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Associate Rbc Wealth Management Jobs in Raleigh, NC

CAPTRUST

Wealth Client Management Associate II

Raleigh, NC · On-site

$14 - $19.50/hr

WHO are we looking for? CAPTRUST is seeking a Client Management Associate II who will use ... Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving ...

CAPTRUST

Wealth Client Management Associate II

Raleigh, NC · On-site

$14 - $19.50/hr

CAPTRUST is seeking a Client Management Associate II who will use specialized knowledge and skills ... Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving ...

CAPTRUST

Wealth Client Management Associate II

Raleigh, NC · On-site

$14 - $19.50/hr

CAPTRUST is seeking a Client Management Associate II who will use specialized knowledge and skills ... Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving ...

Focus Partners Wealth

Tax Associate

Durham, NC · On-site

$56K - $75K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

Focus Partners Wealth

Tax Associate

Raleigh, NC · On-site

$56K - $75K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

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Associate Rbc Wealth Management information

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How much do associate rbc wealth management jobs pay per hour?

As of Jun 25, 2026, the average hourly pay for associate rbc wealth management in Raleigh, NC is $18.48, according to ZipRecruiter salary data. Most workers in this role earn between $14.71 and $19.62 per hour, depending on experience, location, and employer.

What is the difference between Associate Rbc Wealth Management vs Financial Advisor?

AspectAssociate Rbc Wealth ManagementFinancial Advisor
CertificationsTypically requires FINRA licenses (e.g., Series 7, 66) and possibly CFPOften holds CFP, Series 7, 66, or other financial planning certifications
Work EnvironmentSupports senior advisors, works in banking or financial services firmsDirectly interacts with clients, provides financial planning and investment advice
Employer & Industry UsageCommonly employed by banks, wealth management firms, and financial institutionsEmployed by banks, independent firms, or as self-employed financial planners

The main difference is that an Associate Rbc Wealth Management typically supports senior advisors and focuses on administrative and preparatory tasks, while a Financial Advisor directly manages client relationships and provides personalized financial planning services. Both roles require relevant licenses and certifications, but the Financial Advisor role involves more client interaction and decision-making responsibility.

What are the most commonly searched types of Rbc Wealth Management jobs in Raleigh, NC? The most popular types of Rbc Wealth Management jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Associate Rbc Wealth Management jobs? Cities near Raleigh, NC with the most Associate Rbc Wealth Management job openings:
Associate Rbc Wealth Management jobs near you
Wealth Client Specialist-Personal Trust IRA

Wealth Client Specialist-Personal Trust IRA

First Citizens Bank

Raleigh, NC • On-site

$15 - $20/hr

Full-time

Retirement

Posted 21 days ago

First Citizens Bank rating

7.6

Company rating: 7.6 out of 10

Based on 103 frontline employees who took The Breakroom Quiz

80th of 142 rated banks

Job description

Overview
At First Citizens Bank, we help clients pursue their ambitions at every stage of life. From life's biggest financial decisions to everyday needs big and small, our First Citizens Wealth team delivers banking, investment, insurance, and many more solutions that support the moments that matter most.
Wealth Client Specialist will collaborate with the Personal Trust IRA team as a key partner to support and enhance existing IRA processes. Working together to provide quality assurance and quality control functions consistent with first line of defense established policies and procedures to ensure data integrity and regulatory compliance.
Responsibilities
  • IRA distribution processing
    This role will manage distribution requests as received from fiduciary team. This involves reviewing details of the request to ensure accuracy and correctness, along with coordinating corrections with the fiduciary team as needed. Will partner with Trust Operations to ensure all requests are completed timely.
    IRA Recommendation Production
    Will assist with production of rollover recommendations as required by the IRA Prohibited Transaction Exemption PTE 2020-02. This will include the review of documentation provided by the fiduciary team, and conducting data analysis to generate the recommendation.
    Other Duties
    The Specialist will assist with other duties to support the Personal Trust IRA Team which include the review of IRA transactions, validation of IRA data and participation in various projects.

Qualifications
Bachelor degree and related banking or financial services experience OR High school diploma or GED with minimum of 4 years of trust or financial services experience.
Preferred Skills
  • Prior experience in IRA Administration or Processing
  • Prior experience in Wealth Management/Trust or financial services
  • Highly organized, detail oriented and efficient at task completion

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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