Top 17 Entry level – financial advisor Jobs in Durham, Nc

Entry-Level Financial Sales Professional
Equitable Advisors —Raleigh, NC
- $24,000 - $100,000 a year
- Full-time
- Background check
- Sales
- Office
- Employee stock purchase plan
- Disability insurance
Quick Apply
Wealth Management Trainee (NC)
Bankers Life —Raleigh, NC
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Relationship Banker - (New Build) Wallbrook - Rolesville, NC
JPMorganChase —Raleigh, NC
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
9d
Wealth Management Associate
Curi Capital —Raleigh, NC
- $60,000 - $70,000 a year
- Hybrid work
- Research
- Office
- Finance
- Paid holidays
- Disability insurance
Wealth Management Associate
Equitable Advisors —Raleigh, NC
- Entry level
- Employee stock purchase plan
- Disability insurance
Relationship Banker - (New Build) Meadowmont Village - Chapel Hill, NC
JPMorganChase —Chapel Hill, NC
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
Entry Level – Financial Advisor
Equitable Advisors —Raleigh, NC
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Investment Retention Specialist
First Citizens Bank —Raleigh, NC
- Full-time
- Office
- High school diploma or GED
- Bachelor's degree
Investment Specialist
First Citizens Bank —Raleigh, NC
- Full-time
- Mid-level
- High school diploma or GED
- Bachelor's degree
Financial Solutions Advisor - Capital Blvd Financial Center (Bi-Lingual Spanish Required)
Bank of America —Raleigh, NC
- Full-time
- Background check
- Spanish
- Writing skills

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Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$24,000 - $125,000 a year
Quick Apply
Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year

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Entry-Level Financial Sales Professional

Equitable Advisors -
Raleigh, NC

Quick Apply

Job Details

Permanent | Full-time
$24,000 - $100,000 a year

Benefits

Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance
Professional development assistance
Life insurance

Qualifications

Teamwork
Sales
Series 66
Client services
Prospecting
Experience practicing in the securities industry
Coachability

Full Job Description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients.

Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

THE PATH: Years 1-2 is focused strongly on business development, warm and cold prospecting, sales and training to become proficient in our client process. Years 2+ beyond shift more to wealth management, planning, client retention and scaling your practice to reach your long-term career goals.

Role Highlights

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Location: In-office presence required
Work-Life Balance: Flexible schedule to maximize productivity and personal time

Skills & Experience

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States

Training & Development

FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Pay: $24,000.00 - $100,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Professional development assistance

Work Location: In person

Quick Apply

Refine Your Search

entry level – financial advisor jobs in durham, nc

Entry-Level Financial Sales Professional

Wealth Management Trainee (NC)

Relationship Banker - (New Build) Wallbrook - Rolesville, NC

Wealth Management Associate

Wealth Management Associate

Relationship Banker - (New Build) Meadowmont Village - Chapel Hill, NC

Entry Level – Financial Advisor

Investment Retention Specialist

Investment Specialist

Financial Solutions Advisor - Capital Blvd Financial Center (Bi-Lingual Spanish Required)

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