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Wealth Management Representative Jobs in Raleigh, NC

Argent Financial Group

Wealth Advisor

Raleigh, NC · On-site

The requirements listed below are representative of the knowledge, skills, and/or ability required. * Bachelor's degree. * Minimum 10 years of experience in wealth management, financial services ...

Hilltop Wealth Advisors, LLC

Sales Advisor

Chapel Hill, NC · On-site

$150K - $200K/yr

... Represent Hilltop professionally in community and growth-oriented settings • Partner with Lead ... wealth management • Bachelor's degree required • CFP ® certification required • Series 65 ...

Envestnet

Pricing Governance Manager

Raleigh, NC · On-site +1

$108K - $135K/yr

SaaS, fintech, wealth management, or enterprise technology experience. * CPQ implementation experience. * Built pricing dashboards/metrics (discount waterfall, renewal uplift) and turned insights ...

Envestnet

Pricing Governance Manager

Raleigh, NC · On-site +1

$108K - $135K/yr

SaaS, fintech, wealth management, or enterprise technology experience. * CPQ implementation experience. * Built pricing dashboards/metrics (discount waterfall, renewal uplift) and turned insights ...

Envestnet

Pricing Governance Manager

Raleigh, NC · On-site +1

SaaS, fintech, wealth management, or enterprise technology experience. * CPQ implementation experience. * Built pricing dashboards/metrics (discount waterfall, renewal uplift) and turned insights ...

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

Wealth Management Representative information

See Raleigh, NC salary details

$23.8K

$43K

$74.8K

How much do wealth management representative jobs pay per year?

As of Jun 11, 2026, the average yearly pay for wealth management representative in Raleigh, NC is $42,984.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,500.00 and $41,800.00 per year, depending on experience, location, and employer.

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

To thrive as a Wealth Management Representative, you need a solid understanding of financial markets, investment products, and regulatory compliance, often supported by a bachelor’s degree in finance and relevant licenses such as Series 7 and 66. Familiarity with portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, active listening, and effective communication help build lasting client relationships and trust. These skills and qualifications are essential for delivering tailored financial advice, maintaining regulatory standards, and growing a loyal client base.

What are some common challenges faced by Wealth Management Representatives when working with clients?

Wealth Management Representatives often encounter challenges such as managing diverse client expectations, staying up-to-date with changing financial regulations, and addressing complex financial needs. Building trust with clients can take time, especially when advising on sensitive topics like retirement planning or investment risks. Additionally, representatives must balance client acquisition with providing ongoing, high-quality service to existing clients, requiring strong organizational and communication skills.

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

AspectWealth Management RepresentativeFinancial Advisor
CertificationsSeries 7, Series 66, CFP (optional)CFP, Series 7, Series 66 (often required)
Work EnvironmentBank branches, financial firms, client meetingsIndependent, firm-based, or online platforms
Employer & IndustryBanks, financial institutions, wealth management firmsIndependent firms, brokerages, financial planning companies
Primary FocusSales, client service, investment productsComprehensive financial planning, investment advice

While both roles involve client financial services, Wealth Management Representatives primarily focus on sales and client service within financial institutions, often with a sales-driven approach. Financial Advisors typically provide broader financial planning and investment advice, often working independently or in specialized firms. The certifications and work environments overlap but differ in scope and responsibilities.

What does a Wealth Management Representative do?

A Wealth Management Representative assists clients in managing their financial assets by providing personalized investment advice, financial planning, and portfolio management services. They work closely with clients to understand their financial goals and risk tolerance, and then recommend tailored strategies to help achieve those objectives. Additionally, they may educate clients about various investment products, monitor account performance, and ensure that clients are informed about relevant market trends. Their role often involves building long-term relationships with clients and providing ongoing support to help them meet their financial goals.
What are popular job titles related to Wealth Management Representative jobs in Raleigh, NC? For Wealth Management Representative jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Wealth Management Representative jobs in Raleigh, NC look for? The top searched job categories for Wealth Management Representative jobs in Raleigh, NC are:
Wealth Management Representative jobs near you
Wealth Advisor

Wealth Advisor

Argent Financial Group

Raleigh, NC • On-site

Full-time

Posted 6 days ago

Job description

Wealth Advisor

General Job Description

A Wealth Advisor plays a pivotal role in managing and growing relationships with high-net-worth clients. As a Wealth Advisor, you will leverage your expertise to deliver personalized wealth management strategies, conduct detailed financial assessments, and provide comprehensive advice on investment management, retirement planning, estate planning, and tax optimization. Success in this role requires a deep understanding of financial markets, and a proactive approach to client service.

Essential Duties

  • Cultivate trust-based and investment relationships with high-net-worth clients, providing targeted advice and developing customized wealth management strategies.
  • Identify and close new business development opportunities to expand the firm’s client base, achieving annual growth objectives through new business production.
  • Develop and maintain relationships with centers of influence such as CPAs and attorneys to ensure a network of professional advisor resources for clients and for new business referrals to Argent.
  • Conduct thorough financial assessments to understand clients' goals, risk profiles, and financial positions. Deliver complex financial presentations to clients, facilitate financial planning discussions, and deliver goals-based planning output.
  • Provide expert advice on investment management, asset allocation, retirement planning, estate planning, and tax optimization.
  • Develop Investment Policy Statements (IPS) and conduct annual reviews and updates, ensuring compliance with regulations. Implement investment strategy recommendations.
  • Implement investment strategies aligned with clients' goals using various investment vehicles, regularly reviewing and adjusting portfolios.
  • Stay informed about industry trends and regulatory changes to provide informed advice. Maintain current knowledge of financial markets, Argent investment process, and wealth management offering.
  • Coordinate with relationship team members including portfolio managers, tax advisors, and estate counsel to deliver comprehensive wealth management solutions.
  • Exceed performance expectations and standards for success, ensuring adherence to risk, control policies, and regulatory guidelines.
  • Manage ongoing account reviews, asset allocation models, and CRM system use to maintain accurate records.


Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required.

  • Bachelor's degree.
  • Minimum 10 years of experience in wealth management, financial services, investments, tax or trust and estate legal field, serving high-net-worth clients.
  • Strong knowledge of financial markets, investment products, tax strategies, estate planning, and retirement planning.
  • Analytical expertise, notable attention to detail, and self-initiated follow-through.
  • Clear and effective communication skills.
  • Proficiency in financial planning software and Microsoft Office Suite.
  • An understanding of matters related to income, gift, and estate taxes, investments, employee benefits, and personal and philanthropic wealth transfer strategies
  • Great interpersonal and process management skills; and
  • Achieving or a candidate for at least one of the following advanced degrees or designations: CPA, JD, CFP®.