor workflows, and drive adoption of solutions that enhance advisor productivity and client experience. The ideal candidate has strong problem-solving skills, a collaborative mindset, and an interest in developing deeper product expertise across AI-enabled tools, vendor capabilities, and emerging integration patterns that can improve business processes.
Trust Administration Advisor - Flexible Locations (Truist Geography) Truist Financial CorporationTrust Administration Advisor - Flexible Locations (Truist Geography)Raleigh, NCGeneral 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. Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts.
Business Connect Advisor-Raleigh Truist Financial CorporationBusiness Connect Advisor-RaleighRaleigh, NCBusiness Connect Advisor IIs will leverage their expertise and business acumen to facilitate relationship building and advising conversations and may be aligned to engage with more complex clients and prospects (such as businesses with multifaceted organizational structure or relationship needs). 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.