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Entry-level financial advisor associate jobs in North Carolina: 17 open roles

17 open entry-level financial advisor associate jobs in North Carolina, taken from employers’ own career sites and checked to still be open. A client associate supports a financial advisor: preparing client meetings, processing account paperwork and answering routine client questions. A path toward becoming an advisor.

Open entry-level financial advisor associate jobs in North Carolina

Verified against the employer’s own career site within the last week.

Showing the newest 15 of about 17 verified open jobs here. Search all jobs

Search all financial advisor associate jobs in North Carolina · What a financial advisor associate does and the skills it takes

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The financial advisor associate job in North Carolina

The job is the same anywhere; what changes is who is hiring.

A typical day

  1. 1. Prepare client meeting materials
  2. 2. Process account forms and transfers
  3. 3. Answer client questions
  4. 4. Maintain records
  5. 5. Study for licenses (e.g., SIE, Series 7)

Skills it uses

  1. 1. Client service
  2. 2. Attention to detail
  3. 3. Financial products basics
  4. 4. Compliance awareness
  5. 5. CRM software
Find training for these skills

Employers hiring in North Carolina

  • Truist Financial 5
  • Truist 2
  • Allworth Financial 1
  • Alphabe Insight 1
  • Bank of America 1
  • Bill Good Marketing 1
  • Choreo 1
  • Corps Team 1

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