Top 47 Financial specialist Jobs in Garner, 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
Accounting & Financial Operations Specialist
Jeffers, Mann, & Artman Pediatrics —Raleigh, NC
- From $30 an hour
- Full-time
- Finance
- Analysis skills
- Children
- Disability insurance
- Health insurance
Quick Apply
2d
Financial Services Professional - Hybrid Remote (NC)
Bankers Life —Raleigh, NC
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Systems Specialist, Pharmacy
WakeMed Health & Hospitals —Cary, NC
- Full-time
- Mid-level
- Associate's degree
Financial Analyst I-Rate Specialist (Full Time, Remote, North Carolina Based)
Alliance Health —Morrisville, NC
- $61,439 - $78,335 a year
- Full-time
- Remote
- Customer service
- Writing skills
- Research
2d
Financial Specialist, Facilities
WakeMed Health & Hospitals —Raleigh, NC
- Full-time
- Remote
- Mid-level
- Office
- Finance
Senior Financial Specialist - Capital/Projects
WakeMed Health & Hospitals —Raleigh, NC
- Full-time
- CPA
- Office
- Bachelor's degree
Credit Specialist
Container Graphics Corporation —Cary, NC
- $75,000 a year
- Full-time
- Mid-level
16h
Financial Specialist, Cost Reporting
WakeMed Health & Hospitals —Raleigh, NC
- Full-time
- Bachelor's degree
- Business Administration
- Senior level
14d
Program Control Specialist - Finance
Oak Grove Technologies LLC —Raleigh, NC
- $75,000 - $80,000 a year
- Oracle
- Mid-level
- Office
- Health insurance
- Paid time off
Quick Apply
Charter School Financial Professional
PRESTIGE SCHOOL SOLUTIONS LLC —Raleigh, NC
- $50,000 - $80,000 a year
- Remote
- CPA
- Data analysis skills
- Mid-level
- 401(k)
Quick Apply
Principal Specialist, General Finance
Collins Aerospace —Raleigh, NC
- $86,800 - $165,200 a year
- Full-time
- Remote
- 3 years
- Finance
- SQL
- Paid holidays
- Loan repayment program
10h
Temporary Program Specialist of Operations and Financial Analyst
North Carolina State University —Raleigh, NC
- $28.51 - $32.00 an hour
- Temporary
- Mid-level
Financial Sales Specialist
Cisco Systems —Research Triangle Park, NC
- $166,500 - $257,000 a year
- Full-time
- Remote
- 6 years
- Customer service
- Bachelor of Science
- Paid parental leave
- Paid holidays
8d
Controlling professional
Siemens Energy —Raleigh, NC
- Full-time
- CPA
- 5 years
- Office
- Paid holidays
- Health insurance
Credit Specialist
Container Graphics Corp. —Cary, NC
- $75,000 - $85,000 a year
- Full-time
- Google Workspace
- ERP systems
- Mid-level
Quick Apply
12h
IFS Finance Business Systems Specialist
Videndum —Cary, NC
- $100,000 - $120,000 a year
- Hybrid work
- Computer science
- Computer Science
- ERP systems
- Health insurance
- Flexible schedule
Quick Apply
Associate Financial Professional
Stone Press Financial Group —Raleigh, NC
- $80,000 a year
- Hybrid work
- CPA
- Computer literacy
- Mid-level
Quick Apply
Specialist III - Universal Banker (UB) (Capital Blvd Branch)
Atlantic Union Bank —Raleigh, NC
- $42,400 - $67,800 a year
- Computer literacy
- Writing skills
- Mid-level
- Disability insurance
- Health insurance
8d
Consumer Banking Relationship Specialist (Relationship Banker)
Bank OZK —Raleigh, NC
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Dental insurance
- Paid time off

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financial specialist jobs near garner, nc

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

financial specialist jobs in garner, nc

Entry-Level Financial Sales Professional

Accounting & Financial Operations Specialist

Financial Services Professional - Hybrid Remote (NC)

Financial Systems Specialist, Pharmacy

Financial Analyst I-Rate Specialist (Full Time, Remote, North Carolina Based)

Financial Specialist, Facilities

Senior Financial Specialist - Capital/Projects

Credit Specialist

Financial Specialist, Cost Reporting

Program Control Specialist - Finance

Charter School Financial Professional

Principal Specialist, General Finance

Temporary Program Specialist of Operations and Financial Analyst

Financial Sales Specialist

Controlling professional

Credit Specialist

IFS Finance Business Systems Specialist

Associate Financial Professional

Specialist III - Universal Banker (UB) (Capital Blvd Branch)

Consumer Banking Relationship Specialist (Relationship Banker)

I want to receive the latest job alert for financial specialist in garner, nc

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