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Wealth Assistant Jobs in Raleigh, NC (NOW HIRING)

First Citizens Bank

Wealth Client Specialist

Raleigh, NC · On-site

$15 - $20/hr

Wealth Client Specialists will initiate the administrative review process as required by Regulation ... May assist in creating and monitoring pricing of Bank products or services, including evaluating ...

First Citizens Bank

Wealth Client Specialist

Raleigh, NC

$15 - $20/hr

Wealth Client Specialists will initiate the administrative review process as required by Regulation ... May assist in creating and monitoring pricing of Bank products or services, including evaluating ...

First Citizens Bank

Wealth Client Specialist

Raleigh, NC · On-site

$15 - $20/hr

Wealth Client Specialists will initiate the administrative review process as required by Regulation ... May assist in creating and monitoring pricing of Bank products or services, including evaluating ...

Focus Partners Wealth

Tax Associate

Durham, NC · On-site

$56K - $75K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Prepare extensions and assist with tax notices as needed. * Prepare quarterly tax estimates and ...

Focus Partners Wealth

Tax Associate

Raleigh, NC · On-site

$56K - $75K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Prepare extensions and assist with tax notices as needed. * Prepare quarterly tax estimates and ...

The Capital Grille

Server Assistant

Raleigh, NC

Multiple insurance options, wealth benefits and flexible spending accounts * Dining and other ... A Server Assistant will be a team player throughout the restaurant by assisting Servers in properly ...

Capital Grille

Server Assistant

Raleigh, NC · On-site

Multiple insurance options, wealth benefits and flexible spending accounts * Dining and other ... A Server Assistant will be a team player throughout the restaurant by assisting Servers in properly ...

The Capital Grille

Server Assistant

Raleigh, NC

... wealth benefits and flexible spending accounts Dining and other discounts State Benefits Overview ... A Server Assistant will be a team player throughout the restaurant by assisting Servers in properly ...

The Capital Grille

Server Assistant

Raleigh, NC · On-site

Multiple insurance options, wealth benefits and flexible spending accounts * Dining and other ... A Server Assistant will be a team player throughout the restaurant by assisting Servers in properly ...

PLACE

Showing Assistant

Raleigh, NC · On-site

$40K - $75K/yr

We are focused on helping others manage and grow wealth through real estate through education, tech and wealth management skills.

Self Help

Assistant Branch Manager

Raleigh, NC · On-site

... wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic ... We are seeking an Assistant Branch Manager to join our Raleigh team! Position Summary: The ...

Self Help

Assistant Branch Manager

Raleigh, NC · On-site

... wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic ... We are seeking an Assistant Branch Manager to join our Raleigh team! Position Summary: The ...

PLACE

Showing Assistant

Raleigh, NC · On-site

We are focused on helping others manage and grow wealth through real estate through education, tech and wealth management skills.

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Wealth Assistant information

See Raleigh, NC salary details

$9

$28

$65

How much do wealth assistant jobs pay per hour?

As of Jul 13, 2026, the average hourly pay for wealth assistant in Raleigh, NC is $28.96, according to ZipRecruiter salary data. Most workers in this role earn between $16.50 and $33.92 per hour, depending on experience, location, and employer.

How many financial advisors make $500,000 a year?

While exact numbers vary, a small percentage of financial advisors, including wealth assistants with advanced certifications and extensive client portfolios, earn $500,000 or more annually. Typically, high earnings are associated with senior advisors managing large assets and working in affluent markets.

How to become a personal assistant for a wealthy person?

To become a personal assistant for a wealthy individual, candidates should develop strong organizational, communication, and discretion skills, often gained through experience in administrative roles. Relevant qualifications include proficiency with scheduling tools, confidentiality, and adaptability, with some positions requiring a background in finance or luxury services. Building a professional network and demonstrating reliability can improve chances of securing such a position.

What does a wealth assistant do?

A wealth assistant supports financial advisors or clients by managing schedules, preparing documents, and handling administrative tasks related to wealth management. They may also assist with client communications, data entry, and using financial software to ensure smooth operations in a financial services environment.

What jobs make $1,000,000 a year?

