ZipRecruiter

Log In

2

Entry Level Wealth Management Advisor Jobs in Raleigh, NC

Wisepath Group

Associate Financial Advisor

Raleigh, NC · On-site

$80 - $100/hr

We have been exclusively retained to recruit for a premier, established wealth management practice ... Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic ...

Cetera Financial Group

Financial Advisor

Raleigh, NC · On-site

Identifies opportunities for Associate Financial Advisors to have additional training in customer ... Demonstrates knowledge in all disciplines within Wealth Management and cross-refers customers and ...

previous page

Showing results 41-60

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 Sep 8, 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, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $100,202 per year, or $48.2 per hour.

Associate Financial Advisor

Wisepath Group

Raleigh, NC • On-site

$80 - $100/hr

Other

Re-posted 10 days ago

Job description

About Wisepath Recruiting

Wisepath Recruiting (a specialized recruiting division of Wisepath Group). We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®.


Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. This role is a direct-hire placement with our client agency, offering a structured transition program, full back-office administrative support, and localized marketing assistance.


Position Overview

This role bridges the gap between starting out and running a mature wealth management practice. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.


Key Responsibilities

  • Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.

  • Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.

  • Manage existing client relationships, addressing daily operational inquiries with high professional standards.

  • Collaborate with the team on local business development, group workshops, and educational marketing events.


Requirements

  • FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred.

  • Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire).

  • 1-3 years of experience in banking, insurance, or consultative client-facing sales.

  • High coachability, strong active-listening skills, and a collaborative mindset.


Compensation & Professional Development

  • Competitive income/ plus performance-based bonuses and joint-work splits.

  • Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status.

  • Estimated Compensation: $60,000.00 - $120,000.00 per year. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.


We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

#J-18808-Ljbffr

Apply