Financial Advisor
$100k - $250kStrategic People Advisors
About Strategic People Advisors Strategic People Advisors is an executive search and talent acquisition firm. We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. This role is a direct-hire placement with our client agency, offering a structured transition program, full back-office administrative support, and localized marketing assistance. Position Overview We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent business-owner model without the burden of managing overhead alone. You will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity. Key Responsibilities Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and business owners. Analyze complex client situations to design custom asset-protection, retirement income, and estate-planning solutions. Foster and expand regional client networks by utilizing the firm's localized CPA alliances and marketing channels. Deliver high-touch relationship management to ensure exceptional client retention and long-term satisfaction. Requirements Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations. Active State Life & Health Insurance License. 3+ years of experience as a producing Financial Advisor with a clean regulatory record (FINRA BrokerCheck). Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process. Compensation & Professional Development Transition financing and highly competitive commission payout schedules. Access to shared corporate office space and administrative assistant support. Direct pathways for book acquisition and structured practice succession planning. Annual earnings range of $100,000 - $250,000+ depending on performance. This is an entrepreneurial, performance-based compensation model featuring commission structures, fee-sharing splits, and passive residual income. Transition financing is available for qualified advisors transitioning an existing book of business. To learn more about candidate advocacy and talent matching, visit strategicpeopleadvisors.com. #J-18808-Ljbffr Strategic People Advisors
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a...SuggestedFull timeContract workFor contractorsWork at office$100k - $250k
...established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic... ...Position Overview We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent...SuggestedWork at officeLocal area$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...SuggestedFull timeFor contractorsInternshipLocal areaFlexible hours$92k - $140k
Director, Executive Search at JustinBradley JustinBradley’s client, a national wealth management firm, is adding a Financial Advisor to their team. The firm's financial planning expertise and tailored approach in meeting the needs of their clients has resulted in steady...SuggestedFull time- Duke University Health System - Patient Revenue Management Office (PRMO) seeks to hire a Financial Care Counselor who will manage patient accounts and ensure insurance requirements are met prior to service. The role involves arranging payment options, screening for government...SuggestedWork at office
- Duke University Health System is seeking a Financial Care Counselor to support patient accounts, verify insurance coverage, and discuss financial options prior to services. The role emphasizes accuracy, compliance, and compassionate communication in a fast-paced hospital...
$115.92k
...Job Description Job Description Are you an experienced financial professional who wants to take your practice to the next level?... .... Eagle Strategies LLC offers its properly licensed Financial Advisors with the opportunity to build the financial advisory practice...Contract workFixed term contract$115.92k
...If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At... ...journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the...Contract work- Primary Office Location:1050 Yunus Rd. Durham, North Carolina. 27703. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This...Work at officeNight shift
- Security AnalystAs a Security Analyst on our team, you'll use your experience to work with Veterans Affairs (VA) Information System Owners (ISO), Information System Security Officers (ISSO), site managers, and other system stakeholders to coordinate and drive the completion...
$80.4k - $223.9k
...Financial Planning And Accounting Director Directs financial planning and accounting practices including: budgeting, costing, financial analysis, and long-range forecasting for a mid-sized market or regional function(s). Partners with the business, providing subject...Full timePart timeLocal areaImmediate startWorldwide- ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$250k - $340k
...Job Description Job Description Finance, Bankruptcy & Restructuring Associate — Financial Services (North Carolina) Restructuring and private credit are two of the hottest practice areas in the market right now — join a sophisticated Financial Services team handling...Immediate start- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
- ...lobby, educate them on self-service options, and process transactions efficiently. You will develop deep conversations to understand financial priorities and connect clients to suitable solutions. Responsibilities include managing cash, coordinating with specialists, and...Weekend work
- ...Voluntary and Company provided Benefits*//* /Build YOUR future with D.R. Horton, America’s Builder. #WeBuildPeopleToo/ Job: * Financial Services Organization: * Mortgage Title: Loan Processor Location: North Carolina-Durham Requisition ID: 26037...
- Bilingual TellerLCCU is looking for a Bilingual Teller who is willing to learn and grow with the organization. The Teller I provides quality, front line service to members, and includes transactional duties, maintaining accurate transactional records, and provides payment...Work experience placementWork at officeShift work
- ...Bachelor’s degree Certifications No required certifications. Licenses Subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Benefits PNC offers a comprehensive range of benefits, including medical, prescription drug,...Work experience placementWork at office
- Habitat For Humanity Of Durham is seeking a financial advisor responsible for helping clients achieve their financial goals. You will triage client leads, advise on investments, and guide clients through building financial plans with brokerage products. The ideal candidate...
- ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...
- ...Branch Manager and Business Banker. Create client loyalty and grow client share of wallet through lobby engagement, education on financial options, and effective use of technology, tools, and resources. Manage risk by adhering to all policies and procedures, demonstrating...Work experience placement
- ...claims. Recommend resolution, and complete negotiation of resolution within authority granted by Director. Complete notifications and financial recommendations needed for compliance with tracking and insurer requirements, including insurance carrier notifications, reserve...
- TinkBird Healthcare Staffing seeks an experienced Risk Management Director to join the leadership team of a well-established Federally Qualified Health Center (FQHC) in Durham, NC. The role is ideal for a Nurse Practitioner, Physician Assistant, or Registered Nurse with...
- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related...
- ABOUT LCI The mission of LCI is to provide meaningful employment for the blind and visually impaired. We accomplish this in four ways: EMPLOY: We are one of the largest employers of people who are blind, creating meaningful careers and lasting skills that transform...For contractorsLocal areaMonday to Friday
- ...Wealth Advisor Investors Trust Company Chapel Hill, NC (in-office) Join a highly respected wealth management team where your expertise in financial planning and relationship management will directly influence client success. This is a senior-level opportunity...Work at office
$25 per hour
...time off plus 11 paid holidays in the first year Advancement opportunities Arkansas Federal Credit Union membership The role… As a Financial Service Representative, you serve as an advocate and financial expert dedicated to helping members achieve their financial goals....Hourly payTemporary work$16 per hour
Job Description Job Description Description: ***On-Site*** Join Our High-Energy Healthcare Call Center Team! At Revco Solutions we provide exceptional customer service to the patients we service. As a leading healthcare call center, we are seeking highly motivated...Work at officeWork from home- ...the guidance of the Head of Investor Relations to act as a liaison between the company and the public on strategy, pipeline, and financial matters. The Analyst will play a critical role in supporting communications collateral development, investment community interactions...Work at office3 days per week
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