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Director Wealth Jobs in Raleigh, NC (NOW HIRING)

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and ...

First Citizens Bank

Wealth Consultant

Raleigh, NC

Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and ...

First Citizens Bank

Wealth Consultant

Raleigh, NC

Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and ...

First Citizens

Director Trust and Estate Tax

Raleigh, NC · On-site

$90 - $120/hr

From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power ...

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All JobsWealth JobsDirector Wealth JobsDirector Wealth Jobs in Raleigh, NC

Director Wealth information

See Raleigh, NC salary details

$51K

$142K

$240.1K

How much do director wealth jobs pay per year?

As of Aug 14, 2026, the average yearly pay for director wealth in Raleigh, NC is $142,035.00, according to ZipRecruiter salary data. Most workers in this role earn between $96,700.00 and $189,600.00 per year, depending on experience, location, and employer.

What is a director of wealth?

A Director of Wealth is a senior financial executive responsible for overseeing wealth management services for high-net-worth individuals or organizations. They lead teams of advisors, develop strategies for investment, estate planning, and risk management, and ensure that clients’ financial goals are met. This role involves both client relationship management and the implementation of best practices in portfolio management. Directors of Wealth often work at banks, financial advisory firms, or private wealth management companies, providing tailored solutions to complex financial needs.

What are some common challenges a director of wealth faces when managing high-net-worth client portfolios?

A Director of Wealth often navigates complex challenges such as balancing diverse client objectives, staying updated with regulatory changes, and managing market volatility. This role requires careful coordination with legal, tax, and investment specialists to deliver tailored solutions while maintaining strong client relationships. Additionally, Directors of Wealth must ensure their team remains informed and compliant, all while proactively identifying new opportunities for client growth and retention.

What are the key skills and qualifications needed to thrive as a director of wealth?

To thrive as a Director Wealth, you need strong financial acumen, investment management expertise, and a relevant degree such as finance or business, often paired with certifications like CFA or CFP. Mastery of portfolio management systems, financial planning software, and compliance platforms is typically required. Exceptional relationship-building, leadership, and strategic communication skills help differentiate top performers in this role. These capabilities are crucial for delivering tailored wealth solutions, ensuring regulatory compliance, and building lasting client trust.

What is the difference between Director Wealth vs Financial Advisor?

AspectDirector WealthFinancial Advisor
CredentialsCFP, CFA, or equivalent; often advanced degreesCFP, Series 7, Series 66; varies by employer
Work EnvironmentSenior management, strategic planning, overseeing teamsClient-facing, advising individuals or institutions
Industry UsageFinancial services, wealth management firmsBanking, independent advisory firms, brokerages
Primary FocusOverseeing wealth management strategies and teamsProviding personalized financial planning and investment advice

While both roles operate within the wealth management industry, a Director Wealth typically holds a senior leadership position focused on strategic oversight and managing teams, often requiring advanced certifications. In contrast, a Financial Advisor directly interacts with clients to develop personalized financial plans. The roles differ mainly in scope and responsibilities but share similar credentials and industry environments.

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

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

What are popular job titles related to Director Wealth jobs in Raleigh, NC?

For Director Wealth jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Director Wealth jobs in Raleigh, NC look for?

The top searched job categories for Director Wealth jobs in Raleigh, NC are:

Director Wealth jobs near you
Infographic showing various Director Wealth job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, 1% Temporary, and 1% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $142,035 per year, or $68.3 per hour.

Wealth Advisor

Investors Title Company and Affiliates

Chapel Hill, NC • On-site

Full-time

Re-posted 16 days ago

Job description

Wealth Advisor
Investors Trust Company
Chapel Hill, NC (in-office)
Join a highly respected wealth management team where your expertise in financial planning and relationship management will directly influence client success. This is a senior-level opportunity to serve as a trusted advisor to high-net-worth individuals, families, and organizations-guiding complex financial decisions while building lasting, meaningful relationships.
Why You'll Love This Role:
  • Work closely with clients, providing strategic guidance across investment management, trust services, and financial planning
  • Play a visible, leadership-oriented role within a collaborative and experienced advisory team
  • Influence and shape planning strategies while serving as a key resource across the organization
  • Build strong relationships both internally and externally, including with centers of influence such as attorneys and CPAs
  • Stay at the forefront of industry trends, tax law changes, and fiduciary best practices
What You'll Do:
  • Maintain and deepen relationships with existing and prospective wealth management clients, delivering high-touch, personalized service
  • Engage regularly with clients to understand evolving needs, uncover opportunities, and strengthen long-term partnerships
  • Ensure consistent, proactive communication and documentation through CRM tools and workflows
  • Develop new investment management and trust relationships with high-net-worth individuals, families, businesses, and charitable organizations
  • Execute an active business development strategy, including outreach to attorneys, CPAs, and other key referral sources
  • Participate in community and professional organizations to expand presence and influence
  • Lead and coordinate financial planning and fiduciary activities for clients, collaborating with internal partners
  • Stay current on regulatory, tax, and planning developments and communicate insights to both clients and team members
  • Ensure trust accounts are administered in accordance with governing documents and fiduciary standards
What We're Looking For:
  • 7+ years of experience in investment-related business development, ideally within wealth management or trust services
  • Bachelor's degree required; CFP or CTFA designation required
  • Demonstrated success working with and marketing to high-net-worth clients
  • Strong communication, interpersonal, and relationship management skills
  • Proven ability to independently develop and grow client relationships and referral networks
  • Solid understanding of financial planning, estate planning, retirement planning, and trust services
  • High level of integrity, sound judgment, and professionalism
  • Self-directed approach with the ability to proactively guide clients through complex planning processes

The Company is an equal opportunity employer. As such, the Company offers equal employment opportunities without regard to race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, veteran status and other protected class characteristics.
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