Financial advisor trainee Jobs in Raleigh, NC
Create a job alert for this search
Financial advisor trainee • raleigh nc
Last updated: 20 hours ago
Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team.You will spend your day talking to clients about their financial objectives and risk tolerance...Show moreLast updated: 30+ days ago
Financial Advisor Careers at First Command : .Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reput...Show moreLast updated: 30+ days ago
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks.The ideal candidate will be eager to learn the financial services ropes needed ...Show moreLast updated: 16 days ago
The jobholder advises students regarding financial aid applications, awards, and miscellaneous matters.The jobholder also verifies and awards aid to eligible applicants, complying with all federal ...Show moreLast updated: 30+ days ago
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymon...Show moreLast updated: 30+ days ago
The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides financial analysis required to support the goals and objectives of Bayl...Show moreLast updated: 20 hours ago
Advisors are veterans or military spouses.First Command is committed to helping military families get their financial lives squared away.
As we continue to expand our advisor force, we are seeking l...Show moreLast updated: 30+ days ago
New York Life Raleigh is currently seeking Driving Financial Professionals to become part of our team.We are in interviewing leadership-oriented individuals who may be selected to become Financial ...Show moreLast updated: 30+ days ago
Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make...Show moreLast updated: 1 day ago
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 9 days ago
Our network of over 4,300 financial professionals across the is committed to fostering relationships that help people achieve meaningful financial wellness.
In total, Equitable Advisors serves mi...Show moreLast updated: 30+ days ago
The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank custom...Show moreLast updated: 6 days ago
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 10 days ago
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clien...Show moreLast updated: 30+ days ago
Join a Firm Where Vision Meets Impact.We are a high-performing, vision-aligned firm seeking a driven.Associate Financial Advisor (AFA).
If you're someone who values precision, purpose, and potential...Show moreLast updated: 3 days ago
Consults on investment and insurance strategies, as well as the development of financial plans for clients.Grows and retains an investment and insurance book of business.
Owns the client experience,...Show moreLast updated: 30+ days ago
Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals.This is an opportunity to...Show moreLast updated: 30+ days ago
Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you’l...Show moreLast updated: 30+ days ago
The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank custom...Show moreLast updated: 30+ days ago
Holistic Financial Advisor
Stone Press Financial GroupRaleigh, NC, USFull-time
Financial Advisor
First Command Financial Services, Inc.Raleigh, NC, USFull-time
Financial Advisor
Cornerstone Advisor GroupRaleigh, NC, USFull-time
Advisor, Financial Aid
Guilford Technical Community CollegeNorth Carolina, United StatesFull-time
- Promoted
Financial Advisor Trainee-Raleigh, NC
Raymond James FinancialRaleigh, NC, USFull-time
- Promoted
- New!
Financial Advisor II
North Carolina StaffingRaleigh, NC, USFull-time
Financial Advisor
First Command Financial Services, IncRaleigh, North Carolina,USFull-time
Entry Level Financial Advisor
New York LifeRaleigh, NC, USFull-time
- Promoted
Financial Advisor - Raleigh, NC
Thrivent Financial for LutheransRaleigh, NC, USFull-time
- Promoted
Financial Advisor - PNC Wealth Management
Delaware StaffingRaleigh, NC, USFull-time +1
Entry Level – Financial Advisor - NC, Raleigh (3747)
EquitableRaleigh, NC, UNITED STATESFull-time
- Promoted
Financial Advisor
United BanksharesRaleigh, NC, USFull-time
- Promoted
Financial Advisor - PNC Wealth Management
Maryland StaffingRaleigh, NC, USFull-time +1
Merrill Experienced Financial Advisor
Bank of AmericaRALEIGHFull-time
Associate Financial Advisor
Legacy Private Client ServicesCary, North Carolina, United StatesFull-time
Financial Advisor - PNC Wealth Management
PNCRaleigh , NCFull-time +1
Client Service Associate
Kestra Financial Independent AdvisorRaleigh, NC, United StatesFull-time
Financial Advisor
ThriventRaleigh, NC, USFull-time
Financial Advisor
United BankRaleigh, NC, USFull-time
- retail management (from $ 45,044 to $ 412,500 year)
- dentist (from $ 50,000 to $ 250,000 year)
- general dentist (from $ 180,000 to $ 250,000 year)
- product director (from $ 140,000 to $ 242,500 year)
- medical director (from $ 146,743 to $ 240,000 year)
- event planning (from $ 42,900 to $ 233,025 year)
- physician (from $ 84,928 to $ 227,750 year)
- associate dentist (from $ 162,500 to $ 224,500 year)
- software engineering manager (from $ 137,100 to $ 222,200 year)
- owner operator (from $ 88,650 to $ 221,000 year)
The average salary range is between $ 65,260 and $ 110,000 year , with the average salary hovering around $ 68,073 year .
Holistic Financial Advisor
Stone Press Financial GroupRaleigh, NC, US30+ days ago
Job type
- Full-time
Job descriptionBachelor's degree in business, finance, or related field. 3+ years of sales experience. Must have current FINRA Series 6 and 63 or 7 and 66 Securities Registration (65 a plus). Life and health license. Valid drivers license. Knowledge of mutual funds, securities, and insurance industries. Proficient in Word, Excel, Outlook, and PowerPoint. Comfortable using a computer for various tasks. Experience providing quality financial advice. Flexible Work Environment Comprehensive Training Provided Mentorship Opportunities from Financial Professionals Performance-Based Incentive Trips Tuition Reimbursement Basic Subsidy Allowance (requires qualification) Advisor Financing Plan (requires qualification)
Job Description
Job Description
Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial strategy. To excel in this tightly regulated role, you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.
Responsibilities :
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial strategy.
- Answering client questions about financial strategies and giving financial advice.
- Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
- Review client accounts and strategies on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- Resilience and humility.
- Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
- Implementing financial strategies or referring clients to professionals who can help them.
- Managing and updating client portfolios.
- Contacting clients regularly to discover changes in their financial status.
- Building and maintaining your client base.
Requirements :
What we offer :
Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA / SIPC, 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209, (704) 554-6404. Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC138878(0124)
Powered by JazzHR
l0OCgX6amt