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Wealth Assistant Jobs in Raleigh, NC (NOW HIRING)

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 ...

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 ...

First Citizens Bank

Wealth Client Specialist

Raleigh, NC · On-site

$15 - $20/hr

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.

First Citizens Bank

Wealth Client Specialist

Raleigh, NC · On-site

$15 - $20/hr

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.

Robert Half

Legal Assistant/Paralegal

Durham, NC · On-site

$55K - $78K/yr

🌟 Administrative Assistant / Paralegal (Estate Planning) 🌟 📍 Boutique Law Firm | High-Net ... and wealth strategies ✨ Be valued for initiative, effort, and anticipation of needs 💰 ...

Dollar Tree

Assistant Manager I

Raleigh, NC · On-site

We're seeking an Assistant Store Manager to join our team to help with store operations, customer ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Assistant Manager I

Raleigh, NC · On-site

We're seeking an Assistant Store Manager to join our team to help with store operations, customer ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Assistant Manager I

Cary, NC · On-site

We're seeking an Assistant Store Manager to join our team to help with store operations, customer ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Assistant Manager I

Raleigh, NC · On-site

We're seeking an Assistant Store Manager to join our team to help with store operations, customer ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Assistant Manager I

Durham, NC · On-site

We're seeking an Assistant Store Manager to join our team to help with store operations, customer ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Assistant Manager I

Raleigh, NC · On-site

We're seeking an Assistant Store Manager to join our team to help with store operations, customer ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Assistant Manager I

Raleigh, NC · On-site

We're seeking an Assistant Store Manager to join our team to help with store operations, customer ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Assistant Manager I

Raleigh, NC

We're seeking an Assistant Store Manager to join our team to help with store operations, customer ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

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All JobsWealth Assistant JobsWealth Assistant Jobs in Raleigh, NC

Wealth Assistant information

See Raleigh, NC salary details

$9

$28

$65

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.
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:
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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 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 Management Associate II

Wealth Client Management Associate II

CAPTRUST

Raleigh, NC • On-site

$14 - $19.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 days ago

Job description

Overview
WHO are we looking for?
CAPTRUST is seeking a Client Management Associate II who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC to research and resolve issues. The candidate also recommends solutions to moderately complex problems. Primary responsibilities may include the following, among others:
Responsibilities
  • Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving client questions, processing transactions, and responding to ad hoc requests
  • Work closely with CMCs to prepare quarterly reviews, proposals, and other client-related materials, this includes proofreading the documents, printing, binding and mailing
  • Maintain updated client contact information within the CRM system (CAPConnect); assist with ongoing CAPConnect maintenance including gathering and uploading documents to SharePoint record
  • Help CMCs review client activities and recurring tasks
  • Handle Client Service functions; examples include correspondence, reports, new account paperwork, contracts and research
  • Schedule and confirm client meetings, if necessary
  • Perform other duties and special projects as required, including firm-wide initiatives

Qualifications
Minimum Qualifications:
  • Completion of a four-year degree from an accredited university or equivalent work experience
  • Minimum 2 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment

Desired Qualifications/Skills:
  • Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
  • Excellent math skills and the ability to quickly grasp financial and investment concepts
  • Positive attitude and a team player.
  • Energized by change and ability to think "outside the box" regarding process improvement
  • Flexibility to handle changing priorities, pressure, and short deadlines

WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
  • Company discretionary bonus
  • Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
  • Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
  • Paid time off (PTO) or Paid Sick Leave (PSL)

WHERE will you be working?
4208 Six Forks Road Ste 1700 | Raleigh, North Carolina 27609
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
  • Ability to build successful, collaborative, and trusting relationships
  • Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
  • A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
  • Inherent desire to give back to our communities and enrich the lives of those around us
  • An other-centered mindset
  • Integrity through maintaining objectivity

EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
This role will remain posted until filled.

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