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Wealth Assistant Jobs in Raleigh, NC (NOW HIRING)

Focus Partners Wealth

Tax Associate

Durham, NC

$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

$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 · 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 · 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 · On-site

... wealth benefits and flexible spending accounts Dining and other discounts Matching 401(k) plan ... 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 ...

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.

CAPTRUST

Wealth Client Management Associate II

Raleigh, NC · On-site

$14 - $19.50/hr

Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving ... Maintain updated client contact information within the CRM system (CAPConnect); assist with ongoing ...

CAPTRUST

Wealth Client Management Associate II

Raleigh, NC

$14 - $19.50/hr

Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving ... Maintain updated client contact information within the CRM system (CAPConnect); assist with ongoing ...

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Wealth Assistant information

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How much do wealth assistant jobs pay per hour?

As of Jun 15, 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 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 sometimes specialized knowledge in finance or lifestyle management. Building a professional network and demonstrating reliability are key to securing such positions.

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 communication, data entry, and using financial software to ensure smooth operations in a financial services environment.

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.

How much does a wealth management assistant make?

A wealth management assistant typically earns between $45,000 and $70,000 annually, depending on experience, location, and the size of the firm. Entry-level positions may start lower, while experienced assistants with certifications can earn higher salaries. They often work in financial advisory firms, supporting senior advisors with client management and administrative tasks.

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.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level often requires years of experience, strong sales skills, and relevant certifications like the CFP or CFA, along with a focus on high-value financial planning and investment management.
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Wealth Assistant jobs near you
Infographic showing various Wealth Assistant job openings in Raleigh, NC as of June 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-Personal Trust IRA

Wealth Client Specialist-Personal Trust IRA

First Citizens Bank

Raleigh, NC • On-site

$15 - $20/hr

Full-time

Retirement

Posted 11 days ago

First Citizens Bank rating

7.6

Company rating: 7.6 out of 10

Based on 103 frontline employees who took The Breakroom Quiz

79th of 141 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 Specialist will collaborate with the Personal Trust IRA team as a key partner to support and enhance existing IRA processes. Working together to provide quality assurance and quality control functions consistent with first line of defense established policies and procedures to ensure data integrity and regulatory compliance.


Responsibilities

  • IRA distribution processing

    This role will manage distribution requests as received from fiduciary team. This involves reviewing details of the request to ensure accuracy and correctness, along with coordinating corrections with the fiduciary team as needed.  Will partner with Trust Operations to ensure all requests are completed timely.

    IRA Recommendation Production

    Will assist with production of rollover recommendations as required by the IRA Prohibited Transaction Exemption PTE 2020-02.  This will include the review of documentation provided by the fiduciary team, and conducting data analysis to generate the recommendation.

    Other Duties

    The Specialist will assist with other duties to support the Personal Trust IRA Team which include the review of IRA transactions, validation of IRA data and participation in various projects.


Qualifications

Bachelor degree and related banking or financial services experience OR High school diploma or GED with minimum of 4 years of trust or financial services experience.

Preferred Skills

  • Prior experience in IRA Administration or Processing
  • Prior experience in Wealth Management/Trust or financial services
  • Highly organized, detail oriented and efficient at task completion

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.

Qualifications:

Bachelor degree and related banking or financial services experience OR High school diploma or GED with minimum of 4 years of trust or financial services experience.

Preferred Skills

  • Prior experience in IRA Administration or Processing
  • Prior experience in Wealth Management/Trust or financial services
  • Highly organized, detail oriented and efficient at task completion

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.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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