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Wealth Assistant Jobs in Raleigh, NC (NOW HIRING)

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

$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 ...

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 ...

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 ...

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

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

$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 ...

Simplicity Group Holdings

Be Seen First

Sr. Sales Assistant

Durham, NC · On-site

$65K - $76K/yr

Senior Sales Assistant Reports to: Director, Business Development Location: In-office, Durham, NC ... Qualifications: · 2+ years previous experience in wealth management, financial services, banking ...

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

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 ...

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

... 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 ...

Pwc

Asset & Wealth Management Tax Manager

Raleigh, NC · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... You will review and analyse financial data, prepare and file tax returns, and assist businesses in ...

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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 Aug 4, 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 qualifications do I need to work in wealth management?

Wealth assistants typically need a bachelor's degree in finance, economics, or a related field. Relevant skills include strong communication, financial analysis, and proficiency with financial software; certifications like the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance job prospects.

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 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 most commonly searched types of Wealth jobs in Raleigh, NC? The most popular types of Wealth jobs in Raleigh, NC are:
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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 Management Associate

Curi Capital

Raleigh, NC • Hybrid

$15.25 - $20.50/hr

Other

Posted 21 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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