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Senior Wealth Planner Jobs in Raleigh, NC (NOW HIRING)

Truist

Senior Wealth Strategist

Raleigh, NC · On-site

Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external ...

Truist

Senior Wealth Strategist

Raleigh, NC · On-site

Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external ...

CAPTRUST

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75K - $125K/yr

CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective client wealth management solutions. This includes ...

CAPTRUST

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75K - $125K/yr

CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective client wealth management solutions. This includes ...

Simplicity Group Holdings

Be Seen First

Sr. Sales Assistant

Durham, NC · On-site

$65K - $76K/yr

... planning and investment management services to individuals, families, and business owners. As our ... Qualifications: · 2+ years previous experience in wealth management, financial services, banking ...

Hilltop Wealth Advisors, LLC

Head of Growth

Chapel Hill, NC · On-site

$180K - $250K/yr

Overview Hilltop Wealth Advisors is growing, and we're seeking a senior leader to serve as our Head ... Working knowledge of RIA business models, succession planning, and M&A concepts * Ability to manage ...

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All JobsWealth Planner JobsSenior Wealth Planner JobsSenior Wealth Planner Jobs in Raleigh, NC

Senior Wealth Planner information

See Raleigh, NC salary details

$48.6K

$87.2K

$121K

How much do senior wealth planner jobs pay per year?

As of Aug 13, 2026, the average yearly pay for senior wealth planner in Raleigh, NC is $87,204.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,400.00 and $101,100.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a senior wealth planner, and why are they important?

To thrive as a Senior Wealth Planner, you need deep expertise in financial planning, investment strategies, and tax regulations, typically supported by a bachelor's degree in finance or related fields and certifications such as CFP or CFA. Familiarity with financial planning software, portfolio management tools, and compliance systems is usually required. Exceptional interpersonal skills, analytical thinking, and the ability to build long-term client relationships help differentiate top performers. These skills ensure the delivery of tailored financial solutions, regulatory compliance, and lasting client trust in a highly competitive environment.

How does a senior wealth planner typically collaborate with other professionals to serve clients effectively?

A Senior Wealth Planner frequently works alongside attorneys, tax advisors, investment managers, and insurance specialists to provide comprehensive financial solutions for clients. This collaborative approach ensures that all aspects of a client's financial life—ranging from estate planning to tax optimization and investment strategy—are aligned and managed cohesively. Regular meetings and joint strategy sessions are common, allowing the Senior Wealth Planner to act as the central coordinator and trusted advisor for the client. Effective communication and teamwork are essential for delivering tailored, holistic advice that addresses complex client needs.

What is a senior wealth planner?

A Senior Wealth Planner is a financial professional who provides advanced advice and strategies to help clients manage, grow, and protect their wealth. They typically work with high-net-worth individuals and families, offering services such as investment management, estate planning, tax optimization, and retirement planning. Senior Wealth Planners often collaborate with other financial experts, such as attorneys and accountants, to create comprehensive financial plans tailored to each client's unique needs. Their goal is to help clients achieve long-term financial security and meet their personal and family objectives.

What is the difference between Senior Wealth Planner vs Financial Advisor?

AspectSenior Wealth PlannerFinancial Advisor
CertificationsCFP, ChFC, or equivalentCFP, ChFC, or similar
Work EnvironmentHigh-net-worth client focus, comprehensive planningBroader client base, investment and retirement advice
Employer & Industry UsageWealth management firms, private banksBanks, independent firms, insurance companies

While both roles involve financial planning and certifications like CFP, Senior Wealth Planners typically focus on high-net-worth clients with comprehensive wealth strategies, whereas Financial Advisors serve a broader client base with investment and retirement advice. The Senior Wealth Planner role often involves more complex estate and tax planning, reflecting a higher level of specialization within wealth management.

What are popular job titles related to Senior Wealth Planner jobs in Raleigh, NC? For Senior Wealth Planner jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Senior Wealth Planner jobs in Raleigh, NC look for? The top searched job categories for Senior Wealth Planner jobs in Raleigh, NC are:
Senior Wealth Planner jobs near you
Infographic showing various Senior Wealth Planner job openings in Raleigh, NC as of August 2026, with employment types broken down into 69% Full Time, 28% Part Time, and 3% Contract. Highlights an 91% Physical, 4% Hybrid, and 5% Remote job distribution, with an average salary of $87,204 per year, or $41.9 per hour.

Senior Wealth Advisor

Beacon Pointe Advisors LLC

Chapel Hill, NC

$125K - $175K/yr

Full-time

Re-posted 7 days ago

Job description

Job Description

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

  • We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
  • With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
  • Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

  • Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
  • Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
  • Collaborate with internal specialists to deliver integrated solutions
  • Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

  • 5+ years of experience as a Financial Advisor or Wealth Advisor
  • Proven track record of client acquisition and asset growth
  • Background in a wirehouse, independent broker-dealer, bank, or RIA environment
  • Financial planning experience preferred
  • CFP®, CFA, or other professional designations preferred
  • Bachelor’s degree in Finance, Business, Economics or related field preferred
  • Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

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