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.
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.
Wealth Advisor
Chapel Hill, NC · On-site
Work closely with clients, providing strategic guidance across investment management, trust ... Self-directed approach with the ability to proactively guide clients through complex planning ...
Wealth Advisor
Chapel Hill, NC · On-site
Work closely with clients, providing strategic guidance across investment management, trust ... Self-directed approach with the ability to proactively guide clients through complex planning ...
Wealth Advisor
Chapel Hill, NC · On-site
Work closely with clients, providing strategic guidance across investment management, trust ... Self-directed approach with the ability to proactively guide clients through complex planning ...
Wealth Advisor
Chapel Hill, NC · On-site
Work closely with clients, providing strategic guidance across investment management, trust ... Self-directed approach with the ability to proactively guide clients through complex planning ...
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
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
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.
New
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.
New
Wealth Advisor (Raleigh, NC)
Raleigh, NC · On-site
The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the ... Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert ...
Wealth Advisor (Raleigh, NC)
Raleigh, NC · On-site
The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the ... Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert ...
Asset & Wealth Management - Renewable Energy Tax Senior Manager
Raleigh, NC · On-site
$124K - $335K/yr
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship ...
Asset & Wealth Management - Renewable Energy Tax Senior Manager
Raleigh, NC · On-site
$124K - $335K/yr
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship ...
The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the ... Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert ...
Quick apply
The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the ... Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert ...
... direct role in delivering a high-quality client experience. You will report to the Wealth Advisor and Operations Lead. Client Relationship Management & Communication * Be the primary contact for ...
New
... direct role in delivering a high-quality client experience. You will report to the Wealth Advisor and Operations Lead. Client Relationship Management & Communication * Be the primary contact for ...
New
As a FINRA Supervisory Specialist Senior within PNC's Wealth Management organization, you will be ... direct industry experience. Certifications are often desired. In lieu of a degree, a comparable ...
As a FINRA Supervisory Specialist Senior within PNC's Wealth Management organization, you will be ... direct industry experience. Certifications are often desired. In lieu of a degree, a comparable ...
The Director of Insurance Solutions serves as the senior subject-matter expert for insurance and ... Experience working in a bank, brokerage, or wealth management environment preferred. Strong client ...
The Director of Insurance Solutions serves as the senior subject-matter expert for insurance and ... Experience working in a bank, brokerage, or wealth management environment preferred. Strong client ...
Producing Branch Manager
Raleigh, NC · On-site
... direct the sales force to the appropriate resources in an efficient manner Effectively applies ... Wealth Management Group, maintains a positive morale, has a track record for growth, has ethical ...
Producing Branch Manager
Raleigh, NC · On-site
... direct the sales force to the appropriate resources in an efficient manner Effectively applies ... Wealth Management Group, maintains a positive morale, has a track record for growth, has ethical ...
... and wealth management operations. * Work on a collaborative client success team that partners closely with Product, Engineering, Onboarding, and Relationship Management. * Have direct impact on ...
Quick apply
... and wealth management operations. * Work on a collaborative client success team that partners closely with Product, Engineering, Onboarding, and Relationship Management. * Have direct impact on ...
... wealth management by helping advisors meet the moment with its comprehensive technology ... Self-directed and highly motivated, with the ability to lead initiatives independently while ...
Quick apply
... wealth management by helping advisors meet the moment with its comprehensive technology ... Self-directed and highly motivated, with the ability to lead initiatives independently while ...
Rebalancing Services Specialist - North Hills, NC
Raleigh, NC · On-site
$10K/mo
... and wealth management operations. * Work on a collaborative client success team that partners closely with Product, Engineering, Onboarding, and Relationship Management. * Have direct impact on ...
Rebalancing Services Specialist - North Hills, NC
Raleigh, NC · On-site
$10K/mo
... and wealth management operations. * Work on a collaborative client success team that partners closely with Product, Engineering, Onboarding, and Relationship Management. * Have direct impact on ...
... wealth management by helping advisors meet the moment with its comprehensive technology ... Self-directed and highly motivated, with the ability to lead initiatives independently while ...
... wealth management by helping advisors meet the moment with its comprehensive technology ... Self-directed and highly motivated, with the ability to lead initiatives independently while ...
... wealth management by helping advisors meet the moment with its comprehensive technology ... Self-directed and highly motivated, with the ability to lead initiatives independently while ...
... wealth management by helping advisors meet the moment with its comprehensive technology ... Self-directed and highly motivated, with the ability to lead initiatives independently while ...
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship ...
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship ...
Producing Branch Manager
Raleigh, NC · On-site
... direct the sales force to the appropriate resources in an efficient manner Effectively applies ... Wealth Management Group, maintains a positive morale, has a track record for growth, has ethical ...
Producing Branch Manager
Raleigh, NC · On-site
... direct the sales force to the appropriate resources in an efficient manner Effectively applies ... Wealth Management Group, maintains a positive morale, has a track record for growth, has ethical ...
AI Center of Excellence Director
$45K - $62K/yr
... and Wealth Management based on use case value, technical feasibility and adoption readiness ... roles directing AI strategy, production or adoption programs. Prior experience building an AI ...
AI Center of Excellence Director
$45K - $62K/yr
... and Wealth Management based on use case value, technical feasibility and adoption readiness ... roles directing AI strategy, production or adoption programs. Prior experience building an AI ...
Wealth Management Director information
See Raleigh, NC salary details
$32.6K - $46.9K
9% of jobs
$46.9K - $61.2K
6% of jobs
$61.2K - $75.5K
6% of jobs
$78K is the 25th percentile. Wages below this are outliers.
$75.5K - $89.8K
17% of jobs
The median wage is $99.2K / yr.
$89.8K - $104.1K
17% of jobs
$104.1K - $118.5K
4% of jobs
$118.5K - $132.8K
4% of jobs
$132.8K - $147.1K
6% of jobs
$152.2K is the 75th percentile. Wages above this are outliers.
$147.1K - $161.4K
13% of jobs
$161.4K - $175.7K
7% of jobs
$175.7K - $190K
9% of jobs
$32.6K
$114.2K
$190K
How much do wealth management director jobs pay per year?
As of Aug 8, 2026, the average yearly pay for wealth management director in Raleigh, NC is $114,200.00, 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 is the difference between Wealth Management Director vs Financial Advisor?
| Aspect | Wealth Management Director | Financial Advisor |
|---|---|---|
| Credentials | CFP, CFA, Series 7/66 | CFP, Series 7/66 often preferred |
| Work Environment | Senior-level, strategic planning, managing teams | Client-facing, personalized financial planning |
| Employer & Industry Usage | Banks, wealth management firms, private banks | Independent, brokerage firms, financial planning firms |
| Search & Comparison Intent | High-level management, strategic roles | Client 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 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 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:
Full-time
This job post has expired today. Applications are no longer accepted.
First Citizens Bank rating
7.4
Based on 106 frontline employees who took The Breakroom Quiz
108th of 170 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
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.
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