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

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K - $92K/yr

Senior Client Service Associate Raleigh-Durham-Chapel Hill, NC Funny but True: A great Client ... wealth management environment. Whether your long-term goal is becoming a CFP ® , CFA ® , Wealth ...

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How much do wealth management associate jobs pay per hour?

As of Jul 24, 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.

How many financial advisors make $500,000 a year?

In the wealth management field, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and strong sales skills. Achieving this level often requires advanced certifications like the CFP or CFA, a robust client base, and a focus on high-value financial planning. Exact numbers vary by region and firm size but represent a minority of advisors in the industry.

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 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 Series 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.

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

For a Wealth Management Associate, having $200,000 in assets can be sufficient to work with a financial advisor, as many advisors set minimum investment thresholds around this amount. However, the specific requirements vary by firm and service level, and some advisors may require higher or lower minimums depending on their client base and offerings. It is advisable to consult with individual advisors to understand their minimum investment criteria and fee structures.

What is an associate in wealth management?

A wealth management associate is a professional who supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They typically have a background in finance or related fields and may hold certifications such as the Series 7 or Series 66. The role involves client interaction, financial analysis, and using tools like CRM systems to help manage client portfolios.
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:
What are popular job titles related to Wealth Management Associate jobs in Raleigh, NC? For Wealth Management Associate jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Wealth Management Associate jobs in Raleigh, NC look for? The top searched job categories for Wealth Management Associate jobs in Raleigh, NC are:
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
Infographic showing various Wealth Management Associate job openings in Raleigh, NC as of July 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $40,171 per year, or $19.3 per hour.

Client Service Associate

Ivy Way Placements

Raleigh, NC • On-site

$80K - $92K/yr

Full-time

PTO

Posted 3 days ago

Job description


Senior Client Service Associate
Raleigh-Durham-Chapel Hill, NC
Funny but True:
A great Client Service Associate can solve three client problems, calm an advisor down, schedule a meeting, and save the day-all before their second cup of coffee.
Looking for More Than Just Another Job?
If your goal is to build a meaningful career-not just collect a paycheck-keep reading.
We're searching for an ambitious, meticulous professional who wants to grow their career within a thriving wealth management environment. Whether your long-term goal is becoming a CFP®, CFA®, Wealth Advisor, Financial Planner, Operations Leader, or a C-level executive within a well-established organization, this opportunity was designed with growth in mind.
This isn't the type of role where you're answering phones for years waiting for your opportunity. You'll work directly alongside the CEO, successful financial professionals, and high-net-worth clients. You'll gain exposure to client relationships, business operations, financial planning, and leadership while learning the business from the inside out.
We're looking for someone who naturally double-checks their work, enjoys helping people, thrives in a fast-paced environment, and takes pride in being the person everyone can count on.
Why This Opportunity Stands Out
You'll become a trusted resource for clients, advisors, and colleagues while gaining firsthand exposure to wealth management, financial planning, operations, and business leadership.
Even better? The firm actively supports employees who are committed to professional growth. If becoming a CFP®, CFA®, CIO, COO, or senior leader is part of your career vision, you'll have the opportunity to learn from experienced professionals who genuinely want to help you succeed.
What's In It For You?
Career Growth That Actually Means Something
  • Clear advancement opportunities
  • Direct exposure to financial planning, operations, leadership, and client management
  • Mentorship from experienced professionals
  • Support for obtaining industry licenses and professional designations
  • Long-term career path toward CFP®, CFA®, Wealth Advisor, Operations Leadership, or C-level positions
Compensation & Benefits
  • Starting salary of $80,000
  • Performance reviews every 60 days
  • Significant compensation growth based on performance
  • Bonus opportunities
  • Comprehensive benefits package
  • Paid time off and holidays
  • Professional development support
  • Licensing and certification assistance
  • Long-term advancement opportunities
What You'll Be Doing
You'll help deliver an exceptional client experience while supporting Financial Advisors and working directly under the CEO and Founder.
Client Support
  • Build and strengthen client relationships through exceptional service
  • Assist advisors with client communication and account servicing
  • Process money movement requests and account transactions
  • Support client onboarding and account maintenance
  • Assist clients with digital tools and technology platforms
  • Prepare account documentation and service paperwork
  • Respond to client inquiries regarding account information
  • Help advisors execute their client service model and business objectives
  • Maintain accurate client records and documentation
Administrative Support
  • Coordinate meetings and manage advisor calendars
  • Prepare materials for client meetings
  • Answer incoming calls and assist with service requests
  • Schedule follow-up appointments and client reviews
  • Manage documentation, scanning, filing, and general office support
  • Help keep daily operations running smoothly
What We're Looking For
  • 2+ years of financial services experience preferred
  • Extremely detail-oriented and highly organized
  • Series 7 and Series 66 licenses preferred, or willingness to obtain upon hire
  • Experience working with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients
  • Exceptional client service and communication skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Strong work ethic and a proactive mindset
  • Ability to work independently and collaboratively
The Big Picture
We're looking for someone who wants to grow, contribute, learn, and build a career they can be proud of. This role offers an opportunity to work closely with leadership, gain meaningful industry experience, and accelerate your path toward becoming a CFP®, CFA®, Wealth Advisor, Operations Leader, CIO, COO, or other executive-level professional.
Ready to Join an Outstanding Team and Invest in Your Future?
Send your resume to:
t.washington@ivywayplacements.com
Let's start a conversation about where your career could go next.
We are an Equal Opportunity Employer and are committed to creating an inclusive environment for all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity, or any other protected characteristic protected by applicable federal, state, or local laws.

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