Top 190 Finance Jobs in Graham Nc

Financial Planner
Investors Title Insurance Company —Chapel Hill, NC
- Full-time
- 7 years
- Office
- Business development
Quick Apply
Financial Center Manager I
Allegacy Federal Credit Union —Greensboro, NC
- Full-time
- Microsoft Word
- Computer literacy
- Mid-level
- Health savings account
- Health insurance
Quick Apply
2d
Financial Advisor
TPM Placement —Chapel Hill, NC
- $110,000 - $125,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Writing skills
- Health insurance
- 401(k)
Quick Apply
Real Estate Appraiser
Sun Point Appraisals, Inc —North Carolina
- $50,000 - $200,000 a year
- Part-time
- Remote
- Writing skills
- Mid-level
- Residential
- Professional development assistance
Quick Apply
Mortgage Disclosure Representative 1- Greensboro, NC
F.N.B. Corp. —Greensboro, NC
- Full-time
- Computer literacy
- Mid-level
- Office
Associate Financial Advisor
Edward Jones —Burlington, NC
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Paid training
9h
Relationship Banker - Alamance Crossing Financial Center
Bank of America —Burlington, NC
- Extended hours
- Office
- Finance
- High school diploma or GED
3d
Financial Planning and Analyst
Sasser Companies —Whitsett, NC
- $55,000 - $75,000 a year
- Full-time
- ERP systems
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Analyst
Labcorp —Burlington, NC
- Full-time
- Hybrid work
- Mid-level
- Office
- Microsoft Office
- Employee stock purchase plan
- Disability insurance
Financial Analyst
Cone Health —Burlington, NC
- Databases
- High school diploma or GED
- Associate's degree
Roving Relationship Banker - Alamance County
Truliant Federal Credit Union —Burlington, NC
- Overtime
- Computer literacy
- Basic math
- English
- Wellness program
- Paid holidays
CFO
CompHealth —North Carolina
- $120,000 - $150,000 a year
- Email
- CPA
- Primary Care
- Master's degree
- Relocation assistance
- Health insurance
Controller
Colfax Furniture —Greensboro, NC
- From $45,000 a year
- Full-time
- CPA
- Computer literacy
- Office
Quick Apply
Certified Residental Appraiser
Efird Appraisals —North Carolina
- $75,000 - $150,000 a year
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
2d
Regional Real Estate Analyst (CLT)
Lidl —Mebane, NC
- $135,000 a year
- Full-time
- Mid-level
- Travel
- Organizational skills
- AD&D insurance
- Paid holidays
2d
Finance Manager (Automotive)
Burlington Kia —Burlington, NC
- Background check
- Dealership
- Customer service
- Paid holidays
- Health insurance
Quick Apply
Sr FP&A Analyst
Lenovo —Whitsett, NC
- Full-time
- 5 years
- Office
- Bachelor's degree
Universal Banker- Hillsborough
Truist Bank —Hillsborough, NC
- Extended hours
- Computer literacy
- English
- Office
- AD&D insurance
- Paid holidays
Entry-Level Financial Professional
Stone Press Financial Group —Greensboro, NC
- $80,000 a year
- Hybrid work
- Computer literacy
- Research
- Microsoft Office
- Life insurance
Quick Apply
Tax Appraiser
Alamance County Government —Graham, NC
- $50,901 - $63,626 a year
- Full-time
- 18 years or older
- Clean driving record
- Computer literacy
- Paid parental leave
- Health savings account
5d

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finance jobs near graham nc

Financial Planner

Investors Title Insurance Company -
Chapel Hill, NC

Quick Apply

Job Details

Full-time

Qualifications

Bachelor's degree

Full Job Description

Financial Planner
Investors Trust Company
Chapel Hill, NC (in-office)

Join a highly respected wealth management team where your expertise in financial planning and relationship management will directly influence client success. This is a senior-level opportunity to serve as a trusted advisor to high-net-worth individuals, families, and organizations—guiding complex financial decisions while building lasting, meaningful relationships.

Why You'll Love This Role:

Work closely with clients, providing strategic guidance across investment management, trust services, and financial planning
Play a visible, leadership-oriented role within a collaborative and experienced advisory team
Influence and shape planning strategies while serving as a key resource across the organization
Build strong relationships both internally and externally, including with centers of influence such as attorneys and CPAs
Stay at the forefront of industry trends, tax law changes, and fiduciary best practices

What You'll Do:

Maintain and deepen relationships with existing and prospective wealth management clients, delivering high-touch, personalized service
Engage regularly with clients to understand evolving needs, uncover opportunities, and strengthen long-term partnerships
Ensure consistent, proactive communication and documentation through CRM tools and workflows
Develop new investment management and trust relationships with high-net-worth individuals, families, businesses, and charitable organizations
Execute an active business development strategy, including outreach to attorneys, CPAs, and other key referral sources
Participate in community and professional organizations to expand presence and influence
Lead and coordinate financial planning and fiduciary activities for clients, collaborating with internal partners
Stay current on regulatory, tax, and planning developments and communicate insights to both clients and team members
Ensure trust accounts are administered in accordance with governing documents and fiduciary standards

What We're Looking For:

7+ years of experience in investment-related business development, ideally within wealth management or trust services
Bachelor’s degree required; CFP or CTFA designation required
Demonstrated success working with and marketing to high-net-worth clients
Strong communication, interpersonal, and relationship management skills
Proven ability to independently develop and grow client relationships and referral networks
Solid understanding of financial planning, estate planning, retirement planning, and trust services
High level of integrity, sound judgment, and professionalism
Self-directed approach with the ability to proactively guide clients through complex planning processes

The Company is an equal opportunity employer. As such, the Company offers equal employment opportunities without regard to race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, veteran status and other protected class characteristics.

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Quick Apply

Refine Your Search

finance jobs in graham nc

Financial Planner

Financial Center Manager I

Financial Advisor

Real Estate Appraiser

Mortgage Disclosure Representative 1- Greensboro, NC

Associate Financial Advisor

Relationship Banker - Alamance Crossing Financial Center

Financial Planning and Analyst

Financial Analyst

Financial Analyst

Roving Relationship Banker - Alamance County

CFO

Controller

Certified Residental Appraiser

Regional Real Estate Analyst (CLT)

Finance Manager (Automotive)

Sr FP&A Analyst

Universal Banker- Hillsborough

Entry-Level Financial Professional

Tax Appraiser

I want to receive the latest job alert for finance in graham nc

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