Financial Advisor Jobs in Chapel Hill, NC (200)
Chief People Officer
Accoravillage
Raleigh, North Carolina
New
Chief Financial Officer (CFO)
Kymanox
Morrisville, North Carolina
CFO Advisory Senior Manager CBIZ Advisory Services Interested Not Interested
Savvy
Raleigh, North Carolina
Technology Advisory Board Member (Course Credit Eligible / Community ServiceCredit Eligible / T[...]
Childhood Cancer Society
Durham, North Carolina
Brokerage Registered Client Service Associate
Truist
Raleigh, NC
Part-Time
401(k)
Dental Insurance
Vision Insurance
REMOTE - Customer Service / Sales Support
Henrie Agency
🌎 Remote
Remote
Health Insurance
‌
Accounting Supervisor
Accentuate Staffing
Research Triangle Park, NC
New
Dental Insurance
Vision Insurance
‌
Merrill Financial Solutions Advisor - Carolina East Market
Bank of America
Chapel Hill, NC
Diversity Leader
Eco-Friendly
$100k / year
‌
Financial Advisor
Atria Wealth Solutions
Raleigh, NC
‌
Merrill Experienced Financial Advisor
Bank of America
Raleigh, NC
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Consultant, Engagement Financial Advisor/ GPS
Deloitte
Raleigh, NC
Diversity Leader
$69.6k - $105k / year
‌
Financial Solutions Advisor Registration Candidate - Consumer Investments - Wakefield Financial Center
Bank of America
Raleigh, NC
Diversity Leader
Eco-Friendly
‌
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
Raleigh, NC
Diversity Leader
$63.4k - $144.3k / year
‌
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
Raleigh, NC
Diversity Leader
$85k - $193.4k / year
‌
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
Raleigh, NC
Diversity Leader
$119.5k - $272.1k / year
‌
Wealth Management Client Associate
Bank of America
Raleigh, NC
Diversity Leader
Eco-Friendly
‌
Oracle Cloud Financial Consultant
Accenture
Raleigh, NC
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)
Deloitte
Raleigh, NC
Diversity Leader
$85k - $193.4k / year
‌
Business Assurance Security Manager
Envestnet
Raleigh, NC
Hybrid
401(k)
PTO
Dental Insurance
Vision Insurance
‌
Tax Manager - Financial Svcs-Hedge Fund Tax (East Region City Locations)
Deloitte
Raleigh, NC
Diversity Leader
$85k - $193.4k / year
‌
Operations & Technology Transformation , Guidewire Configuration/Integration - Senior Consultant
Deloitte
Raleigh, NC
Diversity Leader
$125k - $208.3k / year
‌
Consultant, Operations and Technology Transformation, Guidewire Application Developer
Deloitte
Raleigh, NC
Diversity Leader
$93.2k - $155.4k / year
‌
Delivery Engineer (Sr Business Analyst) Remote
Broadridge Financial Solutions
🌎 Remote
$75k / year
‌
Tax Manager - Sustainability, Climate & Equity - Renewable Energy
Deloitte
Raleigh, NC
Diversity Leader
$85k - $193.4k / year
‌
Operations & Technology Transformation, Guidewire Application Java Developer - Senior Consultant
Deloitte
Raleigh, NC
Diversity Leader
$124.9k - $208.3k / year
‌
Advisory Senior Consultant - SAP Treasury
Deloitte
Raleigh, NC
Diversity Leader
$102.8k - $188.4k / year
‌
Power, Utilities & Renewables Consulting Manager, Enterprise Asset Management
Deloitte
Raleigh, NC
Diversity Leader
$131.2k - $218.6k / year
‌
Entry Level - Financial Advisor
Equitable Advisors
Raleigh, NC
New
Entry-Level
Dental Insurance
Vision Insurance
‌
Financial Consultant
Powerwell
Raleigh, NC
New
401(k)
Dental Insurance
Vision Insurance
$90 - $150 / day
‌
Financial Services Professional
Equitable Advisors
Raleigh, NC
New
Entry-Level
Dental Insurance
Vision Insurance
‌
Financial Advisor
Masis Professional Group
🌎 Remote
New
Remote
‌
Financial Advisor
State Farm
🌎 Remote
New
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
$80k - $140k / year
‌
Financial Advisor
Mosaic Retirement Planning
🌎 Remote
New
Part-Time
Remote
Hourly
‌
Merrill Financial Solutions Advisor - Carolina East Market
Bank of America
Chapel Hill, NC
Diversity Leader
Eco-Friendly
$100k / year
Job Description
Working as a Financial Advisor in Chapel Hill, NC
There are 200 Financial Advisor opportunities available in Chapel Hill, NC all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Chapel Hill, NC
Financial Advisors in Chapel Hill, NC Resume Data
Average Experience for Financial Advisors in Chapel Hill, NC
- More than 10 years: 66%
- 6-10 years: 22%
- 3-5 years: 8%
- 1-2 years: 4%
Educational Background for Financial Advisors in Chapel Hill, NC
- Bachelors: 62%
- Masters: 22%
- Diploma: 9%
- Associates: 7%
Top Skill for Financial Advisors in Chapel Hill, NC
- Customer focus & orientation: 18%
- Attention to detail: 16%
- Sales skills: 16%
- Verbal communication: 10%
- Customer service: 8%
- Analyzing data: 8%
- Administrative assistant/receptionist: 6%
- Spreadsheets with Microsoft Excel: 6%
- Project timeline management: 6%
- Work style: Reliability: 6%
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