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Wealth Associate Jobs in Raleigh, NC (NOW HIRING)

Fidelity Bank

Client Service Associate

Cary, NC

$14.75 - $20.50/hr

The Client Service Associates provides high-touch administrative and client service support to Wealth Advisors and the broader wealth management team. This role is critical to delivering a consistent ...

UBS

Client Associate

Chapel Hill, NC

Do you know how to take care of people? We're looking for a Client Associate to: • keep ... truly global wealth manager and the leading universal bank in Switzerland. We also provide ...

Poolcorp

Warehouse Associate

Raleigh, NC

$16 - $20/hr

The Warehouse Associate supports the team and our customers by accurately and safely receiving ... We offer a wealth of opportunities for career growth and advancement, with comprehensive training ...

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All JobsWealth Associate JobsWealth Associate Jobs in Raleigh, NC

Wealth Associate information

See Raleigh, NC salary details

$10

$19

$32

How much do wealth associate jobs pay per hour?

As of Jun 14, 2026, the average hourly pay for wealth associate in Raleigh, NC is $19.31, according to ZipRecruiter salary data. Most workers in this role earn between $14.47 and $20.10 per hour, depending on experience, location, and employer.

What does a Wealth Associate do?

A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.

What are the typical growth opportunities for a Wealth Associate within a financial advisory firm?

Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.

What is the difference between Wealth Associate vs Financial Advisor?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.

What are the key skills and qualifications needed to thrive as a Wealth Associate, and why are they important?

To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.
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 cities near Raleigh, NC are hiring for Wealth Associate jobs? Cities near Raleigh, NC with the most Wealth Associate job openings:
Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Raleigh, NC as of June 2026, with employment types broken down into 13% Full Time, 81% Part Time, 2% Temporary, and 4% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $40,173 per year, or $19.3 per hour.

Client Service Associate

Fidelity Bank

Cary, NC

$14.75 - $20.50/hr

Other

Posted 28 days ago

Job description

SUMMARY:
The Client Service Associates provides high-touch administrative and client service support to Wealth Advisors and the broader wealth management team. This role is critical to delivering a consistent, professional client experience by supporting onboarding, account servicing, meeting preparation, documentation follow-through, and day-to-day client needs. The Client Service Associate serves as a key partner to advisors, ensuring operational excellence and exceptional service delivery.
PRINCIPAL ACCOUNTABILITIES:
Time: Description:
20% Serve as first point of contact for routine client inquiries, delivering timely, accurate, and professional service and escalating complex needs as appropriate.
20% Support ongoing client stewardship by tracking review schedules, outreach cadence, and follow-up deliverables.
10% Maintain a high standard of confidentiality, accuracy, and responsiveness in all client interactions.
10% Coordinate client onboarding workflows, including account opening, documentation collection, and coordination with internal partners.
10% Ensure client records are complete and accurate across systems and CRM platforms. Serve as a system subject matter expert.
5% Assist with service requests, documentation updates, and routine account maintenance.
5% Prepare meeting materials, reports, and presentations for client reviews and advisor meetings.
5% Coordinate scheduling, meeting logistics, and follow-up actions.
5% Maintain organized electronic files and documentation in accordance with Bank standards.
5% Partner closely with advisors and other team members to ensure seamless execution of client service and operational tasks.
5% Support process consistency and service excellence by following established procedures and identifying opportunities for improvement.
BASIC QUALIFICATIONS:
Bachelors degree with a minimum of 2 years experience in wealth management, banking, financial services or an equivalent combination of education and experience.
ADDITIONAL QUALIFICATIONS:
- Strong attention to detail with the ability to manage multiple priorities in a fast paced environment.
- Proficiency with Microsoft Office and CRM systems.
- Service oriented with a focus on consistency and client satisfaction.
- Strong organizational and follow-through skills.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.
They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Affirmative Action/Equal Opportunity Employer

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