In the context of a Wealth Assistant, high-earning roles often include investment bankers, hedge fund managers, and senior executives in finance or technology, with many earning over $1 million annually through salaries, bonuses, and profit sharing. These positions typically require advanced degrees, extensive experience, and strong skills in finance, leadership, or technical expertise.

What are the key skills and qualifications needed to thrive in the Wealth Assistant position, and why are they important?

To thrive as a Wealth Assistant, you need a strong grasp of financial principles, account management, and client service, often supported by a degree in finance, business, or a related field. Familiarity with financial planning software, portfolio management systems, and relevant certifications such as the Series 65 or Certified Financial Planner (CFP) is advantageous. Attention to detail, discretion, organizational skills, and proactive communication help candidates excel in this client-facing support role. Mastery of these skills ensures efficient support for wealth managers, accurate handling of client assets, and the ability to build lasting client relationships.

What is a Wealth Assistant job?

A Wealth Assistant supports financial advisors or wealth managers in managing client accounts, financial planning, and administrative tasks. They help with investment research, preparing reports, and ensuring clients receive excellent service. This role requires strong organizational and communication skills, as well as a solid understanding of financial principles. Wealth Assistants play a key role in maintaining client relationships and ensuring smooth day-to-day operations in a financial advisory or wealth management firm.

What does a typical day look like for a Wealth Assistant, and how do they interact with wealth advisors and clients?

A typical day for a Wealth Assistant involves supporting wealth advisors by preparing client reports, handling account documentation, scheduling meetings, and responding to client inquiries. Wealth Assistants collaborate closely with both advisors and clients, often acting as a liaison to ensure smooth communication and efficient service delivery. They may also assist with portfolio updates, client onboarding, and maintaining compliance records. This role requires frequent teamwork with internal staff as well as direct communication with clients, making relationship management and organizational skills particularly important. As a Wealth Assistant, you'll play a crucial part in ensuring a positive client experience and the smooth operation of the wealth management team.

What are the most commonly searched types of Wealth jobs in Raleigh, NC? The most popular types of Wealth jobs in Raleigh, NC are:
What are popular job titles related to Wealth Assistant jobs in Raleigh, NC? For Wealth Assistant jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Wealth Assistant jobs in Raleigh, NC look for? The top searched job categories for Wealth Assistant jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Wealth Assistant jobs? Cities near Raleigh, NC with the most Wealth Assistant job openings:
Wealth Assistant jobs near you
Infographic showing various Wealth Assistant job openings in Raleigh, NC as of July 2026, with employment types broken down into 88% Full Time, 6% Part Time, and 6% Contract. Highlights an 94% In-person, and 6% Hybrid job distribution, with an average salary of $60,240 per year, or $29 per hour.
Wealth Client Specialist

Wealth Client Specialist

First Citizens Bank

Raleigh, NC • On-site

$15 - $20/hr

Full-time

Re-posted 16 days ago

First Citizens Bank rating

7.5

Company rating: 7.5 out of 10

Based on 104 frontline employees who took The Breakroom Quiz

92nd of 149 rated banks

Job description

Overview
At First Citizens Bank, we help clients pursue their ambitions at every stage of life. From life's biggest financial decisions to everyday needs big and small, our First Citizens Wealth team delivers banking, investment, insurance, and many more solutions that support the moments that matter most.
Wealth Client Specialists will initiate the administrative review process as required by Regulation. Working as a critical partner with the fiduciary team to identify administrative gaps and responsible for quality assurance and quality control functions consistent with first line of defense established policies and procedures to ensure data integrity and regulatory compliance.
Responsibilities
  • Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support operations. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. May serve as the main point of contact for clients throughout sales process, and assists in calls or presentations intended to solicit business.
  • Documentation - Prepares documentation presented to clients. This may include proposals, service agreements, and implementation forms.
  • Data Analysis - Sources, compiles, and interprets financial data. Performs analysis to determine trends in market, product, or client information.
  • Product Specialist - Provides knowledge in area of work. Assists in process troubleshooting for both internal and external parties. May assist in creating and monitoring pricing of Bank products or services, including evaluating competitor products and making suggestions to enhance the attractiveness of Bank offerings.

Qualifications
Bachelor's Degree and 0 years of experience in Sales, or Customer Service, or Operations OR High School Diploma or GED and 4 years of experience in Sales, or Customer Service, or Operations
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.

What First Citizens Bank employees say

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