Personal Financial Advisor Jobs in Raleigh, NC

1-5 of 5 Jobs

Wealth Advisor

  • Raleigh, NC
  • 7 days ago
  • Raleigh, NC
  • 7 days ago

Responsible for maintaining relationships with existing and prospective wealth management clients, as well as endowments and foundations....

Director Affluent Wealth Advisors

  • Raleigh, NC
  • 22 days ago
  • Raleigh, NC
  • 22 days ago

Qualifications Bachelor's Degree and 8 years of experience in Wealth Management, Sales Leadership OR High School Diploma or GED and 12 years of experience in Wealth Management, Sales Leadership Preferred...

Regional Consultant, Wealth Management - South

  • Raleigh, NC
  • 28 days ago
  • Raleigh, NC
  • 28 days ago

To further support our wealth management efforts, we have also specialized our teams as follows: Net Flows, Financial Planning and Practice Management : Responsible for helping advisors service existing...

Financial Planning Consultant, Enterprise Finance

  • Raleigh, NC
  • 30+ days ago
  • Raleigh, NC
  • 30+ days ago

Overview The Financial Planning Consultant, Enterprise Finance serves as the primary finance and accounting liaison to the assigned WakeMed enterprise....

Senior Wealth Advisor

  • Raleigh, NC
  • 60+ days ago
  • Raleigh, NC
  • 60+ days ago

Management....

Demographic Data for Raleigh, NC

Moving to Raleigh, NC? Find some basic demographic data about Raleigh, NC below.


Local
National
559,915
17,727
Large

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...

Salary for Personal Financial Advisor Jobs in Raleigh, NC

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.



Highest Education Level

Personal Financial Advisors in Raleigh, NC offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Raleigh, NC
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%


Other Career Titles

Here are some other career titles that require similar skills