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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Financial Advisor – Partner Track
Your Capital Financial | Winston-Salem, NC
Your Capital Financial is looking for an experienced financial advisor who wants the independence of building their own practice, the support of an established firm, and a clear path to ownership. This role is designed for a professional who is ready to grow their book and, over time, become a partner in the firm.
What We’re Looking For
- Active Series 65 license (or ability to register as an Investment Adviser Representative upon joining)
- An established book of business with a loyal client base
- Several years of experience in wealth management, financial planning, or advisory services
- A client-first, fiduciary mindset and a strong commitment to compliance
- An entrepreneurial drive and interest in long-term ownership
What We Offer
- 80% payout on the revenue you generate
- Negotiated sign-on bonus based on experience and book size
- Partnership track, with the goal of becoming a partner in the firm
- A collaborative, independent environment where you keep the client relationships you build
Pay: From $50,000.00 per year
Application Question(s):
- Do you have an existing book of business?
License/Certification:
- Series 65 (Preferred)
Work Location: Hybrid remote in Winston-Salem, NC 27103
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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 Management5
- Insurance3
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 Bank of America, Truist, and First Command Financial Services, based on current listings on Migrate Mate as of November 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 Cary 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 30% of financial advisor openings tied to North Carolina are remote or hybrid as of November 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 42 Financial Advisor Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
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