Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client-First Financial Advisor

Stone-Press-Financial-Group

Stone Press Financial Group in Raleigh, North Carolina is seeking an Associate Financial Professional to assist clients in achieving their financial goals. Ideal candidates must have a Bachelor's degree in business or finance and excellent communication skills. The role involves aiding clients with financial recommendations, establishing client relationships, and ensuring exceptional customer service. Candidates should be equipped with a CPA license, CFP, and FINRA Series 7 and 66. The company values integrity and offers structured support for career growth. #J-18808-Ljbffr Stone-Press-Financial-Group

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client-First Financial Advisor in Raleigh, NC vacancy
  • $80k

    Stone Press Financial Group in Raleigh, NC is seeking an experienced Financial Advisor to assist clients in achieving their financial goals. The ideal candidate will possess a Bachelor's degree in business or finance, a proven track record of successful advising relationships... 
    Suggested

    WizeHire, Inc

    Raleigh, NC
    3 days ago
  • First Horizon Bank is looking for a Relationship Banker in Raleigh, NC, to engage clients through consultative conversations and align solutions with their financial goals. This role focuses on promoting the bank’s products and services while enhancing client relationships... 
    Suggested

    First Horizon Bank

    Raleigh, NC
    2 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern...  ...a business where you can help your clients achieve their goals through financial planning...  ...curriculum designed to support your first three years in the business. In the... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Raleigh, NC
    3 days ago
  •  ...s military families, you will focus on financial plans that are constantly evolving to pursue...  ...engage with the community to bring new clients to First Command, with the support of your local...  ...start and grow a successful Financial Advisor career. Sponsorship: First Command... 
    Suggested
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Raleigh, NC
    3 days ago
  •  ...direct position with Cetera Financial Group. Accepted applicants will...  ...experience and career goals. First National Bank of PA Position...  ...Manages and services existing clients and Bank customers and builds...  ...for Associate Financial Advisors to have additional training in... 
    Suggested
    Work at office

    Cetera Financial Group

    Raleigh, NC
    4 hours ago
  • 3 days ago Be among the first 25 applicants Get AI-powered advice...  ...a national organization of financial services firms dedicated to delivering...  ...professionals and their clients. With a strong focus on...  ...remote role for a Financial Advisor. The Financial Advisor will be... 
    Full time
    Contract work
    Local area
    Remote work

    1847Financial

    Raleigh, NC
    1 day ago
  • First Citizens in Raleigh, North Carolina, seeks a dedicated professional to support banking products and services through advanced sales...  .... The role involves uncovering sales opportunities, preparing client documentation, and providing data analysis to ensure client... 

    First Citizens

    Raleigh, NC
    1 day ago
  • A financial services firm in North Carolina seeks a motivated Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The role requires effective communication across various platforms, managing multiple tasks... 

    BBF Wealth

    Raleigh, NC
    19 hours ago
  • $60k - $120k

     ...Financial Advisor Associate Training, Licensing & Mentorship Provided Remote / Hybrid Opportunities...  ...Financial Planning Technology CRM & Client Relationship Tools Marketing & Business...  ...Development Resources Compensation & Growth First‑Year Target Earnings $60,000 – $120,000... 
    Immediate start
    Remote work

    Career Headhunter LLC

    Raleigh, NC
    1 day ago
  • JPMorgan Chase & Co. in Raleigh, North Carolina is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role focuses on building client relationships and delivering personalized investment solutions while demonstrating... 

    JPMorgan Chase & Co.

    Raleigh, NC
    1 day ago
  • A leading financial advisory firm is seeking a Wealth Advisor to manage client relationships and provide sophisticated financial planning. You will lead engagements in areas such as retirement and tax planning, while building deep client connections. Ideal candidates will... 
    Remote job
    Full time

    Counterweight Private Wealth

    Raleigh, NC
    3 days ago
  • First Horizon in Raleigh, NC is looking for a Relationship Banker to serve as a trusted advisor for clients while promoting banking products and solutions. This role emphasizes building...  ...engaging clients and fulfilling their financial needs. The ideal candidate will have 2... 

    First Horizon

    Raleigh, NC
    1 day ago
  • Bank of America seeks a Financial Advisor in Raleigh, North Carolina, to provide tailored investment advice to high-net-worth clients. This role demands strong relationship-building skills and the ability to manage client investments effectively. Successful candidates should... 

