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

Robert W Baird & Co

Client Specialist

Chapel Hill, NC · On-site

... wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants ...

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.

Simplicity Group Holdings

Sr. Sales Assistant

Durham, NC · On-site

$65K - $76K/yr

Senior Sales Assistant Reports to: Director, Business Development Location: In-office, Durham, NC ... Qualifications: · 2+ years previous experience in wealth management, financial services, banking ...

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 ...

Wisepath Group

Associate Financial Advisor

Raleigh, NC · On-site

$60K - $120K/yr

We have been exclusively retained to recruit for a premier, established wealth management practice ... Participate in client meetings to assist with administrative follow-ups, case implementation, and ...

Wisepath Group

Financial Advisor

Durham, NC · On-site

$100K - $250K/yr

We have been exclusively retained to recruit for a premier, established wealth management practice ... Access to shared corporate office space and administrative assistant support. * Direct pathways for ...

Wisepath Group

Financial Advisor

Raleigh, NC · On-site

$100K - $250K/yr

We have been exclusively retained to recruit for a premier, established wealth management practice ... Access to shared corporate office space and administrative assistant support. * Direct pathways for ...

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K - $92K/yr

... wealth management environment. Whether your long-term goal is becoming a CFP ® , CFA ® , Wealth ... Support client onboarding and account maintenance * Assist clients with digital tools and ...

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K/yr

... wealth management environment. Whether your long-term goal is becoming a CFP ® , CFA ® , Wealth ... Client Support Build and strengthen client relationships through exceptional service. Assist ...

DataAnnotation

FP&A Manager - AI Trainer

Durham, NC · Remote

$50 - $100/hr

We're currently expanding into an exciting new area - teaching AI Assistant models to be a more ... Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of ...

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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 Aug 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 are the key skills and qualifications needed to thrive as an assistant wealth management professional?

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 are typical career progression opportunities for an assistant wealth management professional?

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 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 an assistant wealth management do?

An assistant wealth management professional supports financial advisors by preparing client reports, managing schedules, and handling administrative tasks. They often assist with data analysis, client communication, and using financial planning tools, requiring strong organizational skills and knowledge of investment concepts. This role typically involves working in a team environment and may require relevant certifications or training.

What is a wealth management assistant?

A wealth management assistant supports financial advisors by preparing client documents, managing schedules, and conducting research on investment options. They often have strong organizational skills and may use financial software, with some roles requiring relevant certifications or experience in finance. Their work helps ensure smooth client service and efficient portfolio management.

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
Infographic showing various Assistant Wealth Management job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $47,045 per year, or $22.6 per hour.

Client Specialist

Robert W Baird & Co

Chapel Hill, NC • On-site

Full-time

Posted 22 days ago

Job description

About the Role:
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
  • Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.

  • Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.

  • Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.

  • May schedule client appointments and/or conference room for appointments.

  • Assemble/generate materials including paperwork and reports for client meetings.

  • Understand and ensure business adherence with firm and financial industry regulatory policies.

  • May manage FA and Team's social media presence (website, LinkedIn, X, etc.).

  • Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.

  • May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.

  • Seek ways to enhance FA(s) business effectiveness and marketability.

  • Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.

  • May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.

  • May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.

  • Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.

What You'll Bring to Baird:
  • 2+ years of prior industry and/or administrative work experience.

  • Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses.

  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.

  • Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.

  • Detail oriented with an emphasis on accuracy.

  • Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.

  • Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.

  • Good analytical and critical problem-solving skills.

  • Bachelor's degree preferred, not required.

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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