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Private Wealth Management Associate Jobs in Raleigh, NC

Curi Capital

Wealth Management Associate

Raleigh, NC · Hybrid

$15.25 - $20.50/hr

The Role We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate . In this role, you will ...

Curi Capital

Wealth Management Associate

Raleigh, NC · On-site

$60K - $70K/yr

The Role We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate . In this role, you will ...

Deloitte

Tax Manager - Private Wealth

Raleigh, NC

$107K - $141K/yr

... management) * Ability to travel up to 25%, on average, based on the work you do and the clients and ... Learn more about Deloitte Private Wealth Tax Services. Learn more about Deloitte Business Tax ...

Argent Financial Group

Wealth Advisor

Raleigh, NC · On-site

Wealth Advisor General A Wealth Advisor plays a pivotal role in managing and growing relationships with high-net-worth clients. As a Wealth Advisor, you will leverage your expertise to deliver ...

Baird Capital

Client Specialist

Chapel Hill, NC · On-site

Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions ...

Baird

Client Specialist

Chapel Hill, NC · On-site

Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions ...

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

Serving as the primary relationship manager for affluent individuals and families, the position ... Engages other associates within the department to provide ongoing advice, products and services as ...

New

Robert W Baird & Co

Client Specialist

Chapel Hill, NC · On-site

Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions ...

Baird

Client Specialist

Chapel Hill, NC · On-site

Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions ...

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

Serving as the primary relationship manager for affluent individuals and families, the position ... Engages other associates within the department to provide ongoing advice, products and services as ...

New

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

Serving as the primary relationship manager for affluent individuals and families, the position ... Engages other associates within the department to provide ongoing advice, products and services as ...

New

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All JobsPrivate Wealth Management Associate JobsPrivate Wealth Management Associate Jobs in Raleigh, NC

Private Wealth Management Associate information

See Raleigh, NC salary details

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How much do private wealth management associate jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for private wealth management associate in Raleigh, NC is $19.31, according to ZipRecruiter salary data. Most workers in this role earn between $14.47 and $20.10 per hour, depending on experience, location, and employer.

What is a private wealth management associate?

A Private Wealth Management Associate is a financial professional who supports wealth managers and advisors in serving high-net-worth clients. Their responsibilities typically include preparing financial reports, analyzing investment portfolios, researching financial products, and assisting with client communications. They play a critical role in ensuring that clients receive personalized service and tailored investment strategies. This position is often an entry point for those seeking a career in private wealth management or financial advisory. Associates work closely with senior advisors to deliver comprehensive financial planning and investment management solutions.

What is the difference between Private Wealth Management Associate vs Financial Advisor?

AspectPrivate Wealth Management AssociateFinancial Advisor
CredentialsTypically requires a Series 7, Series 66, or 65 license; often a bachelor's degree in finance or related fieldOften holds Series 7, Series 66, or 65 licenses; may also have CFP certification
Work EnvironmentWorks within private banks or wealth management firms, supporting high-net-worth clientsWorks independently or within firms, providing financial planning and investment advice to a broad client base
Employer & Industry UsageCommonly employed by private banks, investment firms, and wealth management companiesEmployed by financial advisory firms, banks, or independently as registered representatives

The main difference is that a Private Wealth Management Associate primarily supports senior staff and manages client data, while a Financial Advisor directly provides personalized financial planning and investment advice to clients. Both roles require similar licenses and certifications, but their responsibilities and work environments differ.

What are the key skills and qualifications needed to thrive as a private wealth management associate, and why are they important?

To thrive as a Private Wealth Management Associate, you need a solid understanding of finance, investment principles, and portfolio management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as the FINRA Series 7 or CFA Level I is highly valued. Exceptional interpersonal skills, discretion, and attention to detail are essential for building client trust and managing sensitive information. These skills and qualifications are crucial for delivering tailored financial advice, ensuring regulatory compliance, and fostering long-term client relationships.

What are the typical career progression opportunities for a private wealth management associate?

As a Private Wealth Management Associate, you typically start by supporting senior advisors, managing client relationships, and assisting with portfolio analysis. With demonstrated performance and additional certifications, you may advance to roles such as Wealth Advisor or Portfolio Manager, taking on more direct responsibility for client accounts and strategy. Many firms provide structured mentorship and training programs to facilitate this growth, and progression often depends on both technical expertise and strong interpersonal skills. Career advancement in this field is also closely tied to your ability to develop and retain client relationships.
What are the most commonly searched types of Private Wealth Management jobs in Raleigh, NC? The most popular types of Private Wealth Management jobs in Raleigh, NC are:
What are popular job titles related to Private Wealth Management Associate jobs in Raleigh, NC? For Private Wealth Management Associate jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Private Wealth Management Associate jobs in Raleigh, NC look for? The top searched job categories for Private Wealth Management Associate jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Private Wealth Management Associate jobs? Cities near Raleigh, NC with the most Private Wealth Management Associate job openings:
Private Wealth Management Associate jobs near you
Infographic showing various Private Wealth Management Associate job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $40,171 per year, or $19.3 per hour.

Wealth Management Associate

Curi Capital

Raleigh, NC • Hybrid

$15.25 - $20.50/hr

Full-time

Posted 24 days ago

Job description

Location

Raleigh, North Carolina

This is a hybrid role located at 700 Spring Forest Road, Suite 400. Team members are expected to come into the office three days a week. 

The Role

We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate. In this role, you will be responsible for performing administrative and financial planning functions associated with servicing high net worth clients while working in a team environment. You will also assist the Wealth Advisors in establishing relationships with clients and be responsible for maintaining client contact, servicing client needs and troubleshooting problems, while training to become a Wealth Advisor. 

You will have a significant impact on the client's impression and trust in the firm. Accuracy and timeliness of work and communications is critical. 

In this role, you will understand how processes and products work together in a client's portfolio. Once a minimum of one year's experience has been achieved, you will assist the Wealth Advisors with personal delivery of financial planning activities.

Key Result Areas

  • Establish and maintain effective relationships and provide client service that builds satisfaction and confidence
  • Provide support to Wealth Advisors by gathering the necessary data to manage client relationships. Update and inform Wealth Advisors about client activity as appropriate
  • Analyze and evaluate the financial status of clients and prospects
  • Participate in 1-4 client or prospect meetings or calls each week
  • Understand how processes and products work together and apply that knowledge to satisfy client questions and concerns
  • Demonstrate critical thinking and good judgment in all situations
  • Research and communicate the resolution of complex problems and implement solutions
  • Ensure completion of internal projects
  • Develop and present financial planning recommendations, including but not limited to, retirement and education projections
  • Provide effective, timely and proactive communication with clients, colleagues and third parties 

Key Skills

  • Successful candidates will demonstrate an aptitude to learn and grow in responsibilities and accountabilities over time
  • Demonstrated ability to build mutually beneficial relationships required
  • Demonstrated ability to multi-task and prioritize work required
  • Must be detail oriented and have demonstrated ability to solve problems and meet deadlines
  • Must be able to follow defined processes where they exist while also making adjustments and using good judgment when business circumstances dictate
  • Ability to work in a collaborative team environment required
  • Excellent written and oral communication skills required

Key Qualifications

  • One to three years of experience in Wealth Management preferred
  • Undergraduate degree or equivalent work experience required
  • Education or experience in business, economics, or finance and/or experience working with the public preferred
  • Exposure to wealth management or financial services and experience servicing customers preferred 
  • Experience in clubs, activities, sports, volunteer service, etc. helpful, especially leadership experience

Key licenses

  • Series 65 recommended or willingness to obtain upon hiring
  • CFP recommended or willingness to obtain within one year

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