136 Results for

Financial Representative Jobs in Durham, NC

Jobs

Raleigh, North Carolina

Full time

The Financial Services Producer works with lenders and financial institutions to provide financial services to dealership customers. Ability to effectively present information in one-on-one and small group situations to customers and other employees.

30+ days ago

Raleigh, NC

$65,000–$120,000

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions:

Willingness to work outside 90% of the time for extended periods in any season, with potential exposure to inclement weather. Our mission is to provide peace of mind and protection to families across the country, and we achieve this by offering cutting-edge security solutions and exceptional customer service.

1 day ago

Raleigh, NC

Full time

As a testament to our commitment to service, Globe Life companies have more than 17 million policies in force – more than any other life insurance company in the country (excluding reinsurance companies; as reported by S&P Global Market Intelligence 2023). Our mission is to provide products and services that empower our customers to help secure their financial future and protect their families in times of need.

23 days ago

Raleigh, NC

Remote

$18.84–$26.77 / hour

p>Summary:

Responsible for performing a variety of complex pre-services, financial counseling and customer service related functions for patients and/or their representative including pre-service estimates, collection of pre-payments, collection of prior debt, obtaining authorizations, addressing billing questions, establishing payment plans, screening for financial assistance, responding to MyUNCChart inquiries and other Customer Service requests for both hospital and physician services.

This is a remote position eligible for hire from: Alabama, Alaska, Arizona, Arkansas, Florida, Georgia, Idaho, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Mississippi Missouri, Montana, Nebraska, New Hampshire, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, West Virginia, Wisconsin and Wyoming.

30+ days ago

Raleigh, NC

$97,000–$192,000 / year

Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.

30+ days ago

CARY, NC

p>The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.

30+ days ago

Chapel Hill, NC

$18.84–$26.77 / hour

This position is employed by NC Health (Rex Healthcare, Inc., d/b/a NC Health), a private, fully-owned subsidiary of UNC Health Care System, in a department that provides shared services to operations across UNC Health Care; except that, if you are currently a UNCHCS State employee already working in a designated shared services department, you may remain a UNCHCS State employee if selected for this job. The Revenue Cycle Financial Representative Payment Poster is responsible for researching and resolving payment discrepancies by reviewing Explanation of Benefits (EOBs), Electronic Remittance Advices (ERAs), payer correspondence, financial documentation, and system data to ensure accurate reimbursement and account integrity.

2 days ago

Clayton, North Carolina

To support the delivery of Financial Advisory Services in the district by helping to service existing FAS member relationships, assisting members with basic financial empowerment initiatives, and helping to introduce members to FAS solutions and products. Delivers training on FAS solutions to branch staff to aid in both improving the quality of member referrals to FAS and educating employees on how FAS solutions can help improve their own financial wellbeing.

30+ days ago

Garner, North Carolina

Professional Financial Services (PFS) has been purchasing retail installment contracts for new and used automobiles, trucks and motorcycles originated by franchise and independent vehicle dealers since 1995. If you are ready to make a difference, join an enthusiastic team and start a lifelong career, “Come Begin Your Story” as a Customer Service Representative!

27 days ago

Durham, North Carolina

Qualifications:

Bachelor's Degree and 1 year of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program.

Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.

2 days ago

Durham, NC

p>Bachelor''s Degree and 1 year of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program.

7 days ago

Raleigh, North Carolina

Langley Ambassador – Demonstrates a passion for Langley’s vision, encouraging diversity, equity and inclusion while considering Langley’s values when making decisions and taking accountability for delivering results. Continuous Learner – Maintains an understanding of Langley’s business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.

5 days ago

Cary, North Carolina

p>Langley is committed to being the best place you will ever work, and it all begins with our comprehensive employee benefits package, which includes affordable medical, dental, and vision plans in addition to:

Investing in You:.

Continuous Learner – Maintains an understanding of Langley’s business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.

13 days ago

Raleigh, North Carolina

A bachelor’s degree in business management, finance, or a related field, four years of experience in a financial institution, sales or service experience advising customers when choosing between options, or an equivalent combination of education and experience is required. Continuous Learners – Maintains an understanding of Langley’s business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.

30+ days ago

Clayton, NC

As a State Farm team member for Chad Richards - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

30+ days ago

Garner, NC

Full time

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You’ll know you are a successful Customer Service Representative when you:

Provide outstanding customer service and problem resolution .

16 days ago

Raleigh, North Carolina

$61,000–$250,000 / year

ul style="margin-bottom:0;margin-top:0">

Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: 
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.

23 days ago

Raleigh, NC

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.

30+ days ago

Durham, NC

$45,000–$100,000 / 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.

25 days ago

Raleigh, NC

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

15 days ago

Chapel Hill, NC

$120,000–$125,000 / year

With over 15 years in business, we are excited to welcome a Financial Advisor who shares our passion for dedication to our clients and to continuous improvement as a trusted steward of their financial success.

