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

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Wealth Management Trainee information

See Raleigh, NC salary details

$13

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$35

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 cities near Raleigh, NC are hiring for Wealth Management Trainee jobs? Cities near Raleigh, NC with the most Wealth Management Trainee job openings:
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.
Pediatric Urgent Care Advanced Practice Provider

Pediatric Urgent Care Advanced Practice Provider

PM Pediatric Care

Morrisville, NC

$100K - $180K/yr

Other

Posted 23 days ago


PM Pediatric Care rating

7.0

Company rating: 7.0 out of 10

Based on 19 frontline employees who took The Breakroom Quiz


Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
Summary
There's nothing more fulfilling than working with likeminded people who truly BELIEVE in what they're doing!
We're committed to bringing world class evidence based pediatric medicine and an exceptional patient experience to the practice of urgent care medicine.
PM Pediatric Care is the largest pediatric urgent care network in the country. The company was founded and is still led by pediatric emergency physicians with a mission to provide a top quality, convenient and accessible alternative to the emergency department for children and young adults. We are academically driven with >50 practice guidelines, CME-accredited lectures/workshops, a national annual conference, and a wealth of available data for research and clinical analytics. We offer a supportive work environment with comprehensive individualized learning programs for pediatric advanced practice providers, including procedural training, radiology interpretation, and evidence-based approach to illness/injury. PM Pediatric Care is set up like an ED but in a private practice setting with x-ray and lab services on site, great support staff, specialty consultations when necessary (i.e., plastic surgery, orthopedics), and high acuity with a diverse case mix. PM Pediatric Care also enjoys a solid relationship with the local communities, maintaining an outstanding reputation with both patients and their primary care providers. The work schedule is flexible with no overnights! A variety of roles are available where you can choose to work anywhere from 12-36 hours per week (PT/FT).
Description
PM Pediatric Care is hiring Advanced Practice Providers with pediatric experience to join our team. Under the guidance of the Regional Medical officer, APPs are responsible for evaluating and providing evidence-based treatment to pediatric patients in an urgent care setting.
Job Responsibilities:

  • Assess and treat acute injury and illness for both in-person and telemedicine patients; including but not limited to the management of the febrile infant/child, ear/nose/throat infections, pediatric abdominal pain, anaphylaxis, procedural anxiolysis, respiratory distress, croup, and asthma.
  • Perform procedural care including but not limited to abscess drainage, foreign body removal, and laceration repair with sutures, staples, and dermal adhesive.
  • Take radiographs and provide preliminary interpretation of x-rays with official radiology over-reads (only in applicable states). All necessary training will be provided.
  • Oversee in-person and telemedicine patient flow and daily functions of the office along with oversight of other providers, staff, and trainees on shift.
  • Maintain operations by following policies and procedures; reporting needed changes to the management team.
  • Work in conjunction with the onsite and telemedicine teams to assure completion of daily tasks including but not limited to lab and radiology result review, patient follow-up, and timely responses to patient calls and questions. Maintains safe, secure, equitable, and healthy work environment by following and enforcing safety procedures, quality standards, and complying with legal regulations.
  • Maintain patient confidence and protect operations by keeping patient care information confidential in compliance with HIPAA regulations.
  • Update knowledge and skills through our internal training program, continuing education opportunities, professional publications and participation in professional organizations.
  • Assist the clinical team and patients with complaints and take an active role in service recovery when needed
  • Focus on efficiency metrics to improve in-person and telemedicine urgent care flow, antibiotic stewardship, and patient experience.
Qualifications
PM Pediatric Care seeks dynamic people who are motivated, energetic, and passionate about pediatric healthcare and believe in our mission. At PM Pediatric Care, we provide the highest quality of care in a warm child-friendly environment. Our employees are expected to deliver impeccable customer service and treat all patients as if they are family.
  • Ability to critically think, multitask, and work as part of a multidisciplinary team
  • Excellent computer skills and experience with EMR (eCW experience preferred)
  • Pediatric experience is required; Pediatric ER, Pediatric Hospitalist, or Pediatrics Urgent Care Experience preferred
  • Active ANCC Board Certification or NCCPA Certification
  • Active RN (if applicable) and NP/PA state license for each state where treating patients
  • Master of Science in Nursing or Doctoral degree in Nursing or Master of Physician Assistant Studies required
  • Ability to effectively communicate both verbally and nonverbally

Compensation:
$100,000 - $180,000
The salary/rate range listed here has been provided to comply with local regulations and represents a potential base salary/rate for this role. Please note that actual salaries/rates may vary within this range above or below, depending on experience and location. We look at compensation for each individual and based on experience and qualifications.
EEO Statement
PM Pediatric Care is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, disability status, protected veteran status or any other characteristic protected by law.

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