Financial Director Jobs in North Carolina
Financial Director jobs in North Carolina are in steady demand, with the strongest concentration in corporate finance, healthcare systems, and financial services across a seniority range from director-level to executive. Charlotte, Raleigh, and Durham are the primary hiring markets, anchored by employers such as Bank of America, Duke University Health System, and Honeywell, which maintain significant North Carolina operations and hire financial directors on a recurring basis. The most sought-after specialties include financial planning and analysis, treasury management, and healthcare finance. Find a role that fits below and apply directly.
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Showing 5 of 26+ Financial Director jobs
As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions, or third-party compensation for any of the investments or recommendations we offer our clients. In addition, you will engage in NO marketing activities.
Unlike traditional advisory roles that focus on converting prospects into clients, this position serves clients who have already chosen to engage with the firm and completed the enrollment process. The firm qualifies, enrolls, and assigns clients to advisors, allowing you to focus on what you do best: developing trusted relationships, delivering comprehensive financial planning, and helping clients make informed decisions that improve their financial well-being over time.
Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software to help you deliver the right advice to your clients.
Success in this role is driven by client satisfaction, retention, and your ability to deepen relationships that naturally lead to additional assets, expanded planning opportunities, and referrals from existing clients and their networks. Rather than managing a sales pipeline, your focus will be on delivering an exceptional client experience that strengthens long-term relationships and supports organic growth.
We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice, ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, establish effective relationships, and deepen client engagement through ongoing planning conversations, this may be the opportunity for you!
Responsibilities:
- Serve the client's best interests, providing outstanding financial advice and guidance.
- Build trusted, long-term relationships with clients who have already engaged with the firm and are seeking ongoing planning and advice.
- Effectively evaluate client situations and analyze their needs.
- Develop and present a compelling set of recommendations.
- Deliver comprehensive financial planning across all areas of a client's financial life.
- Adept at building positive relationships with clients.
- Proactively identify opportunities to deepen client engagement and expand planning discussions as clients' needs evolve.
- Generate organic growth through exceptional client service, trusted advice, and strong relationship management that leads to referrals, introductions, and additional assets from existing client relationships.
- Skilled at influencing clients to improve their financial well-being.
- Drive client retention and satisfaction through exceptional advice, service, and relationship management.
Requirements:
- Direct client-facing experience in a fee-based wealth management or planning role.
- Results-driven approach with a consistent track record of building and maintaining strong client relationships.
- Demonstrated ability to deliver comprehensive financial planning and generate organic growth through client retention, referrals, and relationship development.
- Desire for role with base salary, performance-based compensation, and growing earnings potential.
- Must possess an active Series 65.
- Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment.
- A clean U-4.
- A Certified Financial Planner (CFP) or other certification is desired but not required.
Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 – $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions, or third-party compensation for any of the investments or recommendations we offer our clients. In addition, you will engage in NO marketing activities.
Unlike traditional advisory roles that focus on converting prospects into clients, this position serves clients who have already chosen to engage with the firm and completed the enrollment process. The firm qualifies, enrolls, and assigns clients to advisors, allowing you to focus on what you do best: developing trusted relationships, delivering comprehensive financial planning, and helping clients make informed decisions that improve their financial well-being over time.
Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software to help you deliver the right advice to your clients.
Success in this role is driven by client satisfaction, retention, and your ability to deepen relationships that naturally lead to additional assets, expanded planning opportunities, and referrals from existing clients and their networks. Rather than managing a sales pipeline, your focus will be on delivering an exceptional client experience that strengthens long-term relationships and supports organic growth.
We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice, ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, establish effective relationships, and deepen client engagement through ongoing planning conversations, this may be the opportunity for you!
Responsibilities:
- Serve the client's best interests, providing outstanding financial advice and guidance.
- Build trusted, long-term relationships with clients who have already engaged with the firm and are seeking ongoing planning and advice.
- Effectively evaluate client situations and analyze their needs.
- Develop and present a compelling set of recommendations.
- Deliver comprehensive financial planning across all areas of a client's financial life.
