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

Velox Valuations Piedmont

Staff Appraiser

Pittsboro, NC · On-site

$57K - $120K/yr

Wealth Planning & Retirement Options * Client Solicitation - Continue To Work With Your Current ... Supervisor-Trainee Opportunity with additional compensation available * UAD 3.6 Ready & Training ...

Velox Valuations Piedmont

Staff Appraiser

Chapel Hill, NC · On-site

$57K - $120K/yr

Wealth Planning & Retirement Options * Client Solicitation - Continue To Work With Your Current ... Supervisor-Trainee Opportunity with additional compensation available * UAD 3.6 Ready & Training ...

Colliers

Valuation Services Director

Raleigh, NC · On-site

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 · On-site

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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Wealth Management Trainee information

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How much do wealth management trainee jobs pay per hour?

As of Sep 14, 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.

What is a wealth management trainee?

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 are the key skills and qualifications needed to thrive as a wealth management trainee?

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 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.

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.

How much does a wealth management trainee make?

A wealth management trainee typically earns between $40,000 and $60,000 annually, depending on the location, firm, and level of experience. Entry-level trainees may start at lower salaries, with potential for bonuses and commissions as they gain skills and certifications such as the Series 7 or 66 exams.

How to get into a wealth management trainee role with no experience?

To enter a wealth management trainee role with no experience, candidates should focus on obtaining relevant certifications such as the Series 7 or Series 66, develop strong interpersonal and analytical skills, and pursue internships or entry-level positions in finance or customer service to build industry knowledge and demonstrate motivation.

What do you do as a wealth management trainee?

A wealth management trainee assists financial advisors by conducting research, preparing client reports, and supporting investment strategies. The role often involves learning about financial planning, client relationship management, and using tools like CRM software, with opportunities to earn relevant certifications during training.

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 September 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 78% Physical, 2% Hybrid, and 20% Remote job distribution, with an average salary of $42,762 per year, or $20.6 per hour.

Staff Appraiser

Pittsboro, NC • On-site

Velox Valuations Piedmont
See more jobs at Velox Valuations Piedmontexternal

$57K - $120K/yr

Full-time

Retirement, PTO

Re-posted 7 days ago

Key responsibilities

  • Provide residential appraisal services using Velox Valuations' technology and techniques.

  • Complete physical property inspections and deliver appraisal reports.

  • Manage own schedule, select assignments, and set production goals.

Job description

Description:

Servicing Chatham & Surrounding Counties


Velox Valuations Piedmont, an independent franchisee of the Velox Valuations brand, is actively hiring experienced Certified Residential Appraisers to join its dedicated team. At Velox Valuations Piedmont you'll provide top-notch residential appraisal services using Velox Valuations’ advanced technology and techniques while enjoying the same freedoms and flexibility you have today. As a part of the Velox Valuations team, you'll set your own schedules, choose assignments, and set your production goals. You'll also benefit from one-on-one support and best practice knowledge sharing within the Velox Valuations franchise system. 


Why Velox Valuations?

  •   Competitive Customized Compensation Plans
  •   Bi-Weekly Pay & Monthly Incentive Plan
  •   Wealth Planning & Retirement Options
  •   Client Solicitation – Continue To Work With Your Current Clients
  •   Generous Paid Time Off
  •   Automobile and Phone Allowance
  •   Expense Reimbursement – MLS, CE, License Fees & more
  •   Supervisor-Trainee Opportunity with additional compensation available
  •   UAD 3.6 Ready & Training Available


Our goal is to achieve a positive work-life balance for each team member while maximizing their earning potential by hyper-focusing them on what they do best, appraising.


Requirements:
  • Active Certified Residential Appraiser
  • Embrace and complete modern collaborative valuations
  • Motivated Self-starter with high energy
  • Efficient time management & results driven
  • Strong communication skills with attention to detail
  • Geographic competency in real estate trends
  • Proficiency in Microsoft Office suite of products
  • Work schedule flexibility to accommodate client/borrower needs
  • Ability to complete physical property inspections
  • No current or pending state disciplinary actions
  • Successfully meet/exceed monthly minimum production

Equal Opportunity Employer

Velox Valuations Piedmont provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.


Independently Owned and Operated Franchised Business

Velox Valuations Piedmont is a franchise location independently owned and operated by a franchisee pursuant to a license from Franchise Velox Valuations LLC, the franchisor. The franchisee, not the franchisor, is solely responsible for setting and enforcing all terms and conditions of employment, including without limitation, all hiring and firing decisions, training, scheduling, supervising, compensation, and benefits.


Join us at Velox Valuations Piedmont and be part of one of the largest franchise systems of expert real estate appraisers in the country.

Learn more at https://veloxval.com/service-areas/north-carolina/piedmont/ 

”We Value America”




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