Financial Advisor Jobs in Apex, NC (359)
Financial Advisor - Career Change Opportunity
Edward Jones
Apex, NC
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
Financial Care Counselor - DRAH Outpatient Service Access (Float Position)
Duke Health
Raleigh, NC
New
Charles Schwab | VP, Financial Consultant- Chapel Hill, NC
Charles Schwab
chapel hill, NC
New
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
Area Vice President - Southeast Atlantic
Thrivent
Raleigh, NC
New
401(k)
Dental Insurance
Vision Insurance
Parental Leave
$160k - $215k / year
Legal Counsel - Wealth
First Citizens
Raleigh, NC
New
Principal Director, Credit Products
Yodlee
Raleigh, NC
New
Diversity Leader
401(k)
PTO
Dental Insurance
Vision Insurance
Education
$164k - $246k / year
‌
Principal Director, Credit Products
Envestnet
Raleigh, NC
New
401(k)
PTO
Dental Insurance
Vision Insurance
Education
$164k - $246k / year
‌
Senior Software Engineer
Yodlee
Raleigh, NC
New
Diversity Leader
401(k)
PTO
Dental Insurance
Vision Insurance
Education
$120k - $180k / year
‌
Job Opportunity: YMCA of WNC Chief Financial Officer
Theurbannews
Raleigh, NC
New
Health Insurance
Dental Insurance
Vision Insurance
‌
Financial Advisor
Affordable Insurance Network
Raleigh, NC
New
‌
Entry Level - Financial Advisor
Equitable Advisors
Raleigh, NC
New
Entry-Level
Dental Insurance
Vision Insurance
‌
Financial Consultant
Powerwell
Raleigh, NC
New
401(k)
Dental Insurance
Vision Insurance
$90 - $150 / day
‌
Financial Services Professional
Equitable Advisors
Raleigh, NC
New
Entry-Level
Dental Insurance
Vision Insurance
‌
Paraplanner
lifeplan group
Raleigh, NC
401(k)
PTO
$80k - $100k / year
‌
Regional Sales Manager
Cetera Investment Services
Raleigh, NC
Health Insurance
‌
Wealth Advisor & Financial Planner
Elevation Wealth Partners
🌎 Remote
Part-Time
Remote
PTO
Dental Insurance
Flexible Schedule
$60 / hour
‌
Financial Advisor
State Farm
🌎 Remote
New
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
Education
$48k - $60k / year
‌
Financial Advisor
Mosaic Retirement Planning
🌎 Remote
New
Part-Time
Remote
Hourly
‌
Financial Advisor
Atria Wealth Solutions
Raleigh, NC
‌
Merrill Experienced Financial Advisor
Bank of America
Raleigh, NC
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Consultant, Engagement Financial Advisor/ GPS
Deloitte
Raleigh, NC
Diversity Leader
$69.6k - $105k / year
‌
Merrill Financial Solutions Advisor - Carolina East Market
Bank of America
Raleigh, NC
Diversity Leader
Eco-Friendly
$100k / year
‌
Financial Solutions Advisor Registration Candidate - Consumer Investments - Wakefield Financial Center
Bank of America
Raleigh, NC
Diversity Leader
Eco-Friendly
‌
Advisor Assistant
Capital Financial Advisory Group
Apex, NC
$35k - $40k / year
‌
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
Raleigh, NC
Diversity Leader
$63.4k - $144.3k / year
‌
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
Raleigh, NC
Diversity Leader
$85k - $193.4k / year
‌
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
Raleigh, NC
Diversity Leader
$119.5k - $272.1k / year
‌
Wealth Management Client Associate
Bank of America
Raleigh, NC
Diversity Leader
Eco-Friendly
‌
Oracle Cloud Financial Consultant
Accenture
Raleigh, NC
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Automotive Service Advisor / Writer | Weekends Off | Western Wake
Christian Brothers Automotive
Apex, NC
Hospitality
401(k)
‌
Financial Care Counselor - Duke Cardiology of Raleigh
Duke University
Raleigh, NC
Hospitality
$500 / week
‌
Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)
Deloitte
Raleigh, NC
Diversity Leader
$85k - $193.4k / year
‌
Sr. QA Lead Engineer
AdvisorEngine
Raleigh, NC
‌
Financial Advisor - Career Change Opportunity
Edward Jones
Apex, NC
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
Job Description
Working as a Financial Advisor in Apex, NC
There are 359 Financial Advisor opportunities available in Apex, 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 Apex, NC
Financial Advisors in Apex, NC Resume Data
Average Experience for Financial Advisors in Apex, NC
- More than 10 years: 64%
- 6-10 years: 24%
- 3-5 years: 8%
- 1-2 years: 4%
Educational Background for Financial Advisors in Apex, NC
- Bachelors: 52%
- Masters: 22%
- Diploma: 14%
- Associates: 11%
- Doctorate: 1%
Top Skill for Financial Advisors in Apex, NC
- Customer focus & orientation: 19%
- Sales skills: 17%
- Attention to detail: 13%
- Work style: Reliability: 12%
- Customer service: 10%
- Verbal communication: 7%
- Analyzing data: 6%
- Work style: Conscientiousness: 6%
- Administrative assistant/receptionist: 5%
- Call center customer service: 5%
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