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Wealth Management Associate Jobs in Raleigh, NC (NOW HIRING)

Fidelity Bank

Client Service Associate

Cary, NC · On-site

$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 ...

EQV Advisory

Client Service Associate

Raleigh, NC

$14 - $19.50/hr

... Associate role aligns with how you like to work. Website www.eqvadvisory.com The Role We are ... Two to three years of experience in financial services, wealth management, or client service ...

Focus Partners Wealth

Tax Associate

Raleigh, NC · On-site

$56K - $75K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

Focus Partners Wealth

Tax Associate

Durham, NC

$56K - $75K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

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How much do wealth management associate jobs pay per hour?

As of Jun 10, 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 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.
What are the most commonly searched types of Wealth Management jobs in Raleigh, NC? The most popular types of Wealth Management jobs in Raleigh, NC are:
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What cities near Raleigh, NC are hiring for Wealth Management Associate jobs? Cities near Raleigh, NC with the most Wealth Management Associate job openings:
Wealth Management Associate jobs near you

Client Service Associate

Fidelity Bank

Cary, NC • On-site

$14.75 - $20.50/hr

Other

Posted 24 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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