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Assistant Wealth Management Jobs in Raleigh, NC (NOW HIRING)

Curi Capital

Wealth Management Associate

Raleigh, NC · Hybrid

$15.25 - $20.50/hr

... as a Wealth Management Associate . In this role, you will be responsible for performing ... You will also assist the Wealth Advisors in establishing relationships with clients and be ...

Curi Capital

Wealth Management Associate

Raleigh, NC · On-site

$60K - $70K/yr

... as a Wealth Management Associate . In this role, you will be responsible for performing ... You will also assist the Wealth Advisors in establishing relationships with clients and be ...

Pwc

Asset & Wealth Management Tax Manager

Raleigh, NC

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... You will review and analyse financial data, prepare and file tax returns, and assist businesses in ...

Envestnet

Senior Sales Engineer

Raleigh, NC

Since 1999, Envestnet has served the wealth management industry and today supports trillions in ... cases. * Assist technical discovery sessions to gather and document client requirements and ...

Envestnet

Senior Sales Engineer

Raleigh, NC

Since 1999, Envestnet has served the wealth management industry and today supports trillions in ... cases. * Assist technical discovery sessions to gather and document client requirements and ...

Envestnet

Senior Sales Engineer

Raleigh, NC

Since 1999, Envestnet has served the wealth management industry and today supports trillions in ... cases. * Assist technical discovery sessions to gather and document client requirements and ...

PLACE

Showing Assistant

Raleigh, NC · On-site

$40K - $75K/yr

We are focused on helping others manage and grow wealth through real estate through education, tech and wealth management skills.

PLACE

Showing Assistant

Raleigh, NC · On-site

We are focused on helping others manage and grow wealth through real estate through education, tech and wealth management skills.

BetaNXT Inc

Product Manager, Tax Information Reporting

Cary, NC · On-site

$113K - $148K/yr

... wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We ... issues. * Assist in product feature definition for sales and marketing; work with the Project ...

CAPTRUST

Business Development Senior Associate

Raleigh, NC

$43K - $59K/yr

Advisor support: assist advisors with sales support related needs at the direction of the wealth management leadership team * Collaborate with other departments within CAPTRUST on sales enablement ...

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All JobsWealth Management JobsAssistant Wealth Management JobsAssistant Wealth Management Jobs in Raleigh, NC

Assistant Wealth Management information

See Raleigh, NC salary details

$28.2K

$47K

$67.6K

How much do assistant wealth management jobs pay per year?

As of Jul 19, 2026, the average yearly pay for assistant wealth management in Raleigh, NC is $47,045.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,800.00 and $47,100.00 per year, depending on experience, location, and employer.

What is an Assistant Wealth Management professional?

An Assistant Wealth Management professional supports wealth managers and financial advisors in managing client portfolios, preparing investment reports, and handling administrative tasks. They often help with client communications, account documentation, scheduling meetings, and conducting preliminary research on investment opportunities. Their role is essential for ensuring the smooth operation of wealth management teams and providing a high level of service to clients. They usually work under the supervision of senior advisors and may be on a path to becoming certified financial planners or wealth managers themselves.

What is the difference between Assistant Wealth Management vs Financial Advisor?

AspectAssistant Wealth ManagementFinancial Advisor
CertificationsMay have certifications like CFP, but often in trainingTypically holds CFP, Series 7, 66, or 65 licenses
Work EnvironmentSupports senior advisors, works in offices or client meetingsInteracts directly with clients, provides financial planning
ResponsibilitiesAdministrative support, research, preparing reportsDevelops financial plans, advises clients on investments

Assistant Wealth Management roles primarily support senior advisors with administrative and research tasks, while Financial Advisors directly engage with clients to develop personalized financial strategies. Both roles require relevant certifications, but Financial Advisors typically hold more licenses and have a client-facing focus.

What does a wealth assistant do?

A wealth assistant supports financial advisors by preparing client reports, managing schedules, and handling administrative tasks. They often assist with client communications, data entry, and using financial planning software, requiring strong organizational skills and attention to detail.

What are the key skills and qualifications needed to thrive as an Assistant Wealth Management professional, and why are they important?

To thrive as an Assistant Wealth Management professional, you need a solid grasp of financial principles, investment products, and client servicing, usually supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with CRM systems, portfolio management software, and regulatory compliance tools is typically required, and certifications like the Series 7 or Series 66 can be advantageous. Strong interpersonal skills, attention to detail, and discretion enable effective client communication and relationship-building. These competencies are essential for supporting advisors, ensuring regulatory adherence, and delivering exceptional service that drives client satisfaction.

