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Investment Jobs in Raleigh, NC (NOW HIRING)

First Citizens Bank

Investment Specialist

Raleigh, NC · On-site

From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power ...

First Citizens Bank

Investment Specialist

Raleigh, NC · On-site

From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power ...

First Citizens Bank

Investment Specialist

Raleigh, NC · On-site

From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power ...

Dlapiper

Investment Funds Associate

Raleigh, NC · On-site +1

$235K - $390K/yr

Summary DLA Piper is seeking a securities lawyer with 3 - 6 years of experience managing structured securities offerings for our Investment Funds Group. We are looking for candidates with strong ...

Novo Nordisk

Senior Investment Analyst

Clayton, NC

$72K - $90K/yr

Act as a finance partner supporting investment decision-making at Novo Nordisk by providing structured financial analysis and insights across the investment lifecycle * Support development and ...

Novo Nordisk

Senior Investment Analyst

Clayton, NC

$72K - $90K/yr

Act as a finance partner supporting investment decision-making at Novo Nordisk by providing structured financial analysis and insights across the investment lifecycle * Support development and ...

Novo Nordisk

Senior Investment Analyst

Clayton, NC · On-site

$72K - $90K/yr

Act as a finance partner supporting investment decision-making at Novo Nordisk by providing structured financial analysis and insights across the investment lifecycle * Support development and ...

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All JobsInvestment JobsInvestment Jobs in Raleigh, NC

Investment information

See Raleigh, NC salary details

$21.4K

$94.4K

$207.5K

How much do investment jobs pay per year?

As of Aug 3, 2026, the average yearly pay for 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 are the key skills and qualifications needed to thrive as an investment analyst, and why are they important?

To thrive as an Investment Analyst, you need strong analytical skills, financial modeling expertise, and a solid foundation in finance or economics, often supported by a relevant degree or CFA certification. Proficiency with Excel, Bloomberg Terminal, and financial analysis software is typically required. Attention to detail, critical thinking, and effective communication set standout analysts apart. These skills are crucial for making informed investment recommendations, managing risk, and communicating insights to stakeholders.

What are different investment jobs?

Investment jobs are positions within the finance industry that focus on managing, analyzing, and growing financial assets for individuals, companies, or institutions. These roles can include investment bankers, portfolio managers, financial analysts, and asset managers. Professionals in this field help clients make informed decisions about where to allocate their money to achieve financial goals, assess risks, and maximize returns. The work often involves market research, financial modeling, and staying updated on economic trends.

How do investment professionals typically collaborate with other departments within a financial firm?

Investment professionals often work closely with teams from research, risk management, compliance, and client relations. They rely on research analysts for market insights, coordinate with risk teams to ensure portfolio allocations align with risk tolerance, and consult compliance to meet regulatory standards. Regular meetings and cross-departmental projects are common, fostering a collaborative environment that supports informed decision-making and client satisfaction.

What is the difference between Investment vs Financial Analyst?

AspectInvestmentFinancial Analyst
Required CredentialsCertifications like CFA, Series 7CPA, CFA, or related finance degrees
Work EnvironmentInvestment firms, asset management, hedge fundsCorporations, banks, consulting firms
Employer & Industry UsagePrimarily in investment and asset managementAcross finance, corporate, and banking sectors
Common Search & ComparisonYesYes

Investment professionals focus on managing assets, portfolios, and making investment decisions, often working in asset management or hedge funds. Financial Analysts analyze financial data, prepare reports, and support decision-making within companies or banks. While both roles require finance certifications, Investment roles are more client and asset-focused, whereas Financial Analysts support internal financial planning and analysis.

More about Investment jobs
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 are popular job titles related to Investment jobs in Raleigh, NC? For Investment jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Investment jobs in Raleigh, NC look for? The top searched job categories for Investment jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Investment jobs? Cities near Raleigh, NC with the most Investment job openings:
Investment jobs near you
Infographic showing various Investment job openings in Raleigh, NC as of July 2026, with employment types broken down into 84% Full Time, and 16% Part Time. Highlights an 90% In-person, 5% Hybrid, and 5% Remote job distribution, with an average salary of $94,363 per year, or $45.4 per hour.

Investment Specialist

First Citizens Bank

Raleigh, NC • On-site

Full-time

Medical, Life

Re-posted 22 days ago

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

108th of 170 rated banks

Job description

Overview
Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve.
The Investment Specialist works with our Premier Bankers and branch partners to fulfill the investment needs of our clients. The Investment Specialist develops an understanding of each client or prospect's financial situation in order to recommend the appropriate investment solution with the client's best interest in mind. They also facilitate ongoing training with branch partners and Premier bankers to help them uncover opportunities to refer clients and prospects for investment consultation. The Investment Specialist team covers all 50 states and partners with branches throughout the First Citizens branch network.
Responsibilities
  • Sales - Promotes investment and securities products through sales outreach and calling efforts to mass affluent clients or prospects. Consults with clients and prospects to determine their financial needs. Provides a solution from the Bank's offered products, or refers them to banking partners as appropriate.
  • Client Service - Facilitates client retention and satisfaction by ensuring timely processing of client requests, workflow, and communication. Provides periodic reviews for clients and answers inquiries regarding their investments.
  • Risk Management - Ensures compliance throughout activities with all applicable regulations, policies, and procedures.
  • Relationship Development - Establishes a rapport with clients to identify financial needs and leverage sales opportunities. Serves as a relationship management point of contact for clients calling in. Build rapport with internal centers of influence to source new client opportunities.

Qualifications
Bachelor's Degree and 1 years of experience in Registered Securities Representative OR High School Diploma or GED and 5 years of experience in Registered Securities Representative
License or Certification Type: Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses RequiredSkill(s): Knowledge of investment and financial markets
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
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