Top 38 Personal Financial Advisors Jobs in Burlington, NC

Entry Level Financial Representative
Northwestern Mutual - Greensboro —Greensboro, NC
- $78,000 - $132,000 a year
- Full-time
- Office
- Finance
- Business development
- Health insurance
- Dental insurance
Quick Apply
8d
Associate Financial Professional
Stone Press Financial Group —Greensboro, NC
- $80,000 a year
- Hybrid work
- CPA
- Microsoft Office
- Finance
Quick Apply
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Greensboro, NC
Bank of America —Greensboro, NC
- Full-time
- Background check
- Office
- Bachelor's degree
Financial Planning Specialist
CAPTRUST —Greensboro, NC
- Full-time
- Customer service
- 5 years
- Research
- Health savings account
- Disability insurance
Chief Financial Officer
Guilford County Government —Greensboro, NC
- Full-time
- CPA
- Office
- 3 years
- AD&D insurance
- Paid holidays
Managing Director - Head of Software Development, Development
CITRIN COOPERMAN ADVISORS LLC —Chapel Hill, NC
- $250,000 - $300,000 a year
- Full-time
- Remote
- Computer Science
- Office
- SQL
Tax Expert - Expert Center (Northeast)
Intuit —Chapel Hill, NC
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Client Manager - Customer Service Representative
Highstreet Insurance & Financial Services – North Piedmont Branch —Liberty, NC
- $40,000 - $55,000 a year
- Full-time
- Spanish
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Tax Expert - Local Tax Office
Intuit —Chapel Hill, NC
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
19h
Tax Expert - On-Site
Intuit —Chapel Hill, NC
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
19h
Tax Expert - Local Branch
Intuit —Chapel Hill, NC
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
19h
Tax Expert - Local
Intuit —Chapel Hill, NC
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
19h
Automotive Service Advisor - Flow Honda of Burlington
FLOW MOTORS OF BURLINGTON LLC —Burlington, NC
- Full-time
- Dealership
- Pass drug screening
- Mid-level
- Wellness program
- Health insurance
Quick Apply
Client Services Associate/Trader
Hilltop Wealth Advisors, LLC —Chapel Hill, NC
- $50,000 - $65,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Associate Financial Advisor
Edward Jones —Reidsville, NC
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
Commercial Project Analyst - Finance
Siemens Healthineers —Cary, NC
- $83,640 - $115,005 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Finance
- Disability insurance
- Health insurance
Quick Apply
Director, Unified Communications & Collaboration
Lincoln Financial —Greensboro, NC
- $120,375 - $192,600 a year
- Online Application
- Hybrid work
- 5 years
- Office
- Continuous improvement
- Tuition reimbursement
- Paid time off
Automotive Service Advisor - Flow Volvo of Burlington
FLOW COMPANIES OF BURLINGTON LLC —Burlington, NC
- Full-time
- Dealership
- Pass drug screening
- Mid-level
- Wellness program
- Health insurance
Quick Apply
Senior Director, Construction Management
Labcorp —Burlington, NC
- Full-time
- Construction site
- 3 years
- Travel
- Employee stock purchase plan
- Disability insurance
Branch Office Administrator
Edward Jones —Chapel Hill, NC
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
20h

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Entry Level Financial Representative

Northwestern Mutual - Greensboro -
Greensboro, NC

Quick Apply

Job Details

Full-time
$78,000 - $132,000 a year
8 days ago

Benefits

Health insurance
Dental insurance
Vision insurance
Opportunities for advancement
Flexible schedule

Qualifications

Insurance needs analysis
Financial sales
Investment management advisory services
Bachelor's degree in finance
Sales referrals
Bachelor's degree in business
Community networking activities
Finance
Business development
Bachelor's degree
Investment client management
New customer acquisition
Financial goal setting advisory services
Insurance planning
Client referrals
Insurance sales
Relationship building in financial sales
Business
2 years
Retirement planning advisory services
Communication skills
Entry level

Full Job Description

Benefits:

Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

At Northwestern Mutual - Greensboro, we have a clear vision for growth and are seeking several talented individuals to help us realize this exciting future. By 2026, we aim to solidify our position as a leader in financial planning, with ambitious goals in new client acquisition and revenue generation. Our team, comprised of 30 diverse financial advisors, is committed to delivering exceptional service and expanding our presence within the community.

We pride ourselves on fostering a supportive, inclusive environment, with a focus on mentorship and continuous development for all team members. Additionally, we are deeply involved in the local community, supporting organizations like UNCG Athletics and Alex’s Lemonade Stand for pediatric cancer research.

Our thriving district office is located: 333 N. Greene Street, Suite 400, Greensboro, NC 27401

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw

Earnings Potential with our District Office:

Years 1-4 average earnings: $165,000 per year
Years 5+ average earnings: $560,000 per year

Meet Some of Our Local Greensboro Leaders, the Heartbeat of Our Business:

Jeff Jackman, Wealth Management Advisor & Growth & Development Director:

How long with NM? 10 years
Previous experience? Formerly in the golf business, selling and fitting golf clubs since college.
Passionate about? Enthusiastic about spending time with his 1-year-old daughter, grilling BBQ, avid golfer, snowboarding, Pittsburgh sports fan, and enjoys personal development and psychology.

Kristin Kling, Financial Advisor:

How long with NM? 10+ years
Previous experience? Worked at American Express, Wells Fargo, and Lincoln Financial in both call center and banking roles.
Passionate about? Empowering women in business, exploring new cities and restaurants, baking, musical theater, and connecting people.

Megan Parker, Director of Selection & Recruitment:

How long with NM? 2 years
Previous experience? Worked in conferencing, event planning, sales, talent acquisition, and career services in higher education for 9 years.
Passionate about? Traveling, live music, college basketball & football (Go Deacs!), musical theater, club pilates, volunteering in the community, and gardening.

M. Scott Henegar, Managing Director:

How long with NM? 29 years (14 as an Advisor, 15 as Managing Director)
Previous experience? Resort consulting, snow ski instructor, river guide.
Passionate about? Family, fly fishing, piloting single-engine airplanes, golf, and traveling with family to Europe and the islands.

About the Financial Representative Role:

As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities:

Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:

Education: A bachelor's degree in finance, business, or a related field is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits:

Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Scott Henegar is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

Quick Apply

Refine Your Search

Personal Financial Advisors jobs in Burlington, NC

Entry Level Financial Representative

Associate Financial Professional

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Greensboro, NC

Financial Planning Specialist

Chief Financial Officer

Managing Director - Head of Software Development, Development

Tax Expert - Expert Center (Northeast)

Client Manager - Customer Service Representative

Tax Expert - Local Tax Office

Tax Expert - On-Site

Tax Expert - Local Branch

Tax Expert - Local

Automotive Service Advisor - Flow Honda of Burlington

Client Services Associate/Trader

Associate Financial Advisor

Commercial Project Analyst - Finance

Director, Unified Communications & Collaboration

Automotive Service Advisor - Flow Volvo of Burlington

Senior Director, Construction Management

Branch Office Administrator

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