What is an entry level job in wealth management?

An entry-level position in wealth management typically includes roles such as Financial Planning Assistant or Client Service Associate, focusing on supporting senior advisors with client communications, data analysis, and administrative tasks. These roles often require strong communication skills, basic financial knowledge, and may lead to certifications like the Series 7 or Series 65 for advancement.

How many financial advisors make $500,000 a year?

In wealth management, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and strong sales skills. Achieving this level often requires advanced certifications like the CFP or CFA, a robust client base, and a focus on high-value financial planning. Most financial advisors earn less than this amount, with top earners representing a minority in the profession.

What are typical career progression opportunities for someone in an Assistant Wealth Management role?

Starting as an Assistant in Wealth Management provides a strong foundation in client service, portfolio administration, and financial planning support. With experience and demonstrated competence, individuals often progress to Associate or Junior Wealth Manager roles, where they take on greater responsibility for client relationships and investment strategies. Many organizations support further certifications like the CFP or CFA, which can accelerate advancement to advisory or management positions. Regular collaboration with senior advisors and exposure to complex client cases also help build the expertise needed for upward mobility in the wealth management field.

What is a wealth management assistant job description?

A wealth management assistant supports financial advisors by preparing client documents, managing schedules, and conducting research on investment options. They often handle administrative tasks, maintain client records, and use financial software, requiring strong organizational skills and knowledge of financial products. The role typically requires relevant certifications or experience in finance or administration.
What are the most commonly searched types of Wealth Management jobs in Raleigh, NC? The most popular types of Wealth Management jobs in Raleigh, NC are:
What are popular job titles related to Assistant Wealth Management jobs in Raleigh, NC? For Assistant Wealth Management jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Assistant Wealth Management jobs in Raleigh, NC look for? The top searched job categories for Assistant Wealth Management jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Assistant Wealth Management jobs? Cities near Raleigh, NC with the most Assistant Wealth Management job openings:
Assistant Wealth Management jobs near you
Wealth Management Associate

Wealth Management Associate

Curi Capital

Raleigh, NC • Hybrid

$15.25 - $20.50/hr

Other

Posted 4 days ago

Job description

Location

Raleigh, North Carolina

This is a hybrid role located at 700 Spring Forest Road, Suite 400. Team members are expected to come into the office three days a week. 

The Role

We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate. In this role, you will be responsible for performing administrative and financial planning functions associated with servicing high net worth clients while working in a team environment. You will also assist the Wealth Advisors in establishing relationships with clients and be responsible for maintaining client contact, servicing client needs and troubleshooting problems, while training to become a Wealth Advisor. 

You will have a significant impact on the client's impression and trust in the firm. Accuracy and timeliness of work and communications is critical. 

In this role, you will understand how processes and products work together in a client's portfolio. Once a minimum of one year's experience has been achieved, you will assist the Wealth Advisors with personal delivery of financial planning activities.

Key Result Areas

  • Establish and maintain effective relationships and provide client service that builds satisfaction and confidence
  • Provide support to Wealth Advisors by gathering the necessary data to manage client relationships. Update and inform Wealth Advisors about client activity as appropriate
  • Analyze and evaluate the financial status of clients and prospects
  • Participate in 1-4 client or prospect meetings or calls each week
  • Understand how processes and products work together and apply that knowledge to satisfy client questions and concerns
  • Demonstrate critical thinking and good judgment in all situations
  • Research and communicate the resolution of complex problems and implement solutions
  • Ensure completion of internal projects
  • Develop and present financial planning recommendations, including but not limited to, retirement and education projections
  • Provide effective, timely and proactive communication with clients, colleagues and third parties 

Key Skills

  • Successful candidates will demonstrate an aptitude to learn and grow in responsibilities and accountabilities over time
  • Demonstrated ability to build mutually beneficial relationships required
  • Demonstrated ability to multi-task and prioritize work required
  • Must be detail oriented and have demonstrated ability to solve problems and meet deadlines
  • Must be able to follow defined processes where they exist while also making adjustments and using good judgment when business circumstances dictate
  • Ability to work in a collaborative team environment required
  • Excellent written and oral communication skills required

Key Qualifications

  • One to three years of experience in Wealth Management preferred
  • Undergraduate degree or equivalent work experience required
  • Education or experience in business, economics, or finance and/or experience working with the public preferred
  • Exposure to wealth management or financial services and experience servicing customers preferred 
  • Experience in clubs, activities, sports, volunteer service, etc. helpful, especially leadership experience

Key licenses

  • Series 65 recommended or willingness to obtain upon hiring
  • CFP recommended or willingness to obtain within one year

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