ZipRecruiter

Log In

1

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

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

Serving as the primary relationship manager for affluent individuals and families, the position ... through direct prospecting efforts, client referrals, and by partnering with Bank associates.

First Citizens

Wealth Consultant

Raleigh, NC · On-site

$110 - $190/hr

Serving as the primary relationship manager for affluent individuals and families, the position ... through direct prospecting efforts, client referrals, and by partnering with Bank associates.

New

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

Serving as the primary relationship manager for affluent individuals and families, the position ... through direct prospecting efforts, client referrals, and by partnering with Bank associates.

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

Serving as the primary relationship manager for affluent individuals and families, the position ... through direct prospecting efforts, client referrals, and by partnering with Bank associates.

next page

Showing results 1-20

All JobsWealth Management JobsWealth Management Director JobsWealth Management Director Jobs in Raleigh, NC

Wealth Management Director information

See Raleigh, NC salary details

$32.6K

$114.2K

$190K

How much do wealth management director jobs pay per year?

As of Aug 21, 2026, the average yearly pay for wealth management director in Raleigh, NC is $114,194.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,800.00 and $152,600.00 per year, depending on experience, location, and employer.

What are some common challenges a wealth management director faces when leading advisory teams?

Wealth Management Directors often encounter challenges balancing client relationship management with team leadership responsibilities. They must ensure their team consistently delivers personalized, high-quality advice while adapting to evolving regulations and market conditions. Additionally, fostering collaboration among advisors with diverse expertise and maintaining motivation during market downturns are common hurdles. Effective communication, ongoing training, and clear goal-setting are essential strategies for overcoming these challenges and supporting both clients and team members.

What are the key skills and qualifications needed to thrive as a wealth management director, and why are they important?

To thrive as a Wealth Management Director, you need deep expertise in financial planning, investment management, and regulatory compliance, typically supported by a bachelor’s or master’s degree in finance and certifications such as CFP or CFA. Mastery of portfolio management software, CRM systems, and financial analysis tools is crucial for daily operations. Exceptional interpersonal skills, leadership, and strategic thinking set outstanding professionals apart in this role. These skills ensure effective client relationship management, regulatory adherence, and the successful growth of both client portfolios and the firm.

What is the difference between Wealth Management Director vs Financial Advisor?

AspectWealth Management DirectorFinancial Advisor
CredentialsCFP, CFA, Series 7/66CFP, Series 7/66 often preferred
Work EnvironmentSenior-level, strategic planning, managing teamsClient-facing, personalized financial planning
Employer & Industry UsageBanks, wealth management firms, private banksIndependent, brokerage firms, financial planning firms
Search & Comparison IntentHigh-level management, strategic rolesClient service, financial planning

The Wealth Management Director typically holds senior certifications and oversees strategic client portfolios, managing teams and operations. In contrast, Financial Advisors focus on direct client relationships, providing personalized financial advice. While both roles require similar credentials, the Director's role is more strategic and managerial, often within larger institutions, whereas Financial Advisors are more client-centric and operational.

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 Director jobs in Raleigh, NC?

For Wealth Management Director jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Wealth Management Director jobs in Raleigh, NC look for?

The top searched job categories for Wealth Management Director jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Wealth Management Director jobs?

Cities near Raleigh, NC with the most Wealth Management Director job openings:

Wealth Management Director jobs near you
Infographic showing various Wealth Management Director job openings in Raleigh, NC as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $114,194 per year, or $54.9 per hour.

Wealth Consultant

First Citizens Bank

Raleigh, NC • On-site

Full-time

Posted 16 days ago

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

106th of 171 rated banks

Job description

Overview
Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact.
This Wealth Consultant is responsible for identifying, acquiring, expanding, and retaining high net worth clients through comprehensive wealth management and financial planning solutions. Serving as the primary relationship manager for affluent individuals and families, the position delivers holistic advice while coordinating closely with specialists across the Wealth team to provide an integrated client experience. The role develops and executes strategies to uncover revenue-generating opportunities across multiple product and service lines, driving growth and profitability through a consultative, planning-based approach. As a trusted advisor and Brand Ambassador, the incumbent represents and promotes the Wealth business within the Bank and throughout the communities we serve.
#LI-MP1
Responsibilities
  • Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development.
  • Relationship Management - Serves as a primary point of contact and advocate for high net worth prospects and clients. Maintains current knowledge and awareness of client circumstances, conditions, and overall relationship with the Bank to develop appropriate wealth plans. Represents the full services offering to clients, including investments, banking, financial planning, insurance, and trust services. Develops and executes a high-touch, client-centric experience to maintain and expand existing client relationships. Assists in the planning and facilitation of client events.
  • Strategic Advice - Provides prospects and clients with expert wealth management advice. Develops strategic, comprehensive, and long-range plans to achieve the financial needs and goals of high net worth clients. Identifies appropriate products, services, and solutions based on client needs, wants and goals. Engages other associates within the department to provide ongoing advice, products and services as the needs of clients evolve.
  • Collaboration - Fosters effective partnerships with Bank stakeholders to support departmental strategic approach. Engages with specialists from the broader business team to coordinate the delivery of wealth management products and services to clients.

Qualifications
Bachelor's Degree and 8 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice OR High School Diploma or GED and 12 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice
Preferred Area of Experience: Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management, Insurance Planning, Trust & Estate Planning
License or Certification Type: Series 7, 65 or 66 licenses Required, State Life & Health (and LTC Insurance if applicable) license Required, Advanced Advisor/ Planning Designation Preferred
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.

What First Citizens Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply