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Associate Financial Services Jobs in Raleigh, NC

711 MS Smith Barney, LLC

Portfolio Associate

Raleigh, NC · On-site

$92K - $110K/yr

The PM Associate Director works with the Financial Advisor / Private Wealth Advisor to create ... Market Business Service Officer and/or Business Service Officer. Expected base pay rates for the ...

711 MS Smith Barney, LLC

Portfolio Associate

Raleigh, NC · On-site

$92K - $110K/yr

The PM Associate Director works with the Financial Advisor / Private Wealth Advisor to create ... Market Business Service Officer and/or Business Service Officer. Expected base pay rates for the ...

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Associate Financial Services information

See Raleigh, NC salary details

$13

$31

$65

How much do associate financial services jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for associate financial services in Raleigh, NC is $31.07, according to ZipRecruiter salary data. Most workers in this role earn between $20.10 and $33.41 per hour, depending on experience, location, and employer.

What is an associate financial services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are the key skills and qualifications needed to thrive as an associate financial services?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.

What are some typical challenges faced by associate financial services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What are the most commonly searched types of Financial Services jobs in Raleigh, NC?

The most popular types of Financial Services jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Associate Financial Services jobs?

Cities near Raleigh, NC with the most Associate Financial Services job openings:

Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $64,626 per year, or $31.1 per hour.

Portfolio Associate

711 MS Smith Barney, LLC

Raleigh, NC • On-site

$92K - $110K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Position Summary

The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with the development and execution of investment strategies based on client goals. The PM Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for clients, creates reporting on investment activity and performance and communicates effectively with clients regarding their accounts, market conditions and economic trends. This role requires an in-depth understanding of market conditions, trends, and economic trends.

Duties and Responsibilities

Portfolio Management & Business Development Makes asset allocation recommendations to the team and sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor. Critically examines current holdings to evaluate if portfolio action is warranted. Proactively evaluates and upgrades platforms for the Portfolio Management Group. Implements decisions by using PM trading platforms or other Firm's online technologies to input trades.

Determines scope of and performs necessary database and internet research, screenings and produces monthly or quarterly reports using proprietary software. Leads research meetings. Identifies swap opportunities. Conducts credit research and develops valuation models. Client Support Supports Financial Advisors / Private Wealth Advisors in analyzing portfolios and developing advanced PM solutions and strategies for clients. Manages clients' estate, trust, retirement, and insurance objectives with the Financial Advisor / Private Wealth Advisor.

Screens new client prospects that are developed through leads and referrals to determine suitability for addition to group. Develops marketing and seminar materials and helps distribute targeted presentations to clients on behalf of the Financial Advisor / Private Wealth Advisor. Supports Financial Advisor / Private Wealth Advisor in meetings to discuss investment strategy options and performs market reviews. Education, Experience, Knowledge, and Skills 10+ years of experience in a field relevant to the position required.

Advanced degree or professional certification or prior industry experience required. Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA). Additional product licenses may be required. Strong compliance record. Enjoys working with people and solving problems. Effective written and verbal communication skills. Proficient in applicable software applications. Strong understanding of applicable compliance rules, regulations and firm policies. Knowledge of financial industry and investment products preferred.

Successful completion of the Portfolio Management Coursework or holds the CFA designation. Detail-oriented with superior organizational skills and ability to prioritize tasks. Able to work independently and effectively on a team. Ability and interest in working in a fast-paced, evolving environment. Reports to: Market Business Service Officer and/or Business Service Officer. Expected base pay rates for the role will be between $92,500 and $110,000 per year at the commencement of employment.

Base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses and other short- and long-term incentive packages. Morgan Stanley is an equal opportunity employer committed to building and maintaining a diverse workforce (M/F/Disability/Vet).

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