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
- ...Opportunity Edward Jones is seeking dedicated financial advisors to build and grow independent client practices. You will deliver personalized financial solutions while supported by a branch team, regional network, and extensive training. Key Responsibilities Build relationships...SuggestedFlexible hours
$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$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...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...SuggestedFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,...SuggestedFull timeTemporary workFlexible 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...Full time- ...includes scheduling, registration, coding, billing, and other essential revenue functions for Duke Health. Duke Ancillary Service Access Financial Care Counselor Work hours: Monday - Friday 8:00a - 4:30p This is a float position and will require some travel. *** DUHS...Work at officeLocal areaMonday to Friday
$92.5k - $150k
...Job Description Job Description Salary Range:$92,500.00 To $150,000.00 Annually JOB TITLE: Financial Advisor EMPLOYER: Signature Estate & Investment Advisors DEPARTMENT: W2 Advisor Team REPORTS TO: Lead Advisor SUMMARY:...- ...opportunity to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in North Carolina.... ...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and...Full timeTemporary workPart timeWork experience placementWork at office
- ...North Carolina. This position entails essential accounting functions including managing accounts payable and receivable, completing financial reports, and maintaining accurate records. The role requires a dedicated individual with a Bachelor's degree in accounting or...
- Duke University Health System's Patient Revenue Management Office (PRMO) seeks a Financial Care Counselor to support accurate patient accounts and financial planning for services at Duke Health. The role emphasizes upfront insurance verification and patient education on...Work at office
$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...Full timeFor contractorsInternshipLocal areaFlexible hours- ...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. Being a...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$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$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$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Fidelity Investments is seeking a financial advisor in Durham, North Carolina, to develop customized financial plans for clients. In this role, you will engage with existing clients and utilize Fidelity's planning tools to provide personalized investment solutions. The...
- ...Producer. Position Summary The Senior FP&A Analyst will be responsible for leading monthly management reporting, providing financial modeling and analytical support for short- and long-range business plans, and execution support for corporate financial planning and...Full timeTemporary workImmediate startWork from homeFlexible hours
- ...on consumers, communities, and teammates. Join our team. #CloroxIsThePlaceYour role at Clorox:This role provides enterprise-level financial leadership within Corporate Planning & Analysis (P&A), partnering closely with senior leadership to drive measurable outcomes in support...Full timeSummer workFlexible hours
$80.4k - $223.9k
Job OverviewDirects 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 matter expertise and direction for...Full timePart timeLocal areaImmediate startWorldwide- ...ThermoFisher Scientific is seeking a Senior Analyst in Durham, North Carolina. You will play a vital role in supporting financial objectives through comprehensive analysis and reporting. The ideal candidate will possess an advanced degree or significant financial experience...
- Primary Office Location: 1050 Yunus Rd. Durham, North Carolina. 27703. Join our team. Make a difference - for us and for your future. Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position ...Work at office
- ...Hours Monday - Friday 9:00AM to 5:00PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth...Temporary workWork at officeMonday to Friday
- ...Schedule: Monday through Friday 8:30AM to 5:30PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive...Temporary workWork at officeMonday to Friday
- ...including 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...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
- ...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
- ...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...
- ...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, dental...Work experience placementWork at office
- ...processes at its Mooresville location in North Carolina. You will verify insurance coverage, obtain authorizations, and communicate financial responsibilities to patients prior to services. The role emphasizes accurate data entry, adherence to policies, and collaboration...
$72k - $90k
...resource alignment Demonstrated leadership in providing project deliverables as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at navigating complex challenges with analytical rigor Experience in...Full timeRemote workShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- financial advisor training program Durham, NC
- financial planning assistant Durham, NC
- estate planning consultant Durham, NC
- financial advisor development program Durham, NC
- wealth advisor Durham, NC
- financial consultant Durham, NC
- financial counselor Durham, NC
- associate corporate finance Durham, NC
- finance associate Durham, NC
- jde finance consultant Durham, NC