The Financial Advisor role is a full-time, salaried position with a competitive benefits package, performance-based growth opportunities, and the potential opportunity to earn equity based on contribution to the firm’s success..

30+ days ago

Durham, NC

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.

30+ days ago

Butner, NC

Sunrock Industries maintains an approved vendor list for recruiting services and will only consider candidate submissions from approved firms when Sunrock has specifically engaged the firm to assist with a search for designated roles.

The Senior FP&A Analyst plays a key role in supporting financial planning, forecasting, and operational analysis across a vertically integrated aggregates and construction materials business.

30+ days ago

Raleigh, North Carolina

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.

27 days ago

Raleigh, NC

p>• 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.

30+ days ago

Cary, NC

p>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.

30+ days ago

Durham, NC

Full time

p>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.

21 days ago

Raleigh, North Carolina

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.

21 days ago

Raleigh, NC

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.

30+ days ago

Raleigh, NC

30+ days ago

Cary, NC

Full time

p class="MsoNormal">©2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), Banking products and services are provided by First Command Bank (Member FDIC)..

30+ days ago

Raleigh, North Carolina

Provide direction to functional counterparts in operating units as required, and to operating and senior management on matters involving cost determination problems, or issues such as inventory valuation, distribution of overhead, treatment of joint costs and product pricing. Financial Analyst provides decision support by collecting, analyzing and interpreting data, as well as forecasting business trends to support the overall strategic and operating plans of Advance Auto Parts.

30+ days ago

Raleigh, North Carolina

FP&A Analyst will support the full capital lifecycle, including business case development, investment prioritization and approval through the Capital Investment Committee (CIC), depreciation forecasting, and post-investment performance analysis. This role is responsible for supporting the prioritization, approval, and financial management of capital investments to ensure alignment with strategic priorities and realization of expected financial returns.

5 days ago

Raleigh, North Carolina

The Analyst will leverage data, AI-driven tools, and automation to embed analytics across finance operations—delivering business intelligence, continuous monitoring, and financial assurance over critical data. The role will strengthen the company’s control environment by building automated accounting controls, performing finance analytics, and providing real-time insights that drive confident decision-making.

5 days ago

Raleigh, NC

p>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.

30+ days ago

Raleigh, NC

Responsibilities:Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategiesUnderstands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutionsShadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growthLeverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracyParticipates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisorBuilds relationships with internal service providers based on client needs and asset thresholdsManages risk proactively in every aspect of business, product, and service transaction leveraging available toolsThe Advisor Development Program (ADP) Journey:During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. 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.

26 days ago

Raleigh, NC

These systems include but are not limited to: BlackLine, SAP General Ledger, SAP Subledger (Accounts Payable, Fixed Assets/Asset Accounting, Accounts Receivable), SAP Business Warehouse, SAP ARIBA, SAP Concur Travel and Expense, SAP Fieldglass, Real Estate Management, Legal Matter and Expense Management, Master Data Management, Oracle Hyperion and Oracle Data Relationship Management.

Partner with cross functional teams in support of the daily, monthly, quarterly, and annual processing and reporting cycles to internal Executive Management and all external regulatory and Securities and Exchange Commission (SEC) reporting to Federal Deposit Insurance Corporation (FDIC), Federal Reserve Bank (FRB) and other regulatory agencies, as required.

30+ days ago

Raleigh, NC

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session.

Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

20 days ago

Raleigh, NC

li>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.

30+ days ago

Raleigh, NC

Complete physical activity inventory of the position includesSit for long periods of timeOperate computer keyboard and mouse for date entryView computer monitorHear and speak via telephoneReach forward andor overheadOccasionally lift up to 20 poundsWork EnvironmentThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. QualificationsBachelors degree or foreign equivalent in Mathematics Computer Science Engineering Statistics Business Analytics or a related subject area followed by 2 years of work experience on data analysis.

25 days ago

Raleigh, North Carolina

$100,000–$130,000 / year

p>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.

30+ days ago

Raleigh, NC

$15–$16.50 / hour

p>In this fast-paced role, you will create exceptional client experiences, build trust through compassionate service, manage appointments and daily patient flow, handle multi-line phones and in-person interactions, process transactions, and support clients with essential information about our services.

Boulevard Animal Hospital is seeking an outgoing Veterinary Receptionist / Client Service Representative to serve as the welcoming face of our hospital.

8 days ago

Hillsborough, North Carolina

As an Entry-Level Sales Representative, you'll take point in building relationships with local businesses and individuals, helping them understand benefits that protect their teams, families, and futures. Our team is built on trust, accountability, and a shared commitment to service values that make this a strong fit for those with military, law enforcement, or public service backgrounds who are ready for a new mission in civilian life.

1 day ago

Morrisville, North Carolina

We're a team built on trust, integrity, and genuine care, supporting each other while making a real difference in our communities every day. If you're ready for a career where your care, integrity, and dedication truly matter join Compass Business Group.

