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

DataAnnotation

FP&A Manager - AI Trainer

Raleigh, 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 ...

DataAnnotation

FP&A Manager - AI Trainer

Cary, 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 ...

Ceritypartners

Tax Advisor

Raleigh, NC · On-site

... values. * Assist in recruiting, onboarding, and training new staff members as needed. Technical ... Minimum of 6-8 years of progressive tax experience in public accounting or a wealth management ...

Cerity Partners

Tax Advisor

Raleigh, NC · On-site

... values. * Assist in recruiting, onboarding, and training new staff members as needed. Technical ... Minimum of 6-8 years of progressive tax experience in public accounting or a wealth management ...

DataAnnotation

Financial Planner - AI Trainer

Cary, 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 18, 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.

Corporate Development Manager - AI Trainer

DataAnnotation

Durham, NC • Remote

$50 - $100/hr

Contractor

Re-posted 5 days ago

Job description

About the job:

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

In this role, you might:

• Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

• Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

• Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

• Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Advantages of contracting with us:

  • You'll be able to choose which projects you want to work on and when
  • You work on your own schedule, on your own computer, from the comfort of your own home
  • Projects are paid hourly starting at $50-$100+/hr, with bonus rates available on some projects

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Master's and/or PhD is preferred but not required

Note:

Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contractor position.

#finance

Working at DataAnnotation

Perks for workers

  • Work From Anywhere

  • Set Your Own Hours

  • Competitive Pay

  • Learn Valuable AI Skills

  • No Meetings. No Commute.

  • Work on Your Schedule

  • Make a Real-World Impact

What to expect from working at DataAnnotation

From DataAnnotation