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Wealth Assistant Jobs in Raleigh, NC (NOW HIRING)

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

... wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic ... We are seeking an Executive Assistant to the CEO to join our Durham, NC team! The Executive ...

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 ...

Showing results 41-60

Wealth Assistant information

See Raleigh, NC salary details

$9

$28

$65

How much do wealth assistant jobs pay per hour?

As of Aug 8, 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:
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 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 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.

Assistant Manager I

Dollar Tree

Durham, NC • On-site

Part-time

Medical, Dental, Vision, Retirement

Re-posted 7 days ago


Dollar Tree rating

4.4

Company rating: 4.4 out of 10

Based on 2,513 frontline employees who took The Breakroom Quiz

37th of 39 rated national retailers


Job description

We're seeking an Assistant Store Manager to join our team to help with store operations, customer service and team development. Duties include, but are not limited to, the following:
  • Assist with store functions and day-to-day store activities

  • Help customers in a positive, approachable manner and address any questions or concerns they may have

  • Help organize, and transfer merchandise from delivery truck to stockroom to sales floor as needed and ensure the seasonal areas of the store are maintained

  • Perform opening and closing procedures as needed

  • Process all corporate directives including Pull and Hold/Destroy, Task Compliance, Key Survey information requests and any additional communications related to store activities

  • Maintain promotional effectiveness of store-front fixtures and displays

  • Assist in ordering merchandise, processing damaged merchandise, record keeping (including payroll, scheduling, and cash register deposits and receipts), and loss prevention

  • Maintain areas of the store, including a well-stocked sales floor and organized stockroom, to company standards

  • Protect and secure all company assets, including store cash

  • Adhere to policies and procedures including safety guidelines and ensure all store associates follow company policies and procedures

  • Help the Store Manager supervise, train, and develop Store Associates

  • Ensure a positive, safe, and respectful environment while maintaining professional and friendly interactions with customers, associates, and leaders

  • Responsible for maintaining the cleanliness throughout the store, including cleaning and restocking bathrooms, sweeping and mopping floors, taking out the trash, and ensuring all areas are neat and presentable

  • Other duties as assigned*

Skills and Experience:
  • High school diploma or equivalent is preferred; ability to read, interpret, and explain operational directives (e.g., merchandise schematics, etc.) is required

  • Store management experience in retail, grocery, or drug store environment is preferred

  • Must be able to lift up to 55 lbs. from floor to above shoulder height and meet demands of frequent walking, standing, stooping, kneeling, climbing, pushing, pulling, and repetitive lifting

  • Strong communication, interpersonal, and written skills are required

  • Ability to work in a high-energy, team environment is required

  • Exceptional customer service, organizational, and communication skills are required

  • Strong problem solving and decision-making skills are required

Perks and Benefits:
We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental, and vision insurance, we offer:
  • Employee Assistance Program

  • Retirement plans

  • Educational Assistance

  • And much more!

We are an equal opportunity employer committed to complying with the Americans with Disabilities Act (ADA) and providing reasonable accommodations to qualified individuals with disabilities.
This job specification should not be construed to imply that these requirements are the exclusive standards of the position. This is not to be considered a complete list of job duties, which appear in the job description for this position, and which may be amended from time to time at our discretion. Incumbents will follow any other instructions and perform any other related duties as may be required by their supervisor.
Please note, this job description is not a contract of employment and may be modified to meet evolving business needs. Employment is at-will, meaning that either the employee or the company may terminate the employment relationship at any time, with or without cause or notice.
Part time
4900 Nc Hwy 55,Durham,North Carolina 27713-7806
02210
Dollar Tree

What Dollar Tree employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


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About Dollar Tree

Sourced by ZipRecruiter

With Dollar Tree and Family Dollar, we put value front and center for our customers. We do this by providing our customers with quality merchandise, amazing values, convenience, and a fun shopping experience. Whether you’re looking for the thrill of the hunt at Dollar Tree or shopping for your favorite brands at Family Dollar, you’re sure to find savings on a great selection of merchandise in our stores.

Industry

Retail

Company size

10,000+ Employees

Headquarters location

Chesapeake, VA, US