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Investment Advisor Assistant Jobs in Raleigh, NC

CAPTRUST

Defined Contribution Specialist

Raleigh, NC · On-site

... advisors * Assist with defined contribution or firm-level strategic projects; collaborate intra- and interdepartmentally to drive completion * Manage investment change projects on behalf of clients ...

CAPTRUST

Defined Contribution Specialist

Raleigh, NC · On-site

... advisors * Assist with defined contribution or firm-level strategic projects; collaborate intra- and interdepartmentally to drive completion * Manage investment change projects on behalf of clients ...

Hall CPA LLC

Real Estate Senior Tax Advisor

Raleigh, NC · On-site +1

$110K/yr

As a real estate niche-focused firm, we serve Real Estate Investors, Syndicates, and Fund Managers ... Coordinate the client's tax preparation needs with the tax preparation team, and assist with client ...

Hall CPA LLC

Real Estate Senior Tax Advisor

Raleigh, NC · On-site +1

$110K/yr

As a real estate niche-focused firm, we serve Real Estate Investors, Syndicates, and Fund Managers ... Coordinate the client's tax preparation needs with the tax preparation team, and assist with client ...

TowneBank

Risk Advisor - Commercial Lines

Raleigh, NC · Hybrid

Our employees are our most valuable asset, and we take time to invest in their health, happiness ... Obtain quotes or assist marketing in obtaining quotes from underwriter personnel quoting in our ...

Towne Bank

Risk Advisor - Commercial Lines

Raleigh, NC · Hybrid

Our employees are our most valuable asset, and we take time to invest in their health, happiness ... Obtain quotes or assist marketing in obtaining quotes from underwriter personnel quoting in our ...

Curi Capital

Wealth Management Associate

Raleigh, NC · On-site

$60K - $70K/yr

About Us Curi Capital, founded in 2005, is a rapidly growing national registered investment ... You will also assist the Wealth Advisors in establishing relationships with clients and be ...

Towne Bank

Risk Advisor - Surety

Raleigh, NC · Hybrid

Our employees are our most valuable asset, and we take time to invest in their health, happiness ... Obtain quotes or assist marketing in obtaining quotes from underwriter personnel quoting in our ...

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Investment Advisor Assistant information

See Raleigh, NC salary details

$27.7K

$52.7K

$88.5K

How much do investment advisor assistant jobs pay per year?

As of Aug 8, 2026, the average yearly pay for investment advisor assistant in Raleigh, NC is $52,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,900.00 and $61,200.00 per year, depending on experience, location, and employer.

What does an investment advisor assistant do?

An Investment Advisor Assistant plays a vital role in maintaining strong advisor-client relationships by handling administrative tasks such as scheduling meetings, preparing account documentation, processing client requests, and ensuring all client communications are timely and accurate. They often serve as the first point of contact for clients, addressing routine inquiries and relaying more complex concerns to the investment advisor. This support allows advisors to focus on portfolio management and strategic planning, while ensuring that clients receive prompt and attentive service.

What are the key skills and qualifications needed to thrive as an investment advisor assistant?

To thrive as an Investment Advisor Assistant, you need a solid understanding of financial services, investment products, and administrative support, typically supported by a degree in finance or business. Familiarity with financial planning software, CRM systems, and regulatory compliance tools is commonly required. Strong organizational skills, attention to detail, and effective communication set top performers apart in this role. These skills are crucial for ensuring accurate client support, maintaining regulatory standards, and contributing to the advisor’s efficiency and client satisfaction.

What is the difference between Investment Advisor Assistant vs Financial Advisor Assistant?

AspectInvestment Advisor AssistantFinancial Advisor Assistant
CertificationsTypically requires FINRA Series 7 or 66, and possibly CFPSimilar certifications, often the same as Investment Advisor Assistant
Work EnvironmentSupports investment advisors in managing client portfoliosSupports financial advisors in client service and administrative tasks
Employer & IndustryFinancial services firms, investment firms, wealth managementFinancial planning firms, wealth management, banking
Search & Comparison IntentOften compared for roles supporting investment advisory servicesSimilar roles in financial planning support

The Investment Advisor Assistant and Financial Advisor Assistant roles share many similarities, including required certifications and work environments. Both support financial professionals in client management and administrative tasks within the financial services industry. The main difference lies in the focus: Investment Advisor Assistants primarily support investment advisors managing portfolios, while Financial Advisor Assistants often assist financial planners providing comprehensive financial planning services.

What is an investment advisor assistant?

Investment Advisor Assistants are professionals who support investment advisors or financial planners by performing administrative, clerical, and client service tasks. Their responsibilities often include preparing reports, scheduling client meetings, managing correspondence, updating client records, and assisting with research on investment products. They help ensure that advisors can focus on providing personalized financial advice, while maintaining smooth office operations and high levels of client satisfaction.
What are the most commonly searched types of Investment Advisor jobs in Raleigh, NC? The most popular types of Investment Advisor jobs in Raleigh, NC are:
What are popular job titles related to Investment Advisor Assistant jobs in Raleigh, NC? For Investment Advisor Assistant jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Investment Advisor Assistant jobs in Raleigh, NC look for? The top searched job categories for Investment Advisor Assistant jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Investment Advisor Assistant jobs? Cities near Raleigh, NC with the most Investment Advisor Assistant job openings:
Investment Advisor Assistant jobs near you
Infographic showing various Investment Advisor Assistant job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 19% Part Time, 1% Temporary, and 5% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $52,727 per year, or $25.3 per hour.

Financial Customer Associate - Durham

Fidelity Investments

Durham, NC • On-site

$14 - $19.25/hr

Full-time

Retirement

Re-posted 26 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description


Do you genuinely enjoy making a difference in the lives of others? If you answered "yes" and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Durham site.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.
What to expect...
As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences.
  • Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
  • In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
  • Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
  • This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.

The Skills You Bring
  • Ability to establish rapport and relationships through effective communication
  • Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
  • Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
  • Proficiency in navigating and troubleshooting basic technology issues or systems.
  • Handle a variety of situations and conversations driving towards a resolution suitable for all
  • Self-motivated teammate with strong social skills who brings energy and passion to the team
  • Minimum 1 year of customer service experience
  • High School diploma or GED required

The Value You Deliver
  • A passion for helping people
  • Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
  • Provide outstanding customer service and communication via voice or digital channels

Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday - Friday. Training hours are 8:30am - 5:00pm EST and post training must be able to work an 8 hour shift between the hours of 12:00pm - 12:00am EST.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Customer Service
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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