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Financial Advisor Jobs in Rolesville, NC (388)

Associate Financial Advisor

Edward Jones
Durham, NC
New
401(k)
Dental Insurance
Vision Insurance
Education
Icon: salary
$65k / year

Full Stack Engineer

Fidelity TalentSource
Durham, North Carolina
Part-Time

Registered Branch Associate

Edward Jones
Wake Forest, NC
401(k)
Dental Insurance
Vision Insurance
Education
Icon: salary
$29.08 / hour

Chief People Officer

Accoravillage
Raleigh, North Carolina

Financial Advisor - Career Change Opportunity

Edward Jones
Garner, NC
New
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$45k - $100k / year

Client Service Associate

Kestra Financial Independent Advisor
Raleigh, NC
‌

Client Service Associate - Tamarac Reporting

Envestnet
Raleigh, NC
Hybrid
401(k)
PTO
Dental Insurance
Vision Insurance
Education
Icon: salary
$44k - $66k / year
‌

Service Associate

Allworth Financial
Durham, NC
New
401(k)
Dental Insurance
Vision Insurance
‌

Brokerage Registered Client Service Associate

Truist
Raleigh, NC
Part-Time
401(k)
Dental Insurance
Vision Insurance
‌

Investment Counselor (Financial Advisor Alternative)

Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$10k / month
‌

Financial Advisor

Atria Wealth Solutions
Raleigh, NC
‌

Consultant, Engagement Financial Advisor/ GPS

Deloitte
Raleigh, NC
Diversity Leader
Icon: salary
$69.6k - $105k / year
‌

Merrill Financial Solutions Advisor - Carolina East Market

Bank of America
Raleigh, NC
Diversity Leader
Eco-Friendly
Icon: salary
$100k / year
‌

Financial Solutions Advisor Registration Candidate - Consumer Investments - Wakefield Financial Center

Bank of America
Raleigh, NC
Diversity Leader
Eco-Friendly
‌

Tax Senior - Investment Management - Private Wealth (East Coast)

Deloitte
Raleigh, NC
Diversity Leader
Icon: salary
$63.4k - $144.3k / year
‌

Tax Manager-Investment Management - Private Wealth (East Coast)

Deloitte
Raleigh, NC
Diversity Leader
Icon: salary
$85k - $193.4k / year
‌

Oracle Cloud Financial Consultant

Accenture
Raleigh, NC
Diversity Leader
Eco-Friendly
Icon: salary
$63.2k - $169.8k / year
‌

Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)

Deloitte
Raleigh, NC
Diversity Leader
Icon: salary
$119.5k - $272.1k / year
‌

Wealth Management Client Associate

Bank of America
Raleigh, NC
Diversity Leader
Eco-Friendly
‌

Financial Care Counselor - Duke Cardiology of Raleigh

Duke University
Raleigh, NC
Hospitality
Icon: salary
$500 / week
‌

Financial Care Counselor - Duke Cardiology of Raleigh

Duke Health
Raleigh, NC
Hospitality
Icon: salary
$500 / week
‌

Merrill Experienced Financial Advisor

Bank of America
Raleigh, NC
Diversity Leader
Eco-Friendly
Icon: salary
$48k - $100k / year
‌

Financial Assistance Advisor

ECPI University
Raleigh, NC
‌

Financial Advisor - Raleigh, NC

Thrivent Financial
Raleigh, NC
Hospitality
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$17 / hour
‌

Entry Level - Financial Advisor - NC, Raleigh (3747)

Equitable Advisors
Raleigh, NC
Entry-Level
Dental Insurance
Vision Insurance
‌

Financial Advisor Trainee - PCG (Cary, NC)

Raymond James Financial Services
Cary, NC
Health Insurance
‌

Financial Consultant

Powerwell
Raleigh, NC
401(k)
Dental Insurance
Vision Insurance
Icon: salary
$90 - $150 / day
‌

Personal Financial Counselor - Raleigh, NC

Magellan Health
Raleigh, NC
Icon: salary
$53.1k / year
‌

Financial Services Professional

Equitable Advisors
Raleigh, NC
Entry-Level
Dental Insurance
Vision Insurance
‌

Associate Legal Counsel

Envestnet
Raleigh, NC
Hybrid
401(k)
PTO
Dental Insurance
Vision Insurance
Education
‌

Project Manager

Envestnet
Raleigh, NC
New
Hybrid
401(k)
PTO
Dental Insurance
Vision Insurance
Education
‌

Financial Advisor

Harrison Gray Search and Consulting
🌎 Remote
Remote
401(k)
PTO
Health Insurance
‌

Financial Advisor

Mosaic Retirement Planning
🌎 Remote
Part-Time
Remote
Hourly

Job Description

Working as a Financial Advisor in Rolesville, NC

There are 388 Financial Advisor opportunities available in Rolesville, NC all with unique requirements.

A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.

Financial Advisor jobs near Rolesville, NC

  • Durham, NC
  • Raleigh, NC
  • Cary, NC

Financial Advisors in Rolesville, NC Resume Data

Average Experience for Financial Advisors in Rolesville, NC

  • More than 10 years: 67%
  • 6-10 years: 23%
  • 3-5 years: 6%
  • 1-2 years: 3%

Educational Background for Financial Advisors in Rolesville, NC

  • Bachelors: 54%
  • Masters: 22%
  • Diploma: 12%
  • Associates: 11%
  • Doctorate: 1%

Top Skill for Financial Advisors in Rolesville, NC

  • Customer focus & orientation: 21%
  • Sales skills: 18%
  • Work style: Reliability: 11%
  • Customer service: 9%
  • Attention to detail: 9%
  • Analyzing data: 8%
  • Principles of accounting: 6%
  • Administrative assistant/receptionist: 6%
  • Spreadsheets with Microsoft Excel: 6%
  • Verbal communication: 6%

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