Financial Advisor
$92.5k - $140kJustinBradley
Financial AdvisorLocation: Chapel Hill, North Carolina Category: Accounting & FinanceJustinBradley'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 growth and community recognition. They are eager to add a finance professional focused on value and culture.This position is responsible for providing financial planning and investment advice to clients, helping them to achieve their financial objectives. This role involves assessing clients' financial situations, developing customized financial plans, and recommending appropriate financial products and services.Highlighted responsibilities include:Conduct comprehensive financial planning for clients, including retirement planning, estate planning, tax planning, and risk management.Analyze clients' financial information to determine strategies for meeting their financial goals.Develop and present customized financial plans and investment strategies.Monitor clients' financial status and provide regular updates and recommendations.Build and maintain strong client relationships through regular communication and follow-up.Stay informed about market trends, economic conditions, and new financial products.Comply with all regulatory requirements and company policies.Provide exceptional customer service and ensure client satisfaction.Participate in networking and community events to attract new clients.Highlighted qualifications:Bachelor's Degree (BA) from four-year college or university.At least 2-3 years of related experience and/or training.Enrolled in study course for the CERTIFIED FINANCIAL PLANNER™ (CFP®) administered by the Certified Financial Planning Board of Standards, Inc., or Chartered Financial Consultant (ChFC) administered by the American CollegeFINRA licenses Series 7, 63, and 65 (or Series 66, in lieu of the 63 and 65)Compensation range: $92,500/year – $140,000/yearJustinBradley is an EO employer – Veterans/Disabled and other protected categories
- ...Experienced Advisors — Build Your Practice Your Way You’ve already built a successful practice. The next chapter should give you... ...the relationships you’ve earned and gain a platform for real financial planning , investments, insurance and more! What you get...SuggestedFlexible hours
Carolina Financial Group LLC
Chapel Hill, NC3 days ago - ...Overview At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals...SuggestedStart working todayRemote work
Equitable Advisors LLC
Chapel Hill, NC2 days ago - ...help guide others to find their personal success. Equitable Advisors is a leading firm in the wealth management industry with a mission... ...Coaching from your experience & training to develop new Financial Professionals Collaborating with local leadership to strengthen...SuggestedTemporary workLocal areaRemote work
Equitable Advisors LLC
Chapel Hill, NC4 days ago $61k - $119k
...Financial Advisor OpportunityBecoming 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 financial...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Durham, NC4 days ago$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...SuggestedContract workFixed term contractNew York Life
Durham, NC19 days ago$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 workNew York Life
Durham, NC19 days ago- ...person who sees the full picture when others only see the numbers? Our client, Triangle Wealth Management is looking for a Senior Financial Planner who thinks in decades, not quarters. We look at a family's full financial life and build a plan that holds up against...Full timeTemporary workShift work
Nottingham & Associates
Chapel Hill, NC3 days ago $19.12 - $27.17 per hour
...payments for services provided. Ensures all insurance requirements are met prior to patients? arrival and informs patients of their financial liability prior to arrival for services. Responsibilities Admit, register and pre-register patients with accurate patient...Hourly payFull time- ...Senior Financial AnalystFleet Feet is seeking a highly analytical and business-minded Senior Financial Analyst to join our Finance team. This role serves as a trusted financial partner to leaders across the organization, helping drive better business decisions through...Full timePart timeWork at officeLocal areaImmediate startRelocation3 days per week
Fleet Feet
Carrboro, NC20 hours ago - ...and forecast variance analysis with driver-based commentary for FP&A and executive leadership. Assist with monthly and quarterly financial reporting packages, including board and investor materials. Build and maintain driver-based models for revenue, headcount, and...Temporary workCasual workImmediate start
Prometheus Group
Chapel Hill, NC3 days ago $50k - $60k
...performance can actually live in the same career. \n \n Through MWA Financial Services, Inc., our brokerage subsidiary, you have access to a... ...program designed to move you from day one into Financial Advisor and beyond. \n \n Who this role is for \n \n You do...Live inWork at officeModern Woodmen of America
Chapel Hill, NC5 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Durham, NC2 days ago- ...provide clear explanations of charges to patients. You will obtain insurance authorizations, resolve claim denials, and help financially responsible patients navigate payment options. Strong communication and data-analysis skills are essential for accurate, timely...
