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Entry Level Wealth Management Advisor Jobs in Raleigh, NC

Curi Capital

Wealth Management Associate

Raleigh, NC · Hybrid

$15.25 - $20.50/hr

... as a Wealth Management Associate . In this role, you will be responsible for performing ... You will also assist the Wealth Advisors in establishing relationships with clients and be ...

Curi Capital

Wealth Management Associate

Raleigh, NC · On-site

$60K - $70K/yr

... as a Wealth Management Associate . In this role, you will be responsible for performing ... You will also assist the Wealth Advisors in establishing relationships with clients and be ...

New York Life

Wealth Advisor

Raleigh, NC

$115K/yr

From helping to manage their assets to growing their wealth, this specialized curriculum will equip ... What you need to know You'll be on a path to become a financial advisor. Our wealth advisory ...

New York Life

Wealth Advisor

Raleigh, NC · On-site

$115K/yr

From helping to manage their assets to growing their wealth, this specialized curriculum will equip ... What you need to know You'll be on a path to become a financial advisor. Our wealth advisory ...

New York Life

Wealth Advisor

Raleigh, NC

$115K/yr

From helping to manage their assets to growing their wealth, this specialized curriculum will equip ... What you need to know You'll be on a path to become a financial advisor. * Our wealth advisory ...

New York Life

Wealth Advisor

Raleigh, NC · On-site

$115K/yr

From helping to manage their assets to growing their wealth, this specialized curriculum will equip ... What you need to know You'll be on a path to become a financial advisor. * Our wealth advisory ...

New York Life

Wealth Advisor

Raleigh, NC · On-site

$115K/yr

From helping to manage their assets to growing their wealth, this specialized curriculum will equip ... What you need to know You'll be on a path to become a financial advisor. Our wealth advisory ...

New York Life

Wealth Advisor

Raleigh, NC

$115K/yr

From helping to manage their assets to growing their wealth, this specialized curriculum will equip ... What you need to know You'll be on a path to become a financial advisor. * Our wealth advisory ...

New York Life

Wealth Advisor

Raleigh, NC

$115K/yr

From helping to manage their assets to growing their wealth, this specialized curriculum will equip ... What you need to know You'll be on a path to become a financial advisor. Our wealth advisory ...

New York Life

Wealth Advisor

Raleigh, NC · On-site

$115K/yr

From helping to manage their assets to growing their wealth, this specialized curriculum will equip ... What you need to know You'll be on a path to become a financial advisor. * Our wealth advisory ...

New York Life

Wealth Advisor

Raleigh, NC

$115K/yr

... advisor to drive positive impact in the lives of families every day. At New York Life, you're in ... From helping to manage their assets to growing their wealth, this specialized curriculum will equip ...

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All JobsWealth Management Advisor JobsEntry Level Wealth Management Advisor JobsEntry Level Wealth Management Advisor Jobs in Raleigh, NC

Entry Level Wealth Management Advisor information

See Raleigh, NC salary details

$45.7K

$100.2K

$144.4K

How much do entry level wealth management advisor jobs pay per year?

As of Aug 29, 2026, the average yearly pay for entry level wealth management advisor in Raleigh, NC is $100,202.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,200.00 and $120,100.00 per year, depending on experience, location, and employer.

What does an entry level wealth management advisor do?

An Entry Level Wealth Management Advisor helps clients understand and manage their finances by offering advice on investments, retirement planning, and other financial goals. They typically work under the guidance of more experienced advisors at the beginning of their careers, learning how to analyze financial information, recommend suitable products, and build client relationships. Entry level advisors focus on developing their skills, gaining certifications, and building a client base while providing support for more senior team members.

What are the key skills and qualifications needed to thrive as an entry level wealth management advisor?

To thrive as an Entry Level Wealth Management Advisor, you need a solid understanding of financial principles, investment strategies, and at least a bachelor's degree in finance or a related field. Familiarity with CRM systems, financial planning software, and obtaining relevant certifications like the Series 7 or Series 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients make someone stand out in this role. These skills and qualifications are crucial for providing sound financial advice, fostering lasting client relationships, and achieving business growth.

What are some common challenges faced by entry level wealth management advisors during their first year, and how can they overcome them?

