Top 52 Cfa Jobs in Raleigh, Nc

Wealth Management Associate
Equitable Advisors —Raleigh, NC
- Entry level
- Employee stock purchase plan
- Disability insurance
U.S. Private Bank - Private Banker - Associate
JPMorganChase —Raleigh, NC
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
- 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
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
Vice President, Accounting & Tax
CAMPBELL OIL CO INC —Raleigh, NC
- Full-time
- CPA
- Ability to walk for extended periods
- Office
- Health insurance
- Dental insurance
Quick Apply
9d
Treasury Director
Selby Jennings —Durham, NC
- $180,000 - $200,000 a year
- CPA
- Office
- Finance
Quick Apply
2d
Chief Executive Officer
United Methodist Foundation of North Carolina —Garner, NC
- $200,000 - $225,000 a year
- Full-time
- 7 years
- Office
- Finance
Quick Apply
7d
Market & Economic Research Analyst I
First Citizens Bank —Raleigh, NC
- Full-time
- Mid-level
- Office
- Finance
9d
Manager, Finance
Duke Health —Durham, NC
- Full-time
- Management
- CPA
- Hospital
11d
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Raleigh-Durham, NC
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
SAP Treasury Senior Consultant
Deloitte —Raleigh, NC
- $110,700 - $218,300 a year
- Full-time
- Microsoft Excel
- CPA
- Mid-level
Investment Banking Consultant
Accenture —Raleigh, NC
- $59,100 - $205,800 a year
- Full-time
- Research
- Bachelor's degree
- US work authorization
- Paid holidays
- Disability insurance
Senior Investment Analyst
Novo Nordisk —Clayton, NC
- English
- Office
- Finance
- Paid holidays
- Disability insurance
Finance Analyst
Cisco Systems —Research Triangle Park, NC
- $78,600 - $142,700 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
- Paid parental leave
- Paid holidays
1d
Oracle EPM (EPBCS~EPCM) Consultant
Deloitte —Raleigh, NC
- $86,700 - $170,900 a year
- Full-time
- Oracle
- CPA
- Up to 50% travel
Director of Financial Operations
MAINSTREAM FIBER NETWORKS LLC —Raleigh, NC
- Full-time
- Remote
- 7 years
- CPA
- Finance
Quick Apply
Kyriba Treasury Transformation Senior Consultant
Deloitte —Raleigh, NC
- $110,700 - $218,300 a year
- Full-time
- CPA
- Mid-level
- Finance
Treasury Transformation Manager - Kyriba
Deloitte —Raleigh, NC
- $134,100 - $265,100 a year
- Full-time
- CPA
- 5 years
- System design
SVP, Finance
MetaMetrics Inc —Durham, NC
- $215,000 - $240,000 a year
- Full-time
- Remote
- CPA
- Computer literacy
- Finance
Quick Apply
22h
U.S. Private Bank - Private Banker - Vice President
JPMorganChase —Raleigh, NC
- Full-time
- 6 years
- Bachelor's degree
- Organizational skills
- Health insurance
- Tuition reimbursement
3d

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cfa jobs near raleigh, nc

Wealth Management Associate

Equitable Advisors -
Raleigh, NC

Apply Now

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)

Apply Now

Refine Your Search

cfa jobs in raleigh, nc

Wealth Management Associate

U.S. Private Bank - Private Banker - Associate

Entry Level – Financial Advisor

Entry-Level Financial Sales Professional

Vice President, Accounting & Tax

Treasury Director

Chief Executive Officer

Market & Economic Research Analyst I

Manager, Finance

Senior Wealth Advisor

SAP Treasury Senior Consultant

Investment Banking Consultant

Senior Investment Analyst

Finance Analyst

Oracle EPM (EPBCS~EPCM) Consultant

Director of Financial Operations

Kyriba Treasury Transformation Senior Consultant

Treasury Transformation Manager - Kyriba

SVP, Finance

U.S. Private Bank - Private Banker - Vice President

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