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Entry Level Wealth Management Jobs in Raleigh, NC

Truist Inc

Wealth Support Specialist I

Raleigh, NC · On-site

Provide administrative support to Investment Managers and help coordinate with other members of the ... Preferred Qualifications: 1. Undergraduate degree 2. Entry level knowledge of investments General ...

Truist

Wealth Support Specialist I

Raleigh, NC · On-site

Provide administrative support to Investment Managers and help coordinate with other members of the ... Preferred Qualifications: 1. Undergraduate degree 2. Entry level knowledge of investments General ...

New York Life

Insurance Agent

Raleigh, NC

$69K - $130K/yr

Our successful entry-level financial advisor candidate has a passion for developing long-term ... for effective wealth management to help our clients achieve their monetary goals. Successful ...

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

Entry Level Wealth Management information

See Raleigh, NC salary details

$24.3K

$46.5K

$66.6K

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

As of Aug 25, 2026, the average yearly pay for entry level wealth management in Raleigh, NC is $46,493.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,400.00 and $50,500.00 per year, depending on experience, location, and employer.

What is an entry level wealth management?

An Entry Level Wealth Management job involves assisting financial advisors and clients with investment strategies, portfolio management, and financial planning. Responsibilities often include researching market trends, preparing reports, and supporting client account management. This role provides foundational experience in finance, helping individuals grow wealth and achieve financial goals. It typically requires strong analytical, communication, and customer service skills. Many positions offer opportunities for mentorship and professional growth within the finance industry.

What does a typical day look like for someone in an entry level wealth management position?

In an entry level wealth management role, your day often involves supporting senior advisors with research, preparing portfolio reports, assisting with client onboarding, and responding to client questions. You may analyze market trends, help organize meetings, and work closely with other team members such as investment analysts and administrative staff. The environment is fast-paced and collaborative, providing regular opportunities to develop both your technical knowledge and client service skills. Over time, you’ll gain experience that can lead to more client-facing responsibilities and career advancement within the firm.

What are the key skills and qualifications needed to thrive in entry level wealth management?

To thrive in Entry Level Wealth Management, you generally need a bachelor's degree in finance, economics, business, or a related field, with strong analytical and numerical skills. Familiarity with financial modeling software, CRM systems, and basic investment analysis tools is often expected, and candidates may work toward certifications such as the Series 7 or Series 66 licenses. Excellent communication, relationship-building, and problem-solving abilities help entry-level professionals engage clients and support senior advisors. These skills are crucial for building client trust, accurately assessing financial needs, and efficiently supporting overall wealth management operations.

How to get into entry level wealth management with no experience?

Entry level wealth management roles often require strong communication skills, basic financial knowledge, and a customer-focused attitude. Gaining relevant certifications such as the Series 7 or Series 66 can improve your chances, and internships or entry-level positions in finance or customer service can provide valuable experience. Networking and demonstrating a willingness to learn are also important for breaking into the field.

What are entry-level positions in wealth management?

Entry-level positions in wealth management typically include roles such as financial advisor assistant, client service associate, or junior financial analyst. These roles often require strong communication skills, basic knowledge of financial products, and may lead to certifications like the Series 7 or Series 66 for advancement.

What are entry-level wealth management jobs?

Entry-level wealth management jobs typically include roles such as financial advisor assistant, client service associate, or junior financial analyst. These positions often require strong communication skills, basic knowledge of financial products, and may involve supporting senior advisors, preparing reports, and learning industry tools like CRM software. Certifications like the Series 7 or Series 66 may be beneficial for advancement.

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

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

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

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

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

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

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

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

Entry Level Wealth Management jobs near you
Infographic showing various Entry Level Wealth Management job openings in Raleigh, NC as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $46,493 per year, or $22.4 per hour.

Wealth Support Specialist I

Raleigh, NC • On-site

SunTrust Investment Services, Inc.
See more jobs at SunTrust Investment Services, Inc.external

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This job post has expired 1 day ago. 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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