Entry level wealth management advisors often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts, and adapting to a fast-paced, performance-driven environment. To overcome these obstacles, new advisors should actively seek mentorship from senior colleagues, participate in ongoing training programs, and focus on building trust and rapport with potential clients. Emphasizing strong organizational skills and a willingness to continuously learn will help advisors navigate their first year and lay the groundwork for long-term success.

What is the difference between Entry Level Wealth Management Advisor vs Financial Planning Assistant?

AspectEntry Level Wealth Management AdvisorFinancial Planning Assistant
Required CredentialsSeries 7, Series 66/65, CFP (preferred but not always required)Typically no licensing required; may assist with CFP candidates
Work EnvironmentClient-facing, financial advisory firms, banksSupport role within financial planning teams, administrative setting
Employer & Industry UsageFinancial advisory firms, banks, wealth management companiesFinancial planning firms, advisory teams, insurance companies

The Entry Level Wealth Management Advisor primarily interacts directly with clients, providing investment and financial advice, often requiring licensing and certifications. In contrast, a Financial Planning Assistant supports advisors with administrative tasks and research, usually without licensing. Both roles are essential in the wealth management industry but differ in responsibilities and client engagement levels.

What are popular job titles related to Entry Level Wealth Management Advisor jobs in Raleigh, NC?

For Entry Level Wealth Management Advisor jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Entry Level Wealth Management Advisor jobs in Raleigh, NC look for?

The top searched job categories for Entry Level Wealth Management Advisor jobs in Raleigh, NC are:

Entry Level Wealth Management Advisor jobs near you
Infographic showing various Entry Level Wealth Management Advisor job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 11% Part Time, and 2% Contract. Highlights an 82% Physical, 2% Hybrid, and 16% Remote job distribution, with an average salary of $100,202 per year, or $48.2 per hour.

Wealth Management Associate

Raleigh, NC • Hybrid

Curi Capital
Finance and Insurance • 11 - 50 employees
Learn more about Curi Capitalexternal

$15.25 - $20.50/hr

Full-time

Re-posted 15 days ago

Job description

Location

Raleigh, North Carolina

This is a hybrid role located at 700 Spring Forest Road, Suite 400. Team members are expected to come into the office three days a week. 

The Role

We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate. In this role, you will be responsible for performing administrative and financial planning functions associated with servicing high net worth clients while working in a team environment. You will also assist the Wealth Advisors in establishing relationships with clients and be responsible for maintaining client contact, servicing client needs and troubleshooting problems, while training to become a Wealth Advisor. 

You will have a significant impact on the client's impression and trust in the firm. Accuracy and timeliness of work and communications is critical. 

In this role, you will understand how processes and products work together in a client's portfolio. Once a minimum of one year's experience has been achieved, you will assist the Wealth Advisors with personal delivery of financial planning activities.

Key Result Areas

  • Establish and maintain effective relationships and provide client service that builds satisfaction and confidence
  • Provide support to Wealth Advisors by gathering the necessary data to manage client relationships. Update and inform Wealth Advisors about client activity as appropriate
  • Analyze and evaluate the financial status of clients and prospects
  • Participate in 1-4 client or prospect meetings or calls each week
  • Understand how processes and products work together and apply that knowledge to satisfy client questions and concerns
  • Demonstrate critical thinking and good judgment in all situations
  • Research and communicate the resolution of complex problems and implement solutions
  • Ensure completion of internal projects
  • Develop and present financial planning recommendations, including but not limited to, retirement and education projections
  • Provide effective, timely and proactive communication with clients, colleagues and third parties 

Key Skills

  • Successful candidates will demonstrate an aptitude to learn and grow in responsibilities and accountabilities over time
  • Demonstrated ability to build mutually beneficial relationships required
  • Demonstrated ability to multi-task and prioritize work required
  • Must be detail oriented and have demonstrated ability to solve problems and meet deadlines
  • Must be able to follow defined processes where they exist while also making adjustments and using good judgment when business circumstances dictate
  • Ability to work in a collaborative team environment required
  • Excellent written and oral communication skills required

Key Qualifications

  • One to three years of experience in Wealth Management preferred
  • Undergraduate degree or equivalent work experience required
  • Education or experience in business, economics, or finance and/or experience working with the public preferred
  • Exposure to wealth management or financial services and experience servicing customers preferred 
  • Experience in clubs, activities, sports, volunteer service, etc. helpful, especially leadership experience

Key licenses

  • Series 65 recommended or willingness to obtain upon hiring
  • CFP recommended or willingness to obtain within one year

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