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Wealth Assistant Jobs in Raleigh, NC (NOW HIRING)

Wealth Enhancement Group

Administrative Assistant

Raleigh, NC · On-site

$17.50 - $23.50/hr

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an ... We have an exciting opportunity for an Administrative Assistant ! In this role, you will provide ...

Wealth Enhancement Group

Administrative Assistant

Raleigh, NC · On-site

$17.50 - $23.50/hr

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an ... We have an exciting opportunity for an Administrative Assistant ! In this role, you will provide ...

Wealth Enhancement Group

Administrative Assistant

Raleigh, NC · On-site

$17.50 - $23.50/hr

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an ... We have an exciting opportunity for an Administrative Assistant ! In this role, you will provide ...

Curi Capital

Wealth Management Associate

Raleigh, NC · Hybrid

$15.25 - $20.50/hr

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 ...

Curi Capital

Wealth Management Associate

Raleigh, NC · On-site

$60K - $70K/yr

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 ...

Captrust

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75K - $125K/yr

Responsibilities * Assist with the preparation, development, and delivery of client financial plans * Assist with training our wealth team on eMoney and our financial planning approach * Data entry ...

CAPTRUST

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75K - $125K/yr

Responsibilities * Assist with the preparation, development, and delivery of client financial plans * Assist with training our wealth team on eMoney and our financial planning approach * Data entry ...

CAPTRUST

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75K - $125K/yr

Primary responsibilities may include the following, among others: * Assist with the preparation, development, and delivery of client financial plans * Assist with training our wealth team on eMoney ...

First Citizens Bank

Wealth Client Specialist

Raleigh, NC · On-site

$15 - $20/hr

From life's biggest financial decisions to everyday needs big and small, our First Citizens Wealth ... May assist in creating and monitoring pricing of Bank products or services, including evaluating ...

First Citizens

Wealth Client Specialist

Raleigh, NC · On-site

$16.50 - $21.75/hr

From life's biggest financial decisions to everyday needs big and small, our First Citizens Wealth ... May assist in creating and monitoring pricing of Bank products or services, including evaluating ...

New

First Citizens Bank

Wealth Client Specialist

Raleigh, NC · On-site

$16.50 - $21.75/hr

From life's biggest financial decisions to everyday needs big and small, our First Citizens Wealth ... 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

From life's biggest financial decisions to everyday needs big and small, our First Citizens Wealth ... May assist in creating and monitoring pricing of Bank products or services, including evaluating ...

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Wealth Assistant information

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How much do wealth assistant jobs pay per hour?

As of Sep 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.

What is a wealth assistant?

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 wealth assistant do?

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 key skills and qualifications needed to thrive as a wealth assistant?

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 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:

Infographic showing various Wealth Assistant job openings in Raleigh, NC as of September 2026, with employment types broken down into 2% As Needed, 71% Full Time, 21% Part Time, and 6% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $60,240 per year, or $29 per hour.

Administrative Assistant

Raleigh, NC • On-site

Wealth Enhancement Group
See more jobs at Wealth Enhancement Groupexternal

$17.50 - $23.50/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
We have an exciting opportunity for an Administrative Assistant! In this role, you will provide support to Financial Advisors and their clients through the client service model. Additionally, you will provide administrative support including reception, general office work, and the coordination and execution of office activities and initiatives.
Primary Job Functions
Office Administration
  • Provide office support. This includes typing and generating correspondence, forms, policies and general office documents. Provide support for client meetings.
  • Handle telephone calls, schedule appointments and take messages as necessary.
  • Serve as primary receptionist. Answer telephone, screen and route phone calls, and take messages as appropriate. Set up conference calls and video conferences.
  • Sort and deliver all incoming mail.
  • Handle standard correspondence as requested including form letters and responses to requests for information.
  • Keep standard forms up-to-date.
  • File and scan as requested.
  • Track future appointments.
  • Maintain new hire checklist and coordinate training tasks.
  • Establish, maintain and comply with orderly record keeping system, ensuring maintenance of confidential account files and proper workflow.
  • Support in generating reports for Management meetings and presentations.
  • Assist with meeting and travel coordination and expense requests.
  • Track and coordinate payment of corporate expenses.
  • Arrange for client and staff cards and gifts.
  • Coordinate marketing materials and client events.
Meeting Coordination
  • Schedule and coordinate meetings including booking meeting rooms, making travel arrangements, preparing agenda and meeting packets, obtaining and preparing exhibits, drafting minutes, communicating with Managers and Committee members, distributing meeting packets in a timely manner and circulating documents for signature.
  • Maintain records of meetings including agendas and exhibits. Coordinates all internal staff meetings including preparing agenda and staff meals.
  • Schedule, coordinate and prepare agenda for all meetings.
Education/Qualifications
  • High School Diploma is required; Associates Degree or higher is preferred
  • Professional presence; service oriented; positive and friendly attitude
  • Excellent oral and written communication skills required to develop team and client relationships
  • Strong attention to detail and process; Prioritizes completing accurate work
  • Proficient with Microsoft Office especially Word, Excel and Outlook
  • Good problem-solving skills; Ability to work with deadlines and prioritize tasks
  • As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected.
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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