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Financial Consultant Financial Advisor

Impact-Driven Financial Advisor Associate

Job in Cary, Wake County, North Carolina, 27518, USA
Listing for: Legacy Private Client Services
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A respected financial advisory firm in Cary, North Carolina, is seeking an Associate Financial Advisor (AFA) to support clients by crafting financial plans centered on their values. This position involves data analysis, preparing client documents, and collaborating with Lead Advisors. Ideal candidates should have 3–6 years in financial services with relevant licenses or the commitment to obtain them. Join a team recognized for its impact and mentorship opportunities in a culturally rich environment.
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Position Requirements
10+ Years work experience
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