Financial Advisor Jobs in North Carolina
Financial Advisor jobs in North Carolina are consistently active, with strong demand concentrated in wealth management, retirement planning, and financial planning for individual and institutional clients at every level from entry-level associates through senior advisors and branch managers. The busiest hiring metros are Charlotte, Raleigh, and Greensboro, anchored by major employers including Bank of America, Wells Fargo, and Northwestern Mutual, all of which maintain significant operations across the state. The most in-demand specialties are retirement income planning, investment advisory services, and insurance-linked financial planning. Find a role that fits below and apply directly.
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About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
Are you a driven relationship-builder who enjoys connecting with people, achieving goals, and helping others succeed?The Ameriprise Personal Wealth Group (APWG) is a team of 200 advisors supporting clients virtually. Through training, licensing support, mentorship, and hands-on client experience, you'll develop the skills needed to build trusted client relationships and help individuals make confident financial decisions.
Whether your background is in sales, business development, hospitality, athletics, customer service, military service, or another client-facing role, we're looking for individuals who are motivated by helping people and creating meaningful outcomes.
What You'll Do
- Prepare for and obtain key financial licenses
- Build consultative sales and relationship-management skills
- Engage directly with clients and prospective clients
- Learn how to identify client needs and recommend appropriate solutions
- Work toward performance goals in a client-focused, growth-oriented environment
- Receive coaching, mentorship, and professional development support
- Complete ongoing training to master products, tools, and client service
What We're Looking For
Required
- High school diploma or equivalent
- Strong communication and relationship-building skills
- Ability to thrive in a goal-oriented environment
- Commitment to obtaining required licenses
Preferred
- Bachelor's degree
- Experience in sales, business development, customer service, hospitality, athletics, military service, or other client-facing roles
- Demonstrated ability to influence, persuade, or build trust with others
- Coachable, resilient, and motivated to achieve results
- Interest in financial services and helping clients reach their goals
Training & Development
Ameriprise provides support to obtain:
- Securities Industry Essentials (SIE)
- Series 7
- Series 66
- Life Insurance Licenses
You'll receive ongoing coaching, mentorship, and development as you progress through a structured advisor career path.
Compensation & Benefits
- $55,000 starting salary while completing licensing requirements
- Opportunity to earn $57,000-$95,000+ within the first three years through salary and performance-based incentives
- Tuition reimbursement
- CFP® certification support
- Comprehensive benefits package
The Career Path
Upon obtaining your required licenses, you'll progress into the Client Support Associate role, where you'll gain deeper exposure to financial planning, client relationship management and advisor development.
As a Client Support Associate, you'll:
- Shadow client meetings
- Learn how financial plans are developed
- Expand your understanding of financial products and solutions
- Develop stronger client-facing and advisory skills through mentorship and coaching
From there, you'll have the opportunity to progress into a Financial Advisor role, where you'll lead client relationships, develop financial strategies and help individuals make confident financial decisions. As you grow your expertise and client impact, you'll continue to unlock new career and earning opportunities throughout your advisor journey.
Ready to Build a Career That Makes a Difference?
Join Ameriprise Personal Wealth Group and help clients feel confident about their financial future while creating a rewarding future of your own.
About This Opportunity
We regularly recruit for this role and maintain an active talent pool of interested candidates. While we may not have an immediate vacancy at the time of your application, we encourage you to apply if this opportunity aligns with your skills and experience.
All applications are carefully reviewed, and if your profile is a strong match, we will reach out as suitable positions become available. By applying, you’ll be considered for future openings as they arise.
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay Salary
The estimated base salary for this role is $55,000/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
See All 51 Financial Advisor Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
Find Financial Advisor JobsFinancial Advisor Jobs by City in North Carolina
Where North Carolina roles are concentrated, by current openings.
Financial Advisor Job Market in North Carolina
A snapshot from current North Carolina openings, updated as new roles post.
Who's Hiring



Top Industries Hiring
- Banking & Financial Services16
- Investment & Asset Management6
- Insurance4
What North Carolina Employers Look For
The qualifications that appear most often in financial advisor jobs across North Carolina.
- Active FINRA Series 65 or Series 66 license required or in progress in North Carolina
- Bachelor's degree in finance, economics, business, or a closely related field
- Series 7 General Securities Representative license required for investment product sales roles
- One or more years of client-facing experience in financial services or wealth management
- CFP designation preferred or active pursuit expected for senior advisory positions
- Demonstrated ability to develop and maintain a client book through outreach and referrals
Financial Advisor Jobs in North Carolina: Frequently Asked Questions
How do you become a financial advisor in North Carolina?
Becoming a financial advisor in North Carolina requires passing the relevant FINRA licensing exams before you can give investment advice or sell securities. Most roles require either the Series 65 (investment adviser representative) or a combination of the Series 7 and Series 66. North Carolina investment adviser representatives must register through the North Carolina Secretary of State Securities Division. A bachelor's degree in finance, business, or economics is the standard educational baseline most employers expect before sponsoring your licensing exams.
Which companies hire financial advisors in North Carolina?
Employers hiring financial advisors in North Carolina right now include First Command Financial Services, Truist, and Northwestern Mutual, based on current listings on Migrate Mate as of September 2026. North Carolina's concentration of major banking headquarters and insurance firms in Charlotte and regional wealth management offices in Raleigh and Greensboro means consistent openings across a range of firm types and client segments.
Which North Carolina cities have the most financial advisor jobs?
Charlotte, Raleigh, and Greensboro have the most financial advisor openings in North Carolina. Charlotte dominates the list as a major U.S. banking hub, home to Bank of America and Wells Fargo's national operations, while Raleigh's growth as a technology and professional services center has expanded demand for personal financial planning, and Greensboro draws activity from its insurance and regional banking presence.
Are there remote financial advisor jobs in North Carolina?
Yes, though they're less common than in purely analytical roles because client relationship management often requires in-person meetings. About 38% of financial advisor openings tied to North Carolina are remote or hybrid as of September 2026, reflecting a shift that accelerated after the pandemic. The tasks most likely to stay remote are financial plan preparation, portfolio reviews, and administrative client service work rather than new client prospecting.
How can I get hired as a financial advisor in North Carolina with little or no experience?
The most realistic entry path is joining a large firm's new advisor development program, which provides paid licensing support, a structured client acquisition curriculum, and a salary draw while you build your practice. Bank of America Merrill Lynch, Wells Fargo Advisors, and Northwestern Mutual all run formal new advisor associate programs in North Carolina. Starting in a financial services operations, client associate, or bank branch role at one of these firms is a common lateral move that leads to a licensed advisor seat within one to two years. Passing the Series 65 exam before applying gives candidates a clear edge.
Where can I find and apply to financial advisor jobs in North Carolina?
You can find and apply to financial advisor jobs in North Carolina on Migrate Mate, which lists current openings from employers hiring across the state right now. Search the listings, find roles that match your experience level and preferred location, and apply directly to the ones that fit.
See All 51 Financial Advisor Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
Find Financial Advisor Jobs