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Wealth Associate Jobs in Raleigh, NC (NOW HIRING)

CAPTRUST

Business Development Senior Associate

Raleigh, NC · On-site

$43K - $59K/yr

The Advisor Group is in search of a Business Development Senior Associate to help support the organic growth of the wealth management business for this rapidly growing and collaborative organization.

AVE Staffing

Trusts & Estates Associate

Raleigh, NC · On-site

$120K - $150K/yr

Associate Attorney - Trusts & Estates/Business Our client, a dynamic and collaborative law firm in ... Counsel clients on estate planning, wealth transfer, asset protection, and estate administration.

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Wealth Associate information

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How much do wealth associate jobs pay per hour?

As of Jul 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 July 2026, with employment types broken down into 1% As Needed, 66% Full Time, 30% Part Time, 1% Temporary, and 2% 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.
Business Development Senior Associate

Business Development Senior Associate

CAPTRUST

Raleigh, NC • On-site

$43K - $59K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

Job description

Overview
WHO are we looking for?
The Advisor Group is in search of a Business Development Senior Associate to help support the organic growth of the wealth management business for this rapidly growing and collaborative organization. The Business Development Senior Associate will engage with financial advisors, internal and external partners in wealth management, to support opportunities that generate new revenue, improve client retention, and further other business interests. The Business Development Senior Associate will work closely with internal and external partners to develop and deepen relationships in support of the organic growth initiatives established by the firm. Strong relationship management, project management, and technical knowledge will be essential to success in this role. The Senior Associate will be expected to be an active collaborator with advisors and the leadership team to find creative solutions as we work to achieve our goals.
Responsibilities
  • CAPTRUST internal referral programs (Bridge): project management, sales support, sales reporting, and lead flow administration
  • External referral program management with well-known custodians: event planning, sales support and lead flow administration
  • Advisor development programs: coordination and support for ongoing sales training and advisor development initiatives
  • Sales reporting and analytics: utilize MS PowerBI tools to support the leadership team with practice management at the firm and local level
  • Advisor support: assist advisors with sales support related needs at the direction of the wealth management leadership team
  • Collaborate with other departments within CAPTRUST on sales enablement content, advisor onboarding and operations

Qualifications
Minimum Qualifications:
  • 3 to 5 years of relevant financial services industry
  • Prior experience in a relationship manager, business development, or sales support role
  • Solid understanding of the wealth management and retirement plan consulting space
  • High degree of proficiency in Microsoft products, including Word, Excel, PowerPoint, Dynamics 365, and Teams
  • Familiarity with Fidelity, Schwab, Smart Asset, and TDA platforms preferred

Desired Qualifications/Skills:
  • Critical thinking to uncover strategic opportunities to engage business partners
  • Self-starter with the ability to work independently and within a collaborative environment
  • Ability to work autonomously to build relationships in an entrepreneurial environment
  • An individual that can be coached and has a desire to learn
  • Ability to maintain a high level of professionalism
  • Excellent interpersonal and written communication skills
  • Works well in deadline-driven environment and stressful situations
  • Ability to work on multiple projects with simultaneous deadlines
  • Maintains an extreme attention to detail, organized, and accountable

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 Rd #1700 | Raleigh, NC 27609
OR
4200 West 115th Street #210 | Leawood, KS 66211
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 position will remain open until filled.

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