Top 46 Wealth management Jobs in Apex Nc

Financial Advisor/Wealth Manager - Raleigh
Florida Financial Advisors —Raleigh, NC
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Associate Financial Advisor
Edward Jones —Durham, NC
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
9d
Paraplanner
Redwood Financial Network —Apex, NC
- $50,000 - $70,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
2d
Wealth Management Associate
Curi Capital —Raleigh, NC
- $60,000 - $70,000 a year
- Hybrid work
- Research
- Office
- Finance
- Paid holidays
- Disability insurance
J.P. Morgan Wealth Management - Private Client Advisor - Cary, NC
JPMorganChase —Cary, NC
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Wealth Planning Senior Associate
CAPTRUST —Raleigh, NC
- $75,000 - $125,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health savings account
- Disability insurance
Wealth Management Associate
Equitable Advisors —Raleigh, NC
- Entry level
- Employee stock purchase plan
- Disability insurance
Entry Level – Financial Advisor
Equitable Advisors —Raleigh, NC
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Wealth Management Trainee (NC)
Bankers Life —Raleigh, NC
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Registered Wealth Management Client Associate
Bank of America —Raleigh, NC
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Raleigh-Durham, NC
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Wealth Consultant
First Citizens Bank —Raleigh, NC
- Full-time
- Office
- 8 years
- High school diploma or GED
14d
Wealth Advisor (Raleigh, NC)
Mercer Advisors —Raleigh, NC
- $85,000 - $145,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- CPA
- Paid parental leave
- Health savings account
Quick Apply
Premier Client Banker II
First Citizens Bank —Raleigh, NC
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
8d
Employee Benefits Financial Analyst
HUB International —Raleigh, NC
- Full-time
- Customer service
- Mid-level
- Office
- Wellness program
- Paid parental leave
11d
Financial Advisor
First Command Financial Services, Inc. —Raleigh, NC
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Lead Advisor - New Market - Raleigh - Durham, NC
Brighton Jones —Raleigh-Durham, NC
- $150,000 - $350,000 a year
- Full-time
- CPA
- Public speaking
- Business development
- Profit sharing
- Paid parental leave
Financial Advisor
Fidelity Bank —Cary, NC
- Full-time
- Mid-level
- Business development
- Bachelor's degree
Quick Apply
1d
U.S. Private Bank - Private Banker - Associate
JPMorganChase —Raleigh, NC
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Lead Advisor
Hilltop Wealth Advisors, LLC —Chapel Hill, NC
- $110,000 - $175,000 a year
- Full-time
- 6 years
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply

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wealth management jobs near apex nc

Financial Advisor/Wealth Manager - Raleigh

Florida Financial Advisors -
Raleigh, NC

Quick Apply

Job Details

Full-time
$70,000 - $100,000 a year

Benefits

Health insurance
Opportunities for advancement
Life insurance
Retirement plan

Qualifications

Training program
Creativity
Appointment scheduling
Experience practicing in the securities industry
Business
Associate's degree

Full Job Description

Tristate Financial Advisors (An FFA Company) provides the ability to create your own financial success through helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.

Being a Tristate financial advisor requires a contemporary way of thinking and doing. At TFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.

On a daily basis, our advisors:

Identify and set appointments with potential clients
Meet with clients to assess their financial needs
Develop customized financial plans to address each of the clients desired goals
Maintain strong relationship with clients, helping them track their progress over time
Provide ongoing consultation and support

TFA is different from other firms for many reasons, but our "Google meets Wall Street" culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of working-class people with a sole focus of providing comprehensive financial planning and wealth management services to help them realize their dreams.

Some features of this position include:

One-on-one training from seasoned leaders in the local financial planning industry
A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)

Job Requirements:

Associate’s degree in business or industry-related field
Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
Must be a U.S. or Permanent Resident
Willing to work in office

Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.

Visit our website at http://www.tristatefa.com

Job Type: Full-time

Benefits:

Health insurance
Life insurance
Retirement plan

Work Location: In person

Quick Apply

Refine Your Search

wealth management jobs in apex nc

Financial Advisor/Wealth Manager - Raleigh

Associate Financial Advisor

Paraplanner

Wealth Management Associate

J.P. Morgan Wealth Management - Private Client Advisor - Cary, NC

Wealth Planning Senior Associate

Wealth Management Associate

Entry Level – Financial Advisor

Wealth Management Trainee (NC)

Registered Wealth Management Client Associate

Senior Wealth Advisor

Wealth Consultant

Wealth Advisor (Raleigh, NC)

Premier Client Banker II

Employee Benefits Financial Analyst

Financial Advisor

Lead Advisor - New Market - Raleigh - Durham, NC

Financial Advisor

U.S. Private Bank - Private Banker - Associate

Lead Advisor

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