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Entry Level Investment Jobs in Raleigh, NC (NOW HIRING)

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Entry Level Investment information

See Raleigh, NC salary details

$21.4K

$94.4K

$207.5K

How much do entry level investment jobs pay per year?

As of Aug 24, 2026, the average yearly pay for entry level investment in Raleigh, NC is $94,363.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,200.00 and $114,200.00 per year, depending on experience, location, and employer.

What is an entry level investment job?

Entry level investment jobs are positions for individuals who are new to the finance industry, typically recent graduates or those with limited experience. These roles often include positions such as investment analyst, junior financial advisor, or research associate at banks, investment firms, or asset management companies. Employees in these jobs assist with financial analysis, research, client reporting, and supporting senior investment professionals while learning the fundamentals of the investment industry.

What are the key skills and qualifications needed to thrive as an entry level investment analyst?

To thrive as an Entry Level Investment Analyst, you need strong analytical abilities, a solid understanding of finance and economics, and a bachelor’s degree in a related field. Familiarity with financial modeling, Excel, Bloomberg Terminal, and possibly CFA Level I certification is typically required. Attention to detail, effective communication, and a proactive attitude are critical soft skills for success. These skills and qualifications are essential for making accurate investment recommendations, supporting senior analysts, and contributing effectively to team objectives.

What are some common challenges faced by entry level investment professionals, and how can they overcome them?

Entry level investment professionals often face the challenge of adapting to a fast-paced environment while mastering complex financial concepts and tools. They may also find it demanding to balance multiple tasks such as market analysis, report preparation, and supporting senior analysts or portfolio managers. Building strong technical skills, seeking mentorship, and proactively asking questions can help new hires navigate these challenges. Developing effective time management habits and staying updated on industry trends are also key to thriving in this role.

What is the difference between Entry Level Investment vs Investment Analyst?

AspectEntry Level InvestmentInvestment Analyst
Required CredentialsBachelor's degree in finance, economics, or related fieldBachelor's degree; often a master's or CFA is preferred
Work EnvironmentInternships, entry-level roles in banks, asset management firmsResearch, analysis, reporting in financial firms or investment banks
Employer & Industry UsageFinancial services, investment firms, banksAsset management, hedge funds, investment banking

Entry Level Investment roles are typically the starting positions requiring basic finance knowledge and internships, while Investment Analysts perform detailed financial analysis and research, often with more experience or certifications. Both roles are common in financial services, but Investment Analysts usually have more specialized responsibilities.

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

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

What cities near Raleigh, NC are hiring for Entry Level Investment jobs?

Cities near Raleigh, NC with the most Entry Level Investment job openings:

Entry Level Investment jobs near you
Infographic showing various Entry Level Investment job openings in Raleigh, NC as of August 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 83% Physical, 6% Hybrid, and 11% Remote job distribution, with an average salary of $94,363 per year, or $45.4 per hour.

Wealth Support Specialist I

SunTrust Investment Services, Inc.

Raleigh, NC • On-site

Other

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

Job description

Job Title

Provides in-office client and advisor support interfacing with our affluent investment clients and centers of influence. Provide essential investment support in the daily investment portfolio administration for the Wealth Management regional office. Provide administrative support to Investment Managers and help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to provide a high-quality service level to our Wealth clients.

Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions.
  • Enter and maintain appropriate client records, monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions.
  • Utilize various trust and investment systems to affect transactions, monitor accounts, create reports and prepare client presentations.
  • Respond to client requests for information and assistance within appropriate level of authority.
  • Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and preparing & maintaining client presentation & marketing materials
  • Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction.
  • Continually provide responsive and personal service to our Wealth Clients.
  • Assist with special projects for the Investment Managers.
  • Assist Investment Analyst with compliance exception items.

Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Entry Level / 1 – 3 years in the role as an Investment Support Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience.
  • Knowledge of deposits, loan, banking products, and operating systems unique to the line of business, including trusts and investments.
  • General knowledge of investment products (stocks, bonds).
  • Strong problem-solving skills.
  • Excellent interpersonal and relationship management skills.
  • Excellent oral and written communication skills.
  • Exemplary customer service and professional etiquette skills.

Preferred Qualifications:

  • Undergraduate degree
  • Entry level knowledge of investments

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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