Financial Advisor - Raleigh, NC
First National Investment Services Company L L C
Primary Office Location: 501 Fayetteville Street, Raleigh, North Carolina 27601. Position Title Financial Advisor, Business Unit: WM – FNIS. Reports to: Varies based on assignment. Position Overview This position supports the Bank’s business plan and established goals through customary activities, including outside calls to current and potential customers. The incumbent provides the highest quality service to every customer. Primary Responsibilities Manage and service existing clients and bank customers, building stronger relationships by learning individual financial needs and supplying appropriate products. Actively pursue acquisition of new clients from internal referrals and external sources, selling various investment products. Identify potential sales opportunities and act upon them by initiating investment products with customers or referring them to other lines of business such as Trust, Insurance, or loans. Identify opportunities for Associate Financial Advisors for additional training in customer profiling, sales skills, or meeting goals. Demonstrate knowledge in all disciplines within Wealth Management and cross‑refer customers and prospects; refer retail bank products to Retail. Maintain all client files, complete all required Continuing Education (CE) and FINRA licensing. Review the work of licensed bankers for accuracy, completeness, and compliance with government regulations attached to their licenses. Perform other related duties and projects as assigned. Serve as risk managers by understanding, reporting, responding to, managing, and monitoring risk per F.N.B. Corporation’s risk management program. Minimum Experience and Education High School diploma or GED required. Minimum 3 years of job‑related experience. Skills Excellent management skills. Excellent communication skills—both written and verbal. Excellent organizational, analytical, and interpersonal skills. Excellent customer service skills. Proficient in personal computer and job‑related software (MS Word—basic, MS Excel—intermediate, MS PowerPoint—basic). Licenses & Certifications Life/Health and FINRA Series 7 and 63 & 65 or S66 required. Physical Requirements Beyond traditional office work: No additional requirements (N/A). Equal Employment Opportunity (EEO) It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace. FNB will not provide sponsorship for employment‑based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered. #J-18808-Ljbffr
- ...Entry Level – Financial Advisor - NC, Raleigh (3747) ( PIN_45161 ) Primary Location : UNITED STATES-NC-Raleigh Organization : Equitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,30...SuggestedWork experience placementWork at officeLocal areaFlexible hours
- Primary Office Location 7100 Creedmoor Road. Raleigh, North Carolina. 27613. Join our team. Make a difference - for us and for your future. Position Title Financial Advisor Business Unit WM - FNIS Reports to Varies Based on Assignment Position Overview This position...SuggestedWork at office
$58.44k
...This position will provide personal financial services at assigned military installations. Primary responsibilities include the full... ...Job Information Title Personal Financial Counselor - Raleigh, NC Grade 24 Work Experience - Required Financial Counseling...SuggestedContract workTemporary workWork experience placementWork at office$36k
Bank Financial Adviser - Base + Commission - Raleigh, NC - 975 Who We Are Bankers Recruiting Bankers - The Symicor Group is a boutique bank-only talent acquisition... ...office. The responsibilities of the Bank Financial Advisor include: Identifying and developing new...SuggestedWork at office$36k
Bank Financial Adviser - Base + Commission - Raleigh, NC - 975 job at Symicor Group. Raleigh, NC. Bank Financial Adviser - Base + Commission - Raleigh, NC... ...plus a private banking office. The Bank Financial Advisor responsibilities include: Identifying and developing...SuggestedBase plus commissionWork at office$58.44k - $93.5k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth... ...Job Information Title : Personal Financial Counselor - Raleigh, NC Grade : 24 Work Experience - Required : Financial Counseling...Contract workTemporary workWork experience placementWork at office- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
$45k - $100k
...Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...SAP Security Analyst/Admin job at The Maven Group, LLC. Raleigh, NC. SAP Security Analyst/Admin Direct Hire REMOTE but must reside within 3 hours of Raleigh US Citizens, Green Card, Perm Resident (no sponsorship) This primarily remote role involves SAP Security Administration...Permanent employmentRemote work
- ...Bank - Private Banker - Executive Director or Vice President (Raleigh, NC) We are actively looking for exceptionally talented individuals... ...their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on...Temporary workWork experience placementLocal area
