Top 29 Financial associate Jobs in Durham, Nc

Wealth Management Associate
Equitable Advisors —Raleigh, NC
- Entry level
- Employee stock purchase plan
- Disability insurance
Post-Doc Research Associate
University of North Carolina at Chapel Hill —Chapel Hill, NC
- $65,000 - $75,000 a year
- Temporary
- Mid-level
- Finance
- University
- Vision insurance
Part Time (20 Hours) Associate Banker, Carraway Village Branch, Chapel Hill, NC
JPMorganChase —Chapel Hill, NC
- Part-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
12d
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
Curi Capital —Raleigh, NC
- $60,000 - $70,000 a year
- Hybrid work
- Research
- Office
- Finance
- Paid holidays
- Disability insurance
Associate Financial Advisor
Edward Jones —Durham, NC
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
12d
FP&A Associate
Vulcan Elements —Durham, NC
- ERP systems
- Office
- Finance
Quick Apply
Part Time (20 Hours) Associate Banker, Carolina Square Branch, Chapel Hill, NC
JPMorganChase —Chapel Hill, NC
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
13d
Registered Wealth Management Client Associate
Bank of America —Raleigh, NC
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Associate Financial Professional
Stone Press Financial Group —Raleigh, NC
- $80,000 a year
- Hybrid work
- CPA
- Computer literacy
- Mid-level
Quick Apply
Retail Personal Banker Associate II - Cary
Fifth Third Bank —Cary, NC
- Full-time
- Mid-level
- Office
- Math
Associate Director, Venture Banking
Live Oak Bank —Durham, NC
- $128,500 - $179,900 a year
- Full-time
- Microsoft Word
- Customer service
- Office
- Paid sick time
6d
Retail Personal Banker Associate I - Wake Forest
Fifth Third Bank —Wake Forest, NC
- Full-time
- Office
- Math
- Travel
Financial Center Manager Associate- Durham and Surrounding Area
Fifth Third Bank —Durham, NC
- Full-time
- Mid-level
- Office
- Leadership
2d
U.S. Private Bank - Private Banker - Associate
JPMorganChase —Raleigh, NC
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
- Health insurance
- Tuition reimbursement
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 Director, Financial Planning & Analysis
United Therapeutics —Research Triangle Park, NC
- Full-time
- Hybrid work
- Microsoft Excel
- ERP systems
- Office
- Paid parental leave
- Employee stock purchase plan
Associate, Valuation
Bowery Valuation —Raleigh, NC
- Full-time
- Writing skills
- Research
- Finance
- Commuter assistance
- Disability insurance
Quick Apply
9d
Associate Director, Partnership Finance
IQVIA —Durham, NC
- $80,400 - $223,900 a year
- Full-time
- 7 years
- Office
- Finance
Financial Center Manager Associate -Cary and Surrounding Areas
Fifth Third Bank —Cary, NC
- Full-time
- Mid-level
- Office
- Leadership
2d

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financial associate jobs near durham, nc

Wealth Management Associate

Equitable Advisors -
Raleigh, NC

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Job Details

Benefits

Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
Vision insurance
401(k) matching
Life insurance

Qualifications

Wealth management
Customer relationship building
Managing clients in a finance role
Customer relationship management
Financial counseling
Entry level

Full Job Description

Wealth Management Associate - NC, Raleigh (5128)

(240000HN)

Primary Location : UNITED STATES-NC-Raleigh

Organization : Equitable Advisors

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

Our people

Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.

We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment

Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit

Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually

Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves

Training and support

To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs.

Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.

Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.

Benefits and compensation

Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”).

Equitable Advisors’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE- 5929421.1 (9/23)(Exp.9/25)

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Refine Your Search

financial associate jobs in durham, nc

Wealth Management Associate

Post-Doc Research Associate

Part Time (20 Hours) Associate Banker, Carraway Village Branch, Chapel Hill, NC

Wealth Planning Senior Associate

Wealth Management Associate

Associate Financial Advisor

FP&A Associate

Part Time (20 Hours) Associate Banker, Carolina Square Branch, Chapel Hill, NC

Registered Wealth Management Client Associate

Associate Financial Professional

Retail Personal Banker Associate II - Cary

Associate Director, Venture Banking

Retail Personal Banker Associate I - Wake Forest

Financial Center Manager Associate- Durham and Surrounding Area

U.S. Private Bank - Private Banker - Associate

Client Services Associate/Trader

Associate Director, Financial Planning & Analysis

Associate, Valuation

Associate Director, Partnership Finance

Financial Center Manager Associate -Cary and Surrounding Areas

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