Senior Wealth Advisor & Financial Planner
$85k - $145kMerceradvisors
Mercer Advisors in Raleigh, NC, is looking for a Wealth Path Wealth Advisor to support regional business development and client service efforts. You will function as a trusted advisor to a portfolio of clients, ensuring retention and onboarding of new clients. The ideal candidate will have extensive knowledge of investment, finance, and tax planning. The position offers a competitive salary range of $85,000 to $145,000 annually, along with a comprehensive benefits package. #J-18808-Ljbffr Merceradvisors
- A national financial advisory firm is seeking a Lead Advisor in North Carolina. In this full-time role, you will act as a Personal CFO for clients, manage wealth management plans, and leverage resources to help clients meet their financial goals. Candidates must have a...SeniorFull timeWork at office
- First Citizens Bank's Wealth team seeks a Wealth Consultant to identify and acquire high net worth clients, delivering integrated wealth management and financial planning. You will serve as the primary relationship manager, coordinating with specialists to provide an exceptional...Senior
- First Citizens Bank is seeking a Wealth Consultant to identify, acquire, expand, and retain high net worth clients through comprehensive wealth management and financial planning solutions. You will serve as the primary relationship manager, coordinating with specialists...Senior
- Atlantic Union Bank is seeking a Senior Financial Consultant to provide investment solutions for individuals and businesses, while building... ...You will partner with AUFC branches to deliver comprehensive wealth management services. The role requires strong knowledge of investments...SeniorFull time
$85k - $145k
Mercer Advisors is hiring a Wealth Path Wealth Advisor to manage a book of 150-250 clients, focusing on client retention and asset growth. Candidates... ...should hold a Bachelor's degree and a Certified Financial Planner designation, with considerable experience in wealth...SeniorMonday to Friday$105.4k - $207.8k
...stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and... ...for this role ends on 08/26/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible for… Supporting...SeniorLocal areaVisa sponsorship- ...our U.S. presence, Implement Consulting Group is looking for a Senior Management Consultant with prior experience at a reputable management... ...continued U.S. growth journeyIf you are motivated by combining financial rigor with real transformation impact, we would love to hear...SeniorTemporary work
$77k - $202k
...& SummaryThe OpportunityAs an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various... ...role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will be...SeniorFull timeH1b$105.4k - $207.8k
...empower clients to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence. Recruiting for this role ends on 09/30/2026. As a Senior Consultant and ServiceNow Platform Lead within our Finance Transformation Tech...SeniorLocal areaVisa sponsorship- Sia is seeking a Senior Consultant to join our Financial Services Consulting practice as a Forward Deployed Business Analyst. The role embeds with client... ..., advise executives, and help design solutions across wealth management, capital markets, and risk & compliance. #J...Senior
$110.7k - $218.3k
Position Summary Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders... ...Retail, Commercial, Transaction, Wholesale, Cards & Payments, Wealth/Investment Mgmt, Capital Markets, Real Estate, FinTech/PE)....SeniorWork at officeVisa sponsorship$116.2k - $229.1k
...ends on 09/14/2026. Work you'll do As a Finance Analytics & AI Senior Consultant, you’ll work with the best in the business to solve... ...Business Finance team helps unlock strategic value through enhanced financial planning, forecasting, and analytics capabilities. By combining...SeniorLocal areaVisa sponsorship- A leading financial institution is seeking a Private Banker in Raleigh, NC to advise clients on wealth management and build strong relationships. The ideal candidate will have over 6 years of experience in private banking or financial services, a Bachelor's degree, and...Senior
- Workday Senior Certified Financials Consultant, Record to Report Join Intecrowd LLC to apply for the Workday Senior Certified Financials Consultant, Record to Report role. Founded by former Workday clients, Intecrowd values partnership and engagement. Leveraging years...SeniorFull timeContract workRemote work
- Job Category : Z - Wealth Management Requisition Number : SENIO010297 Posted : July 31, 2026 Full-Time Hybrid Locations Showing... ...and objectives and maintaining client relationships. The Senior Financial Consultant position actively partners with Atlantic Union Bank...SeniorFull timeBank staffWork at officeLocal area
