Top 78 Financial planner Jobs in Cary Nc

Financial Advisor
TPM Placement —Chapel Hill, NC
- $120,000 - $125,000 a year
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Financial Advisor
Edward Jones —Morrisville, NC
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Durham, NC
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Associate Financial Professional
Stone Press Financial Group —Raleigh, NC
- $80,000 a year
- Full-time
- CPA
- Computer literacy
- Mid-level
- Life insurance
Quick Apply
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
Wealth Management Associate
Curi Capital —Raleigh, NC
- $60,000 - $70,000 a year
- Hybrid work
- Research
- Office
- Finance
- Paid holidays
- Disability insurance
14d
Financial Solutions Advisor Registration Candidate - Raleigh/Durham Market
Bank of America —Raleigh, NC
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Financial Professional
Equitable Advisors —Raleigh, NC
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Trust Administrator
Fifth Third Bank —Raleigh, NC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Lead Service Financial Consultant
MetLife —Cary, NC
- $105,000 - $145,000 a year
- Email
- Hybrid work
- Microsoft Excel
- Bachelor of Science
- Office
- Paid holidays
- Disability insurance
Voya Financial Advisors Raleigh
Voya Financial Advisors —Raleigh, NC
- Full-time
- Mid-level
- 403(b)
Financial Solutions Advisor - Raleigh/Durham Market
Bank of America —Cary, NC
- Full-time
- Background check
- Writing skills
- Mid-level
Wealth Planning Senior Associate
CAPTRUST —Raleigh, NC
- $75,000 - $125,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health savings account
- Disability insurance
19h
Entry Level – Financial Advisor
Equitable Advisors —Raleigh, NC
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Retirement Plan Counselor
Empower Annuity Insurance Company of America —Raleigh, NC
- $59,700 - $84,300 a year
- Remote
- Microsoft Word
- Basic math
- Mid-level
- Paid parental leave
- Paid holidays
5d
Wealth Management Associate
Equitable Advisors —Raleigh, NC
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Advisor Development Program - Carolina East Financial Solutions Advisor Trainee: Financial Center - Durham, NC (Spanish Speaking Preferred)
Bank of America —Durham, NC
- Full-time
- Background check
- Spanish
- Office
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Raleigh-Durham, NC
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Associate Relationship Manager
Balentine —Raleigh, NC
- Full-time
- Mid-level
- Office
- 3 years

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financial planner jobs near cary nc

Financial Advisor

TPM Placement
Chapel Hill, NC

Quick Apply

Job Details

Full-time
$120,000 - $125,000 a year

Benefits

Health insurance
401(k)
Paid time off
401(k) matching
Flexible schedule
Retirement plan

Qualifications

Financial planning
Financial planning software
Wealth management
Customer relationship building
CFP
Series 7
Bachelor's degree
Financial services

Full Job Description

Job title: Financial Advisor

Location: Chapel Hill, NC

Status: Hybrid (2 days in office/week, Tuesday required)

Compensation: $120,000 - $125,000 with potential opportunity to earn future equity

We are a comprehensive financial planning firm in Chapel hill, NC. We provide personalized wealth management for executives and retirees, with a specialized focus on equity compensation and comprehensive financial planning. As fiduciaries, we are committed to always acting in our client’s best interests – building long-term, collaborative relationships rooted in trust, integrity, and tailored advice. Our mission is to help individuals and families make thoughtful, informed financial decisions that support a secure and fulfilling life. Every client we serve receives a unique financial plan, reflecting their goals, values, and circumstances.

We are building a team of individuals who are client-centric, intellectually curious, and committed to continuous improvement. With over 15 years in business, we are excited to welcome a Financial Advisor who shares our passion for dedication to our clients and to continuous improvement as a trusted steward of their financial success.

The Financial Advisor role is a full-time, salaried position with a competitive benefits package, performance-based growth opportunities, and the potential opportunity to earn equity based on contribution to the firm’s success.

The attributes that we are looking for in a teammate include:

A client-first mindset with a strong commitment to fiduciary responsibility.
A service-oriented approach, with the flexibility to adapt to each client’s unique needs and communication style.
Strong written and verbal communication skills.
A collaborative spirit and ability to work effectively within a team structure.
Intellectual curiosity and desire for continuous learning and professional growth.
Strong organizational skills and ability to work efficiently.
Comfort with technology and an interest in leveraging tools to improve client outcomes.
Integrity, accountability, and commitment to doing things the right way.

As a Financial Advisor you can expect to:

Work within a collaborative 3–4-person client team, including a senior advisor, portfolio manager, and associate advisor.
Build and maintain strong client relationships, ultimately serving as primary point of contact.
Lead client meetings, communications, and implementation of financial advice as you grow in the role.
Coordinate all aspects of the financial planning process in partnership with your team.
Develop and deliver comprehensive financial plans tailored to each client’s unique situation.
Mentor and support associate advisors as part of a cohesive team.
Contribute to firm-wide collaboration by working with all members of the Old Peak team.
Dedicate approximately 80-90% of your time to client service and 10-20% to firm growth and business development.
Progress into a lead advisor role managing 35-50 client relationships, depending on complexity.
Continue your professional development with the goal of advancing into a senior advisor role or another leadership path within the firm.
Partner with your advisor team to prepare for client meetings and gain a deep understanding of client needs.
Attend all client meetings and participate in post- meeting debriefs.
Assist in the creation and development of financial plans.
Shadow advisors on investment recommendations, portfolio rebalancing, and quarterly reporting.
Work alongside the portfolio manager while building expertise regarding our investment principles
Participate in team meetings and ongoing training sessions with internal and external experts.
Meet regularly with the Senior Advisor to review progress and identify growth opportunities.
Develop proficiency in financial planning, CRM, and document management tools.
Learn and apply the firm’s investment philosophy.
Gain exposure to key planning areas, including estate planning, equity compensation, tax planning, and insurance.
Build and demonstrate confidence in delivering the firm’s value proposition and service offering.

Qualifications for this role include:

Bachelor’s degree required.
CFP designation required.
5+ years of experience in financial planning.
Strong communication and writing skills.
Demonstrated ability to build relationships and deliver client-focused solutions.
Comfort with financial technology and planning tools.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!

Pay: $120,000.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Flexible schedule
Health insurance
Paid time off
Retirement plan

Education:

Bachelor's (Required)

Experience:

Wealth management: 5 years (Required)
financial advisory: 5 years (Required)

License/Certification:

CFP (Required)
Series 7 (Preferred)
Series 66 (Preferred)

Ability to Commute:

Chapel Hill, NC 27514 (Required)

Work Location: Hybrid remote in Chapel Hill, NC 27514

Quick Apply

Refine Your Search

financial planner jobs in cary nc

Financial Advisor

Financial Advisor

Financial Advisor

Associate Financial Professional

Wealth Management Trainee (NC)

Registered Wealth Management Client Associate

Wealth Management Associate

Financial Solutions Advisor Registration Candidate - Raleigh/Durham Market

Financial Professional

Trust Administrator

Lead Service Financial Consultant

Voya Financial Advisors Raleigh

Financial Solutions Advisor - Raleigh/Durham Market

Wealth Planning Senior Associate

Entry Level – Financial Advisor

Retirement Plan Counselor

Wealth Management Associate

Advisor Development Program - Carolina East Financial Solutions Advisor Trainee: Financial Center - Durham, NC (Spanish Speaking Preferred)

Senior Wealth Advisor

Associate Relationship Manager

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