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

Dollar Tree

Store Manager Trainee - Bench

Durham, NC · On-site

... Retail management experience is preferred • Ability to regularly lift, up to 40 lbs ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Store Manager Trainee - Bench

Durham, NC · On-site

... required Retail management experience is preferred Ability to regularly lift, up to 40 lbs ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Colliers

Valuation Services Director

Raleigh, NC

Manage team members across geographies to deliver exceptional client service and results ... Supervision of trainee appraisers * Execute valuation and appraisal assignments (financial ...

Colliers

Valuation Services Director

Raleigh, NC

Manage team members across geographies to deliver exceptional client service and results ... Supervision of trainee appraisers * Execute valuation and appraisal assignments (financial ...

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

Wealth Management Trainee information

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How much do wealth management trainee jobs pay per hour?

As of Jun 15, 2026, the average hourly pay for wealth management trainee in Raleigh, NC is $20.56, according to ZipRecruiter salary data. Most workers in this role earn between $14.95 and $23.61 per hour, depending on experience, location, and employer.

How to become a wealth manager with no experience?

To become a wealth management trainee with no experience, focus on gaining relevant knowledge through finance or business courses, and develop strong interpersonal and analytical skills. Entry-level roles often require a bachelor's degree and may involve obtaining certifications like the Series 7 or Series 66, which can improve job prospects. Internships or assistant positions can provide practical experience and industry exposure.

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

To thrive as a Wealth Management Trainee, you need a strong background in finance, economics, or business, often supported by a relevant degree or progress toward certifications like the Series 7 or CFP. Familiarity with financial planning software, CRM systems, and investment analysis tools is typical in this role. Excellent interpersonal skills, active listening, and a client-focused mindset help trainees build trust and deliver tailored financial advice. Mastering these skills is crucial for effectively supporting clients’ financial goals and for progressing within the competitive wealth management industry.

What does a wealth management trainee do?

A wealth management trainee assists financial advisors by conducting research, preparing client reports, and supporting the development of investment strategies. They gain experience in financial planning, client service, and may use tools like CRM software while learning industry regulations and best practices.

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

AspectWealth Management TraineeFinancial Advisor
Required CredentialsTypically pursuing or holding relevant certifications (e.g., CFP, Series 7)Often holds certifications like CFP, Series 7, or Series 66
Work EnvironmentTraining programs within banks, investment firms, or financial institutionsClient-facing roles in banks, independent firms, or financial planning companies
Employer & Industry UsageUsed by firms to develop future advisors; entry-level trainingActive role providing financial advice and planning services to clients

While both roles involve financial knowledge and certifications, a Wealth Management Trainee is primarily in a training phase within a firm, preparing for a future advisory role. A Financial Advisor actively manages client portfolios and provides personalized financial planning. The trainee position is more focused on learning and development, whereas the advisor role involves direct client interaction and decision-making.

What are some common challenges faced by Wealth Management Trainees during their first year, and how can they overcome them?

Wealth Management Trainees often encounter challenges such as building a client base, understanding complex financial products, and adapting to a fast-paced, performance-driven environment. Success requires proactive networking, continuous learning, and seeking mentorship from experienced advisors. Trainees can overcome these hurdles by leveraging training resources provided by their firm, actively participating in team meetings, and staying up-to-date with market trends to provide informed guidance to clients.

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

As a Wealth Management Trainee, working with a financial advisor typically involves managing or investing client assets, but the amount of $200,000 is generally considered a moderate investment size. Whether it is sufficient depends on the client's financial goals, the advisor's fee structure, and the services provided; many advisors work with clients who have varying asset levels. Building skills in financial planning and understanding fee models can help determine if this amount aligns with specific advisory services.

What are Wealth Management Trainees?

Wealth Management Trainees are entry-level professionals who are learning the fundamentals of financial planning and investment management under the guidance of experienced advisors. They assist with research, client account management, and administrative tasks while studying to become licensed financial advisors. The role is designed to provide hands-on experience in developing financial strategies, understanding market trends, and building client relationships, eventually preparing trainees for a full advisory position. This career path is ideal for individuals interested in finance, client service, and long-term career growth within the wealth management industry.

What is an entry-level job in wealth management?

An entry-level job in wealth management typically includes roles such as Wealth Management Trainee or Financial Advisor Associate, focusing on supporting senior advisors, learning client management, and gaining industry knowledge. These positions often require strong communication skills, basic financial knowledge, and may involve certifications like the Series 7 or Series 66 exam.
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 Trainee jobs in Raleigh, NC? For Wealth Management Trainee jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Wealth Management Trainee jobs in Raleigh, NC look for? The top searched job categories for Wealth Management Trainee jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Wealth Management Trainee jobs? Cities near Raleigh, NC with the most Wealth Management Trainee job openings:
Wealth Management Trainee jobs near you
Infographic showing various Wealth Management Trainee job openings in Raleigh, NC as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $42,762 per year, or $20.6 per hour.

Advisor Development Program - Carolina East Financial Solutions Advisor Trainee: Financial Center...

Bank of America

Durham, NC • On-site

Full-time

Posted 19 days ago

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Required skills:
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
• Communicates clearly and confidently with clients from all walks of life.
• Works well with others and collaborates productively to get things done.
• Can manage complexity, prioritize tasks and execute in a fast-paced environment.
• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients.
Desired skills:
• Strong computer skills with an ability to multitask in a demanding environment.
• A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.
Shift:
1st shift (United States of America)
Hours Per Week:
40

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