- A leading financial services firm is seeking a Private Banker to join its U.S. Private Bank in Raleigh, North Carolina. The ideal candidate... ...be responsible for managing client relationships, advising on wealth management, and generating new business. An entrepreneurial...Senior
- JPMorganChase is looking for an experienced Private Banker in Raleigh, NC, to provide financial advice and manage client relationships effectively. The role requires at least six years of experience in the financial services sector and a Bachelor's degree. You will be responsible...Senior
- ...company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative... ...to demonstrate confidence and act as a trusted advisor.Ability to communicate effectively both verbally and in writingAbility...SeniorWork at officeLocal areaDay shift
- Blue Cross NC is seeking a Principal Financial Advisor to serve as a strategic finance leader at the intersection of financial analysis, business... ..., and enterprise transformation. This role partners with senior leaders to influence decisions, optimize expenses, and drive...Senior
$112k - $116.5k
...transformation, IT & digital strategy. Financial Institutions have drastically... ...seeking a highly motivated Senior Consultant to join our... ...your expertise lies in wealth and asset management, capital... ...You will act as a strategic advisor, AI operator, and execution partner...SeniorWork experience placementWork at officeImmediate startWorldwide3 days per week- Senior Analyst, FP&A page is loaded## Senior Analyst, FP&Alocations: Remote - North Carolinatime type: Full timeposted on: Posted Yesterdayjob... ...on senior leadership.**What you'll need:*** 4-7 years FP&A or financial modeling experience.* Strong Excel and planning tool capability...SeniorRemote workFlexible hours
$46.99k - $122.4k
...a time. Primary Responsibilities: Assists in the development and preparation of annual budgets, forecasts, and long-term financial plans by collaborating with stakeholders to gather inputs, analyze financial data, and provide recommendations for financial targets...SeniorFull timeWork experience placement$116.2k - $229.1k
..., market volatility, and regulatory change, such as IFRS 17 and LDTI. As an FP&A Senior Consultant focused on the insurance industry, you will help insurance carriers strengthen financial planning, forecasting, and analytics capabilities so they can make more informed...SeniorLocal areaVisa sponsorship- Relay is seeking a Senior Financial Analyst to join the FP&A team in Raleigh, NC. You will own planning, forecasting, and reporting, partnering with leaders to shape strategy as Relay scales toward an IPO. With 2-3 years in a rigorous analytic environment and fluency in...SeniorWork at office
- Relay, Inc. in Raleigh, NC seeks a Senior Financial Analyst on the FP&A team to lead planning, forecasting, and reporting during a defining growth phase toward an IPO. The role is hands-on and high-ownership, ideal for an early-career professional with 2-3 years in a rigorous...Senior
- ...boards and staff and develop innovative rate programs while supporting retail billing processes. Qualifications include a BA/BS in an analytics field, 3+ years in rate development or financial analysis, and strong Excel (SAS preferred). #J-18808-Ljbffr ElectriCities of NCSenior
- A leading healthcare provider in Raleigh, North Carolina is looking for a financial professional to support process improvement initiatives and analyze profitability. The ideal candidate will have at least 3 years of experience in a relevant position and 6 years of expertise...Senior
$77k - $202k
...ApplicableSpecialismOracleManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Oracle Cloud Finance - Senior Associate, you will specialize in using and managing the Oracle Financials software, an integrated financial management system that provides tools for managing financial...SeniorFull timeH1b- CVS Health is seeking an FP&A Senior Analyst to support the financial planning, forecasting, budgeting, and performance management for Retail Store Payroll and related labor expenses. The role involves partnering with Finance and Operations leadership to forecast labor...Senior
- Couchbase, Inc. is seeking a Senior Financial Analyst on the GTM Finance team to own the ARR modeling, revenue outlook, and unit economics for the company’s top-line performance. You will develop auditable models across product lines, support board-ready reporting, and...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor & Financial Planner. Be the first to apply!
- financial planner cfp Raleigh, NC
- senior financial advisor Raleigh, NC
- strategic finance associate Raleigh, NC
- oracle financial functional consultant Raleigh, NC
- associate leveraged finance Raleigh, NC
- entry level financial advisor Raleigh, NC
- wealth advisor associate Raleigh, NC
- junior oracle financial functional consultant Raleigh, NC
- financial advisor development program Raleigh, NC
- jde finance consultant Raleigh, NC