28 days ago

Wendell, North Carolina

We're proud to welcome first responders EMTs, firefighters, paramedics, and public safety professionals who want to continue serving their communities in a new way. Our team helps families and businesses prepare for life's unexpected challenges with supplemental insurance that provides peace of mind and financial stability.

9 days ago

Roxboro, North Carolina

We proudly welcome veterans and service members ready to use their leadership, discipline, and purpose-driven mindset in a new mission: helping others gain financial security and peace of mind. Compass Business Group helps families and small businesses protect what matters most through supplemental insurance solutions.

16 days ago

Raleigh, NC

Full time

li style="margin-bottom:11px">Facilitate care management to arrange/coordinate an array of services such as medical, emergency, psychological, financial (representative payee), family consultation and court systems that will help the individual meet daily needs, remain safe, and optimize their functional abilities despite high risk behavior.

Must be able to physically perform the basic life operational functions of climbing, balancing, stooping, kneeling, crouching, crawling, reaching, standing, walking, pushing, pulling, lifting, fingering, grasping, feeling, talking, hearing, and repetitive motion.

30+ days ago

Raleigh, North Carolina

Facilitate care management to arrange/coordinate an array of services such as medical, emergency, psychological, financial (representative payee), family consultation and court systems that will help the individual meet daily needs, remain safe, and optimize their functional abilities despite high risk behavior. Must be able to physically perform the basic life operational functions of climbing, balancing, stooping, kneeling, crouching, crawling, reaching, standing, walking, pushing, pulling, lifting, fingering, grasping, feeling, talking, hearing, and repetitive motion.

20 days ago

Clayton, North Carolina

ROLE DESCRIPTION:As a Customer Service Representative - State Farm Agent Team Member with Chad Richards - State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.

30+ days ago

Raleigh, North Carolina

ROLE DESCRIPTION: As Account Representative - State Farm Agent Team Member for Chad Richards - State Farm Agent, you are vital to our daily business operations and customers’ success. We are located in Raleigh, NC and help customers with their insurance and financial services needs, including: Auto insurance.

30+ days ago

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Financial Representative Jobs in Durham, NC

Financial Services Producer Hendrick Automotive Group Corporate

Outside Sales Representative - Paid Weekly - Paid Training Safe Haven Security

Sales Representative Company Confidential

Revenue Cycle Financial Representative - Financial Counseling UNC Health

Financial Representative - Seeking Growth Polk Region - Modern Woodmen of America

Financial Representative Western & Southern Life

Revenue Cycle Financial Representative UNC Health

Financial Advisory Services Representative State Employees' Credit Union

Financial Services Representative Security Finance

Financial Services Representative - Durham Main (Personal Banker) First Citizens Bank

Financial Services Representative - Durham Main (Personal Banker) First Citizens BancShares Inc

Financial Service Representative Langley Federal Credit Union

Financial Service Representative - Bilingual Spanish preferred Langley Federal Credit Union

Senior Financial Service Representative Langley Federal Credit Union

Financial Services Representative – State Farm Agent Team Member Chad Richards - State Farm Agent

Financial Services Representative Professional Financial Services

Financial Advisor Northwestern Mutual

Financial Planning Officer Truist Financial Corp

Financial Advisor Edward D Jones & Co LP

Financial Planner - Entrepreneurial Path The Pelora Group

Financial Advisor Transcend Practice Management

Associate Financial Advisor Edward D Jones & Co LP

Senior Financial Analyst Sunrock

Financial Advisor - PNC Wealth Management PNC Bank

HFA Financial Advisor Senior -Branch Huntington Bancshares Inc

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

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

Financial Advisor Associate (TRAINING & LICENSING PROVIDED) Career Headhunter

Associate Bank Financial Advisor Wells Fargo & Co

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

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

Sr. Financial Analyst, PRO Sales Advance Stores Company

Sr. Financial Analyst Advance Stores Company

Financial Controls & Data Insights Analyst Advance Stores Company

Financial Advisor - Raleigh, NC FNB Corp

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

Financial Systems Support Lead Truist Financial Corp

Personal Financial Counselor - Raleigh, NC Magellan Health Inc

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

Financial Analyst - Finance/Fuel Circle K Stores Inc

Financial Advisor - Endowments and Foundations CAPTRUST

Veterinary Receptionist / Client Service Representative Boulevard Animal Hospital

Entry Level Sales Representative The Compass Business Group

Entry-Level Sales Representative – Make An Impact Helping Others The Compass Business Group

Entry-Level Sales Representative – Ideal For First Responders The Compass Business Group

Entry-Level Sales Representative – Veterans Encouraged to Apply The Compass Business Group

Guardian Representative Empowering Lives Guardianship Svcs LLC

Guardian Representative Empowering Lives Guardianship Svcs

Customer Service Representative - State Farm Agent Team Member Chad Richards

Account Representative - State Farm Agent Team Member Chad Richards

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