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Part Time Wealth Management Jobs in Raleigh, NC (NOW HIRING)

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Part Time Wealth Management information

See Raleigh, NC salary details

$72.9K

$95K

$113.7K

How much do part time wealth management jobs pay per year?

As of Jun 17, 2026, the average yearly pay for part time wealth management in Raleigh, NC is $94,998.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,100.00 and $106,000.00 per year, depending on experience, location, and employer.

Can you do wealth management part time?

Part time wealth management roles are available and typically involve flexible schedules, allowing professionals to work fewer hours than full-time positions. These roles often require relevant certifications such as the CFP or CFA and strong client management skills. However, the availability and scope of part-time opportunities can vary by employer and region.

Is 200,000 enough to work with a financial advisor?

For a wealth management professional, having $200,000 can be sufficient to start investing or managing client portfolios, depending on the services offered and client needs. However, the amount needed varies based on the complexity of financial plans, client assets, and the advisor's fee structure. Success in this role often depends more on skills, certifications, and client relationships than on specific asset amounts.

Can financial advisors make $500,000 a year?

Financial advisors, including those in wealth management, can potentially earn $500,000 or more annually, especially with extensive experience, a strong client base, and high-net-worth clients. However, such earnings are typically achieved through commissions, fees, and bonuses, and are not guaranteed for all advisors. Income levels vary widely based on location, firm size, and individual performance.

What are the typical responsibilities and team dynamics for a part-time wealth management role?

In a part-time wealth management position, you can expect to assist with client portfolio reviews, prepare financial reports, and support senior advisors with client communications. You’ll often collaborate closely with other advisors, analysts, and administrative staff to ensure clients’ needs are met efficiently. While your hours may be limited, strong communication and organizational skills are vital, as you’ll be responsible for managing multiple tasks and ensuring accuracy in financial documentation. The fast-paced environment offers valuable exposure to financial planning and can serve as a stepping stone for full-time advancement within the firm.

What are the key skills and qualifications needed to thrive as a Part-Time Wealth Management Professional, and why are they important?

To excel in part-time wealth management, you need a solid understanding of financial planning, investment strategies, and relevant regulations, often supported by a finance degree or professional certifications like CFP or CFA. Familiarity with portfolio management software, financial analysis tools, and CRM systems is typically required. Exceptional interpersonal skills, discretion, and the ability to communicate complex financial concepts clearly help build client trust and loyalty. These competencies are crucial for effectively managing client assets, ensuring compliance, and fostering long-term relationships in a competitive industry.

What is part-time wealth management?

Part-time wealth management refers to working in the financial advisory and planning sector on a part-time basis, rather than full-time. Professionals in this role help clients manage their assets, plan for retirement, and achieve financial goals, but may work reduced hours or fewer days per week. This arrangement can suit individuals seeking work-life balance or those transitioning into or out of full-time roles. Key responsibilities may include portfolio reviews, investment advice, and client meetings, all tailored to fit a part-time schedule.

Is $50,000 enough for a financial advisor?

For a part-time wealth management role, a $50,000 salary can be sufficient depending on the location, workload, and required experience. Compensation varies widely based on client base, certifications, and firm size, but part-time positions often offer lower pay compared to full-time roles. Skills in financial analysis and client communication are essential for success in this field.

What is the difference between Part Time Wealth Management vs Part Time Financial Advisor?

AspectPart Time Wealth ManagementPart Time Financial Advisor
CredentialsCertifications like CFP, CFA often preferredSimilar certifications, often CFP or Series 7/66
Work EnvironmentFinancial firms, banks, or independentFinancial firms, banks, or independent
Industry UsageCommon in wealth management firms and private banksUsed across financial planning and advisory firms
Search IntentSeeking part-time roles in wealth managementLooking for part-time financial advisory positions

Part Time Wealth Management and Part Time Financial Advisor roles often overlap in credentials and work environment. Both involve providing financial guidance, typically require similar certifications, and are found in similar settings. The main difference lies in the focus: wealth management emphasizes managing high-net-worth clients' assets, while financial advising covers broader financial planning services. Understanding these distinctions helps job seekers target the right roles in the financial industry.

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 Part Time Wealth Management jobs in Raleigh, NC? For Part Time Wealth Management jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Part Time Wealth Management jobs in Raleigh, NC look for? The top searched job categories for Part Time Wealth Management jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Part Time Wealth Management jobs? Cities near Raleigh, NC with the most Part Time Wealth Management job openings:
Part Time Wealth Management jobs near you
Remote Financial Planning & Analysis Manager - AI Trainer ($50-$60 per hour)

Remote Financial Planning & Analysis Manager - AI Trainer ($50-$60 per hour)

Data Annotation

Smithfield, NC • Remote

$50 - $60/hr

Full-time, Part-time, Contractor

This job post has expired today. Applications are no longer accepted.

Job description

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might:

  • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets
  • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work
  • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.
  • Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Benefits:

  • This is a full-time or part-time REMOTE position
  • You’ll be able to choose which projects you want to work on
  • You can work on your own schedule
  • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English (native or bilingual level)
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Masters and/or PhD is is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Apply