Duke
Durham, NC10 hours ago - ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- Duke Health's PRMO seeks a Financial Care Counselor to accurately complete patient accounts, verify insurance, and explain financial obligations before services. This role supports Duke Health's mission of advancing health by guiding patients through billing and funding...
- ...to accurately complete patient accounts and ensure insurance requirements are met prior to services. You will inform patients of financial liability and arrange payment options according to policy. The role involves analyzing insurance coverage, obtaining authorizations...
- ...Revenue Management Organization. You will analyze insurance coverage, obtain authorizations, and assist with patient registration and financial counseling to ensure accurate billing and timely reimbursement. Strong communication skills and experience in hospital billing and...
- ...Translate complex investment information into clear, accurate, visually polished communications. Check materials for consistency across financial figures, messaging, formatting, and versions. Support communications for new offerings and existing investments, including legacy...
Bell & Associates, Inc.
Chapel Hill, NC3 days ago - Relationship BankerThis position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer...Work at officeNight shift
First National Bank
Hillsborough, NC20 hours ago - ...RepresentativeJob DescriptionSales and Business DevelopmentProactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and...Temporary workWork at office
FHN Financial
Durham, NC1 day ago $115.92k
...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... ...expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to...Contract workNew York Life
Durham, NC5 days ago- ...portfolio companies. The team has deep expertise and networks in financial services and tech-enabled professional services. LionLight's... ..., commercial and operational diligence, managing third-party advisors, structuring, and debt financing processes. \n Investment committee...
LionLight Capital
Chapel Hill, NC3 days ago - ...Sales and Business Development Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals...Temporary workWork at office
First Horizon
Durham, NC2 days ago - ...Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients, an established wealth management... ...a plus Strong understanding of investment strategies, financial planning, and trade execution Preferred Skills Collaborative...
Lead Advisor
Chapel Hill, NC4 days ago - ...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 office
PNC Financial Services Group
Durham, NC4 days ago $61k - $71k
Department: Health Behavior-464001 Career Area : Accounting/Finance/Auditing Posting Open Date: 09/03/2026 Application Deadline: 10/31/2026 Open Until Filled: No Position Type: Permanent Staff (EHRA NF) Working Title: Grants Manager Appointment Type: EHRA Non-Faculty...Permanent employmentFull timePart timeLive inLocal area$50k - $80k
...directly with individuals, families, and business owners to build financial plans they can trust. Build long‑term relationships.... ...development program designed to move you from day one into Financial Advisor and beyond. Who this role is for You do not need a finance background...- Part Time PositionResponsible for processing/stocking products according to Dairy/Frozen Standards, cleaning work areas, providing customer service, unloading stock, and reloading salvage. Perform duties of frozen food clerk when assigned.To perform this job successfully...Part time
Harris Teeter
Chapel Hill, NC2 days ago - This position may be eligible for a hybrid work arrangement that may include a partially remote work location. The Financial Analyst position will complement the existing team in the Budget, Planning, & Analysis (BP&A) department; each serving various elements of budget...Work at officeLocal areaRemote work
$250k
Overview PRMG is Built by Originators for Originators. There is a reason why PRMG is consistently voted one of the best places to work. We focus on the areas that make an Originator successful and have an unmatched Culture. We look forward to helping you succeed as an ...Full timeTemporary workWork at officeHome officeFlexible hoursParamount Residential Mortgage Group
Durham, NC20 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- ally financial Chapel Hill, NC
- financial institutions Chapel Hill, NC
- financial Chapel Hill, NC
- financial sales Chapel Hill, NC
- financial banking Chapel Hill, NC
- senior financial analyst fp&a Chapel Hill, NC
- finance financial Chapel Hill, NC
- financial aid Chapel Hill, NC
- private financial advisor
- financial adviser