Raleigh, North Carolina, United States · Hybrid
$85k–$145k/yr
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax…
Skills: Financial Planning, Investment Management, Tax Planning, Estate Planning, Insurance Planning
Garner, North Carolina, United States · Hybrid
$60k–$120k/yr
Benefits: Life insurance WFH options Opportunity for advancement Paid time off Training & development 401(k) Bonus based on performance Competitive salary Flexible schedule Position Overview: Are you an experienced finan…
Skills: Financial Planning, Life And Health Insurance, Portfolio Management, Asset Allocation, Risk Management
Raleigh, North Carolina, United States · On-site
Concord Hospitality is seeking a proactive and results-driven Catering & Sales Manager to lead social and corporate catering events, including guest room bookings. This role combines sales, event management, and guest se…
Skills: Catering Sales, Event Management, Contract Negotiation, Revenue Maximization, Client Relationship Management
Charlotte, North Carolina, United States · On-site
Accelerate your career under our aggressive new management team at Independence Mazda! We are completely transforming our dealership culture and looking for high-energy, ambitious Automotive / Internet Sales Consultants …
Skills: Customer Relationship Management, Sales Closing, Digital Communication, Lead Management, Product Presentation
Raleigh, North Carolina, United States · On-site
The Director of Catering & Convention Services will be responsible for maximizing catering revenue through strategic forecasting, planning, team leadership, and client engagement. You will develop and execute sales goals…
Skills: Catering Sales, Event Management, Revenue Generation, Strategic Forecasting, Budgeting
Pinehurst, North Carolina, United States · On-site
$130k–$190k/yr
Eaton’s IS GOLF Pride US division is currently seeking a Global Commercial Planning Manager. This is a Full Time Onsite role, based at our headquarters in Pinehurst, NC! Relocation benefits are available from within the …
Skills: Demand Planning, S&OP/IBP, Statistical Forecasting, Commercial Planning, Team Management
Charlotte, North Carolina, United States · On-site
$45k–$50k/yr
Description About Us: Empire Marketing Strategies has been a leader in delivering exceptional in-store execution for over 40 years, enhancing the customer experience in grocery retail. Operating in all 18 Kroger division…
Skills: Merchandising, Customer Service, Product Analysis, Reporting, Inventory Management
Holly Springs, North Carolina, United States · Hybrid
Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, …
Skills: Networking, Relationship Building, Lead Generation, Cold Calling, Sales Presentations
Durham, North Carolina, United States · On-site
Leasing Consultant Pay range: Hourly + commission At Pegasus, we understand how valuable you are and we want to offer you a career, not a job. If our employees are happy, our owners are happy! We are growing and need YOU…
Skills: Consultative Selling, Customer Service, Communication Skills, Social Media, Microsoft Word
Raleigh, North Carolina, United States · On-site
Cornerstone Home Lending, a division of Cornerstone Capital Bank, is a unique national home lender with a reputation of amazing service, customer satisfaction, on-time closings, employee retention, and happiness. We empl…
Skills: Time Management, Organization, Customer Service, Written Communication, Verbal Communication
Wilmington, North Carolina, United States · Hybrid
Description Vantaca just achieved unicorn status with a $1.25B valuation, so it's safe to say we're past the "scrappy startup phase." We're not just building a successful company – we're building the category-defining pl…
Skills: Product Demonstrations, SaaS Delivery, Stakeholder Management, Project Management, Technical Sales
Raleigh, North Carolina, United States · On-site
Who we are: We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us. What we are looking for: We're …
Skills: Loan Origination, Coaching, Recruiting, Onboarding, Sales
Hendersonville, North Carolina, United States · On-site
We consider applications for this position on an ongoing basis. OVERVIEW Experience a perfect blend of deliberate purpose and clear-eyed vision. At Ulta Beauty, some of the industry’s most highly-esteemed beauty le…
Skills: Haircutting, Hair Coloring, Styling, Texture Treatments, Hair Extensions
Elizabethtown, North Carolina, United States · On-site
Position Summary We are seeking a highly organized and proactive Field Service Technician based in or around central/eastern NC, to execute on-farm hardware installations, provide trouble-shooting to customers and sell p…
Skills: Hardware Installation, Troubleshooting, Sales, Customer Education, Mechanical Systems
Charlotte, North Carolina, United States · On-site
Honeywell is seeking a dynamic, strategic, and results-driven Director of Sales Learning & Development to lead the design and execution of world-class sales enablement programs across Honeywell. This is a high-visibility…
Skills: Sales Learning & Development, Sales Enablement, Curriculum Architecture, B2B Sales Methodologies, Stakeholder Management
Archdale, North Carolina, United States · On-site
Who we are: Häfele America We are the largest subsidiary of a privately-held global powerhouse, in the areas of LED lighting, cabinet and furniture hardware, kitchen organization and much more. We offer an exception…
Skills: Customer service, Administrative support, Communication, Problem solving, Data entry
Gastonia, North Carolina, United States · On-site
The job posting is not necessarily reflective of actual compensation that may be earned, nor a promise of any specific pay for any specific employee, which is always dependent on actual experience, education, and other f…
Skills: Sales, Customer Service, Networking, Sales Presentations, Merchandising
Asheville, North Carolina, United States · On-site
LEASING CONSULTANT ABOUT THE CARROLL COMPANIES For over 30 years, The Carroll Companies have been committed to achieving business success by providing innovative, cost-effective real estate developments and services. Hea…
Skills: Apartment Leasing, Customer Service, Sales, Property Management Software, Microsoft Office Suite
