Financial Advisor Jobs in Chapel Hill, NC (371)
Financial Advisor - Paid Training Provided
Edward Jones
Apex, NC
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
Associate Financial Advisor
Edward Jones
Durham, NC
401(k)
Dental Insurance
Vision Insurance
Education
$65k / year
Client Service Associate
Kestra Financial Independent Advisor
Raleigh, NC
New
Service Associate
Allworth Financial
Durham, NC
401(k)
Dental Insurance
Vision Insurance
Client Service Associate
Stifel
Chapel Hill, NC
New
401(k)
Dental Insurance
Vision Insurance
Client Services Associate
Hilltop Wealth Advisors
Chapel Hill, NC
‌
Brokerage Registered Client Service Associate
Truist
Raleigh, NC
New
Part-Time
401(k)
Dental Insurance
Vision Insurance
‌
Prestige Beauty Advisor
Ulta Beauty
Chapel Hill, NC
New
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Financial Advisor
Atria Wealth Solutions
Raleigh, NC
‌
Consultant, Engagement Financial Advisor/ GPS
Deloitte
Raleigh, NC
Diversity Leader
$69.6k - $105k / year
‌
Merrill Financial Solutions Advisor - Carolina East Market
Bank of America
Chapel Hill, 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
‌
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
‌
Event Coordinator - Financial Firm - Cary, NC
Advisor Employee Services
Cary, NC
New
Hospitality
PTO
$50 / hour
‌
Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)
Deloitte
Raleigh, NC
Diversity Leader
$85k - $193.4k / year
‌
Merrill Experienced Financial Advisor
Bank of America
Raleigh, NC
New
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Financial Advisor - Durham, NC
Thrivent Financial
Durham, NC
New
Hospitality
Health Insurance
Dental Insurance
Vision Insurance
$17 / hour
‌
Financial Assistance Advisor
ECPI University
Raleigh, NC
New
‌
Entry Level - Financial Advisor - NC, Raleigh (3747)
Equitable Advisors
Raleigh, NC
New
Entry-Level
Dental Insurance
Vision Insurance
‌
Financial Advisor Trainee - PCG (Cary, NC)
Raymond James Financial Services
Cary, NC
New
Health Insurance
‌
Associate Financial Advisor - Durham, NC
Edward D. Jones & Co., L.P
Durham, NC
New
‌
Financial Consultant
Powerwell
Raleigh, NC
New
401(k)
Dental Insurance
Vision Insurance
$90 - $150 / day
‌
Personal Financial Counselor - Raleigh, NC
Magellan Health
Raleigh, NC
New
$53.1k / year
‌
Financial Services Professional
Equitable Advisors
Raleigh, NC
New
Entry-Level
Dental Insurance
Vision Insurance
‌
Project Manager
Envestnet
Raleigh, NC
New
Hybrid
401(k)
PTO
Dental Insurance
Vision Insurance
Education
‌
Financial Care Counselor - Duke Cardiology of Raleigh
Dukehealth.org
Raleigh, NC
Hospitality
$500 / week
‌
Financial Care Counselor - DRAH Outpatient Service Access (Float Position)
Duke University
Durham, NC
New
‌
Financial Advisor
Mosaic Retirement Planning
🌎 Remote
New
Part-Time
Remote
Hourly
‌
Financial Advisor
Harrison Gray Search and Consulting
🌎 Remote
New
Remote
401(k)
PTO
Health Insurance
‌
Prestige Beauty Advisor
Ulta Beauty
Chapel Hill, NC
New
Job Description
Working as a Financial Advisor in Chapel Hill, NC
There are 371 Financial Advisor opportunities available in Chapel Hill, 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 Chapel Hill, NC
Financial Advisors in Chapel Hill, NC Resume Data
Average Experience for Financial Advisors in Chapel Hill, NC
- More than 10 years: 66%
- 6-10 years: 22%
- 3-5 years: 8%
- 1-2 years: 4%
Educational Background for Financial Advisors in Chapel Hill, NC
- Bachelors: 62%
- Masters: 22%
- Diploma: 9%
- Associates: 7%
Top Skill for Financial Advisors in Chapel Hill, NC
- Customer focus & orientation: 18%
- Attention to detail: 16%
- Sales skills: 16%
- Verbal communication: 10%
- Customer service: 8%
- Analyzing data: 8%
- Administrative assistant/receptionist: 6%
- Spreadsheets with Microsoft Excel: 6%
- Project timeline management: 6%
- Work style: Reliability: 6%
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