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Wealth Management 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.

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.

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Wealth Management Associate information

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How much do wealth management associate jobs pay per hour?

As of Jul 1, 2026, the average hourly pay for wealth management 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 are the typical career advancement opportunities for a Wealth Management Associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What is an entry level job in wealth management?

An entry-level job in wealth management typically includes roles such as Wealth Management Associate or Financial Advisor Trainee, focusing on client service, financial planning support, and investment research. These positions often require strong communication skills, basic financial knowledge, and may involve working under the supervision of experienced professionals to gain industry experience.

What is the role of a wealth management associate?

A wealth management associate supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They often have strong analytical skills, knowledge of financial products, and may hold certifications like the Series 7 or 66. Their role involves client interaction, data analysis, and ensuring the smooth operation of wealth management services.

What is a Wealth Management Associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

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

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

Can financial advisors make $500,000 a year?

Wealth management associates and financial advisors can earn $500,000 or more annually, especially with high client assets, commissions, and bonuses. Achieving this level typically requires extensive experience, strong client relationships, and often certifications like the CFP or CFA. Income varies widely based on location, firm size, and individual performance.

Is $200,000 enough to work with a financial advisor?

For a Wealth Management Associate, $200,000 can be a significant amount to invest or manage, but whether it is sufficient depends on individual financial goals and the complexity of the portfolio. Financial advisors typically work with clients across a wide range of assets, and many recommend starting with at least $50,000 to $100,000 for personalized services, though some may work with lower or higher amounts. The role involves understanding client needs and developing tailored strategies, regardless of the initial investment size.
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Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Raleigh, NC as of June 2026, with employment types broken down into 65% Full Time, 29% Part Time, 2% Temporary, and 4% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $40,171 per year, or $19.3 per hour.
Wealth Client Specialist-Personal Trust IRA

Wealth Client Specialist-Personal Trust IRA

First Citizens Bank

Raleigh, NC • On-site

$15 - $20/hr

Full-time

Retirement

Posted 26 days ago

Key responsibilities

  • Manage IRA distribution requests by reviewing details for accuracy and coordinating corrections with the fiduciary team.

  • Partner with Trust Operations to ensure all IRA distribution requests are completed in a timely manner.

  • Assist with the production of rollover recommendations by reviewing documentation and conducting data analysis.

First Citizens Bank rating

7.5

Company rating: 7.5 out of 10

Based on 104 frontline employees who took The Breakroom Quiz

89th of 144 rated banks

Job description

Overview

At First Citizens Bank, we help clients pursue their ambitions at every stage of life. From life’s biggest financial decisions to everyday needs big and small, our First Citizens Wealth team delivers banking, investment, insurance, and many more solutions that support the moments that matter most.

Wealth Client Specialist will collaborate with the Personal Trust IRA team as a key partner to support and enhance existing IRA processes. Working together to provide quality assurance and quality control functions consistent with first line of defense established policies and procedures to ensure data integrity and regulatory compliance.


Responsibilities

  • IRA distribution processing

    This role will manage distribution requests as received from fiduciary team. This involves reviewing details of the request to ensure accuracy and correctness, along with coordinating corrections with the fiduciary team as needed.  Will partner with Trust Operations to ensure all requests are completed timely.

    IRA Recommendation Production

    Will assist with production of rollover recommendations as required by the IRA Prohibited Transaction Exemption PTE 2020-02.  This will include the review of documentation provided by the fiduciary team, and conducting data analysis to generate the recommendation.

    Other Duties

    The Specialist will assist with other duties to support the Personal Trust IRA Team which include the review of IRA transactions, validation of IRA data and participation in various projects.


Qualifications

Bachelor degree and related banking or financial services experience OR High school diploma or GED with minimum of 4 years of trust or financial services experience.

Preferred Skills

  • Prior experience in IRA Administration or Processing
  • Prior experience in Wealth Management/Trust or financial services
  • Highly organized, detail oriented and efficient at task completion

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualifications:

Bachelor degree and related banking or financial services experience OR High school diploma or GED with minimum of 4 years of trust or financial services experience.

Preferred Skills

  • Prior experience in IRA Administration or Processing
  • Prior experience in Wealth Management/Trust or financial services
  • Highly organized, detail oriented and efficient at task completion

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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