- Overview Join our Summer Analyst Program as an Advisor Trainee in Global Private Bank. You will... ...ability. Genuine interest in financial markets and macro‑economic trends. Desire... ...immigration sponsorship is offered. Locations Raleigh, NC Benefits We offer a competitive total...Full timeTraineeshipSummer workVisa sponsorship
- ...PM Locations 4000 Center North Hills St, Raleigh, NC, 27609, US Apply Before 09/30/2026, 04:0... ...wealth management solutions. As an Advisor Trainee in Global Private Bank, you will... ...Our advisors help clients achieve their financial goals by delivering the right solutions...Full timeTraineeshipSummer workVisa sponsorship
- ...customized wealth management solutions. As an Advisor Trainee in Global Private Bank, you will... ...Our advisors help clients achieve their financial goals by delivering the right solutions... ...practical training (CPT). Locations Raleigh, NC Benefits We offer a competitive total...Full timeTraineeshipSummer workVisa sponsorship
- ...Provider Contracting Advisor Join Cigna Healthcare, a division of The Cigna Group, and... .... This is a hybrid position based in Raleigh, NC. Responsibilities Manage... ...informatics. Prepare, review, and project the financial impact of large or complex provider...Contract workWork at officeLocal areaWork from home
- ...for greater retirement readiness, Voya Financial is committed to delivering on its vision... ...as they become available. Voya Financial Advisors®, Inc., a leading independent broker-dealer... ...to join our team in the greater Raleigh area to work plan sponsor relationships,...Local area
- ...Financial Professional Opportunity Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business,... ...Financial Professional to join our team in the greater Raleigh area to work plan sponsor relationships, in tax...
- ...Senior Utilities Financial Analyst - Full-time Location: Raleigh, NC Required Qualifications: ~ Utility experience is a must ~10+ years of rate and/or utility experience ~ Bachelor’s degree in accounting, finance, or mathematics ~ CPA or MBA. ~ Must...Full time
- ...expanding to new markets and looking for Lead Advisors who have their CFP and a passion for... ...2019re currently looking to expand to Raleigh - Durham, NC. Here’s where you come in: as part of... ...Brighton Jones as their trusted financial advisor Proactively develops and expands...Full timeWork at officeLocal areaRemote work
$180k - $200k
...Job Description Job Description Finance, Bankruptcy & Restructuring Associate – Financial Services Location: Charlotte or Raleigh, NC Direct Counsel is representing an Am Law 100 firm. An Am Law 100 firm is seeking a mid-level Associate to join its Finance...$61.55k - $105.51k
...challenges facing our world. Find out how far your passion can take you. About the Job This is an opportunity for a high-potential financial analyst to take their skills to the next level within Siemens high-growth SaaS environment at Brightly Software. This role is...- ...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...
- ...is a national organization of financial services firms dedicated to delivering... ...remote role for a Financial Advisor. The Financial Advisor will be... ...Advisor” roles. Apex, NC $38,000.00-$40,000.00 1 month... ...mitigation - Remote, 12 month contract Raleigh, NC $50,000.00-$250,000.00 1...Full timeContract workLocal areaRemote work
- Fifth Third in Raleigh, NC is seeking a Retail Personal Banker Associate I who will focus on building financial relationships with customers using a consultative sales approach. This position requires candidates to complete a training program to attain skills necessary...
- ...retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their... ...work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to...Immediate startAfternoon shift
- Candidates within the Raleigh-Durham area or within a 2-hour radius strongly preferred We're looking for a Client Finance Specialist... ...You won't just process transactions, you'll serve as a trusted financial partner to our nonprofit clients, turning data into insights that...
- ...Financial Analyst Opportunity Build a brighter future while learning and growing with a Siemens company at the intersection of technology, community, and sustainability. Our global team of innovators is always looking to create meaningful solutions to some of the toughest...
- Senior Public Relations Associate - Raleigh, NC Reingold is a full‑service marketing and creative firm with more than 40 years of experience helping organizations across government, nonprofit, and business sectors. We launch communications campaigns that reach audiences...Contract workWork at office
$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...- Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...
- 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 reviews...
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