Concord, North Carolina, United States · On-site
$150k–$200k/yr
Who We Are Joyce Factory Direct has been an industry leader in home remodeling since 1955, specializing in sunrooms, windows, baths, and doors. We proudly serve multiple markets including Cleveland, Pittsburgh, Charlotte…
Skills: Closing, In-Home Sales, B2C Sales, Objection Handling, Pipeline Management
Greensboro, North Carolina, United States · On-site
$150k–$200k/yr
Who We Are Joyce Factory Direct has been an industry leader in home remodeling since 1955, specializing in sunrooms, windows, baths, and doors. We proudly serve multiple markets including Cleveland, Pittsburgh, Charlotte…
Skills: In-Home Sales, Closing, B2C Sales, Lead Management, Objection Handling
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Serve as the primary trusted advisor for a book of 150-250 Wealth Path clients, focusing on retention and asset growth. Deliver comprehensive financial planning modules and support regional leadership as a subject matter expert in investments, tax, and estate planning.
Requires a Bachelor's degree in a business-related field and 5 to 25 years of job-related experience. A Certified Financial Planner (CFP) designation is required, with additional certifications like CFA or CPA preferred.
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts.
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Education: |
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Experience: |
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Certifications: |
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Job Skills: |
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Business & Technological Knowledge |
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Industry Experience |
Advanced knowledge of the industry, financial products, and financial planning concepts |
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Economic Landscape |
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients |
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Business Ops - CSU |
Strong working/core understanding of CSU Operations |
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SO's - FWS |
Can generate and review performance reports and present recommendations to client relationship manager |
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SO’s - FP |
Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients |
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Wealth Management |
Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities |
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Core Tech/Platforms |
Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign) |
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Compliance |
Comprehensive understanding of compliance requirements |
INTERPERSONAL EFFECTIVENESS |
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Teamwork & Collaboration |
Role model for cross-Firm teamwork and collaboration |
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Work Environment |
Role model for contributing to a positive work environment |
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Balancing Priorities |
Balances competing priorities and manages time pressures with composure |
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Trustworthiness |
Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability |
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Professional Presence |
If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions |
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Communications |
Presents oral and written communications in a concise and well-organized form |
CLIENT FOCUS & ACCOUNTABILITY |
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Client Service |
Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Wealth Advisors |
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Resource Coordination |
Begins to establish internal resource channels needed to deliver high quality work on a timely basis |
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Growth Mindset |
Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market |
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Quality |
Takes responsibility for ensuring work quality |
LEADERSHIP |
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Guiding Principles |
Consistently demonstrates full commitment to Firm vision and values |
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Talent Development & Team Leadership |
Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities. |
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Innovation & Change Management |
Identifies opportunities for improvement and proposes solutions |
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Firm-building |
Represents the Firm in a professional manner |
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Driving Results |
Partners with others to support achievement of KPI goals |
Work Schedule: Business hours Monday through Friday.
Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.
#LI-Hybrid
The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.
This position may also be eligible for a comprehensive benefits package, which includes:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email [email protected]. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
A family office for your family.
Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. Learn more about Mercer Advisors – a family office for your family.
Offices: 1200 17th St, Denver, Colorado 80202, US · 100 Sun Ave NE, Albuquerque, New Mexico 87109, US
Based on 2035 listings with disclosed salaries, most sales jobs in North Carolina pay between $50k–$165k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 9,215 open sales positions in North Carolina listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Lowe's Companies, Inc., Advance Auto Parts, AutoZone, Belk, Circle K, among others. Browse the listings above to see every active employer.
Yes — 1463 of the 9215 open sales positions offer remote or hybrid work (756 remote, 707 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