- Adept at building positive relationships with clients.
- Proactively identify opportunities to deepen client engagement and expand planning discussions as clients' needs evolve.
- Generate organic growth through exceptional client service, trusted advice, and strong relationship management that leads to referrals, introductions, and additional assets from existing client relationships.
- Skilled at influencing clients to improve their financial well-being.
- Drive client retention and satisfaction through exceptional advice, service, and relationship management.
Requirements:
- Direct client-facing experience in a fee-based wealth management or planning role.
- Results-driven approach with a consistent track record of building and maintaining strong client relationships.
- Demonstrated ability to deliver comprehensive financial planning and generate organic growth through client retention, referrals, and relationship development.
- Desire for role with base salary, performance-based compensation, and growing earnings potential.
- Must possess an active Series 65.
- Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment.
- A clean U-4.
- A Certified Financial Planner (CFP) or other certification is desired but not required.
Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 – $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
See All 26 Financial Director Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
Find Financial Director JobsFinancial Director Jobs by City in North Carolina
Where North Carolina roles are concentrated, by current openings.
Financial Director Job Market in North Carolina
A snapshot from current North Carolina openings, updated as new roles post.
Who's Hiring
What North Carolina Employers Look For
The qualifications that appear most often in financial director jobs across North Carolina.
- CPA credential or CMA recognized by the North Carolina State Board of CPA Examiners
- Bachelor's degree in accounting, finance, or a closely related business discipline
- Minimum of eight to ten years of progressive financial management experience
- Demonstrated expertise in financial planning, budgeting, and long-range forecasting
- Experience managing and mentoring a finance team of three or more staff
- Proficiency with ERP systems such as SAP, Oracle, or Microsoft Dynamics
Financial Director Jobs in North Carolina: Frequently Asked Questions
How do you become a financial director in North Carolina?
The most common path to a financial director role in North Carolina starts with a bachelor's degree in accounting or finance, followed by earning a CPA credential through the North Carolina State Board of CPA Examiners or a CMA through the Institute of Management Accountants. From there, candidates typically progress through senior accountant and controller roles before moving into director-level positions, often within North Carolina's large healthcare systems, financial institutions, or corporate headquarters.
Which companies hire financial directors in North Carolina?
Employers hiring financial directors in North Carolina right now include SAS, UBS, and TIAA, based on current listings on Migrate Mate as of November 2026. North Carolina's mix of Fortune 500 corporate headquarters in Charlotte, major research university systems in the Triangle, and a growing healthcare sector means financial director openings appear consistently across multiple industries.
Which North Carolina cities have the most financial director jobs?
Charlotte, Raleigh, and Cary account for the most financial director openings in North Carolina. Charlotte drives the highest volume as the state's largest corporate and banking hub, while Raleigh and Durham benefit from a dense concentration of technology companies, research universities, and healthcare networks that require dedicated financial leadership.
Are there remote financial director jobs in North Carolina?
Yes, and more than many senior finance roles, because financial directors in corporate and technology environments often work primarily with data, reporting systems, and distributed teams. About 78% of financial director openings tied to North Carolina are remote or hybrid as of November 2026. Strategic planning, FP&A, and investor reporting functions tend to offer the most remote flexibility, while roles tied to healthcare operations or on-site manufacturing typically require a regular in-person presence.
How can I get hired as a financial director in North Carolina with little or no experience?
The most realistic entry point is securing a senior financial analyst or accounting manager role with a large North Carolina employer, such as a hospital network like Atrium Health or a corporate employer based in Charlotte or the Research Triangle. Rotational finance development programs at larger North Carolina corporations provide structured exposure across accounting, treasury, and FP&A. Earning a CPA through the North Carolina State Board of CPA Examiners signals readiness for leadership and gives candidates a measurable edge over peers without a credential.
Where can I find and apply to financial director jobs in North Carolina?
You can find and apply to financial director jobs in North Carolina on Migrate Mate, which lists current openings in the state. Search the available roles, find the ones that fit your background and target location, and apply directly to each employer through the listing.
See All 26 Financial Director Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
Find Financial Director Jobs