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Financial Services Financial Advisor

Wealth Advisor: HNW & Institutional Clients

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: First National Bank
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Services, 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 leading financial service provider is seeking a Wealth Advisor to drive new revenue and enhance client experiences in Raleigh, North Carolina. The role involves selling investment services, maintaining compliance, and preparing detailed reports. Candidates must have a BA or BS degree, 5 years of experience, and strong project management skills. Preferred qualifications include a CTFA or CFP designation and excellent communication skills.

This position may involve frequent driving as per job requirements.
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