    Bank of America

    Raleigh, NC
    1 day ago
  • A financial services company is seeking an applicant for an investment services role to manage client relationships and support the bank’s business plan. This position requires 3+ years of related experience, excellent communication, and various FINRA certifications. The... 

    Cetera Financial Group

    Raleigh, NC
    2 days ago
  •  ...join their Branch Network. This entry-level role is the first step toward becoming a Financial Consultant, providing essential exposure and experience...  ...financial services field. Responsibilities include building client relationships, making outbound calls, and learning to... 

    Charles Schwab

    Raleigh, NC
    2 days ago
  • First Command Financial Services in Raleigh, NC is seeking a Financial Advisor to work with military families on financial planning. This role requires strong interpersonal skills and a commitment to assisting clients with their financial goals. The position offers comprehensive... 
    Hourly pay
    Flexible hours

    First-Command-Financial-Services

    Raleigh, NC
    1 day ago
  •  ...Thrivent Financial is seeking dedicated financial advisors in Raleigh, NC to empower clients through purpose-based financial advice. Advisors will guide Christians towards financial clarity, build meaningful relationships, and have the flexibility to manage their schedules... 

    Thrivent Financial

    Raleigh, NC
    2 days ago
  • $48k - $100k

     ...planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Raleigh, NC
    1 day ago
  • $61k - $119k

     ...Overview 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...  ...curriculum designed to support your first three years in the business. In the... 
    Work at office

    Unavailable

    Cary, NC
    1 day ago
  •  ...Griffin Distribution Partners is seeking an experienced Financial Advisor for the Credit Union Investment Program in Raleigh, NC. This role is ideal for candidates ready to step into a warm client base created by a retiring advisor. The advisor will conduct financial... 

    Griffin Distribution Partners

    Raleigh, NC
    1 day ago
  •  ...based in Milwaukee, is looking for a skilled Accounting professional. You will handle responsibilities related to financial reporting, assist with client onboarding, and communicate with clients for deadlines. The ideal candidate will have 2-5 years of experience in accounting... 

    Ultimus Fund Solutions, LLC

    Raleigh, NC
    4 days ago
  • $25.85 - $43.08 per hour

    LPL Financial LLC is seeking a Registered Client Service Associate to provide comprehensive administrative and operational support. You will enhance client experience, ensure seamless account management, and uphold compliance standards. The ideal candidate will have active... 
    Hourly pay

    LPL Financial LLC

    Raleigh, NC
    1 day ago
  •  ...for greater retirement readiness, Voya Financial is committed to delivering on its vision...  ...they become available. Voya Financial Advisors®, Inc., a leading independent broker-dealer...  .... This position will be responsible for client acquisition, financial planning, 403(b)/... 
    Local area

    Voya Financial Advisors

    Raleigh, NC
    2 days ago
  • Merrill Wealth Management, a leading provider of comprehensive wealth management and investment products, seeks a Financial Advisor to work with high‑net‑worth clients in a branch setting. The role includes building relationships, reviewing investment goals, and preparing... 
    Shift work
    Day shift

    Bank of America

    Raleigh, NC
    1 day ago
  •  ...At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. This position is... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Raleigh, NC
    5 days ago
  •  ...career.Make an impact providing expert financial advice with heart. Thrivent is a different...  ..., and complete Thrivent’s comprehensive advisor onboarding program. After onboarding,...  ...actionable and achievable advice and connect clients to Thrivent products and programs.... 
    Local area

    Thrivent Financial

    Raleigh, NC
    2 days ago
  • Make an impact providing expert financial advice with heart. Thrivent is a different kind...  ..., and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you...  ...actionable and achievable advice and connect clients to Thrivent products and programs.... 

    Thrivent

    Raleigh, NC
    4 days ago
  • $61k - $119k

    Northwestern Mutual in Cary, North Carolina is seeking a Financial Advisor to help clients achieve their financial goals through personalized planning...  ...with average earnings ranging from $61K to $119K in the first three years and top performers earning up to $250K.... 

    UNAVAILABLE

    Cary, NC
    5 days ago
  • A financial services provider in Raleigh is looking for an Investment Specialist to work closely...  ...on fulfilling the investment needs of clients through sales outreach and consultations...  ...securities licenses. Attractive benefits are also provided. #J-18808-Ljbffr First Citizens

    First Citizens

    Raleigh, NC
    1 day ago
  •  ...planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team... 
    Traineeship
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Raleigh, NC
    4 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client-First Financial Advisor. Be the first to apply!