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Wealth Management Jobs in Raleigh, NC (NOW HIRING)

Curi Capital

Wealth Management Associate

Raleigh, NC · Hybrid

$15.25 - $20.50/hr

The Role We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate . In this role, you will ...

Curi Capital

Wealth Management Associate

Raleigh, NC · On-site

$60K - $70K/yr

Provide support to Wealth Advisors by gathering the necessary data to manage client relationships. Update and inform Wealth Advisors about client activity as appropriate * Analyze and evaluate the ...

Argent Financial Group

Wealth Advisor

Raleigh, NC · On-site

Wealth Advisor General 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 ...

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

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 ...

First Citizens

Wealth Consultant

Raleigh, NC · On-site

$110 - $190/hr

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 ...

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

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 ...

First Citizens Bank

Wealth Consultant

Raleigh, NC

Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue ...

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Wealth Management information

See Raleigh, NC salary details

$72.9K

$95K

$113.7K

How much do wealth management jobs pay per year?

As of Aug 22, 2026, the average yearly pay for wealth management in Raleigh, NC is $94,993.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,100.00 and $106,000.00 per year, depending on experience, location, and employer.

What is wealth management?

Wealth management is a discipline within the financial industry that focuses on advising clients about how to manage and increase their wealth. Wealth management services may include estate planning, advising on banking services and investments, assessing a client’s legal obligations and taxes, and planning for retirement and family obligations, such as setting up trusts and college funds. Wealth management clients include individuals, small businesses, and large corporations.

What is wealth management?

Wealth management is a professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for individuals, typically with high net worth. The goal is to help clients grow, protect, and manage their wealth over time. Wealth managers create customized strategies tailored to each client's specific financial goals and circumstances. These services often involve a long-term relationship, with regular reviews and adjustments as a client's needs change.

What are the key skills and qualifications needed to thrive in wealth management, and why are they important?

To thrive in Wealth Management, you need a solid understanding of financial markets, investment strategies, and portfolio management, typically supported by a degree in finance, economics, or a related field, and often a CFA or CFP certification. Expertise in financial planning software, risk assessment tools, and CRM systems is essential for managing client portfolios and relationships. Strong interpersonal skills, trustworthiness, and effective communication set top wealth managers apart in building long-term client trust. These skills and qualifications are crucial for delivering tailored financial advice, growing client assets, and maintaining compliance in a competitive industry.

What are some common challenges faced by professionals in wealth management and how can they be addressed?

Professionals in Wealth Management often encounter challenges such as managing diverse client expectations, staying updated with complex financial regulations, and adapting to shifting market conditions. Building strong client relationships and clear communication can help in understanding client goals and addressing concerns proactively. Continuous learning, leveraging technology, and collaborating with specialists like tax advisors and portfolio managers are essential strategies to navigate these challenges and provide comprehensive financial solutions.

What is the difference between Wealth Management vs Financial Advisor?

AspectWealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 often required
Work EnvironmentHigh-net-worth client focus, comprehensive servicesGeneral client financial planning, investment advice
Employer & IndustryPrivate banks, wealth management firmsIndependent, banks, financial planning firms

Wealth management typically involves providing comprehensive financial services to high-net-worth clients, including estate planning and tax strategies, often requiring advanced certifications. Financial advisors generally offer investment advice and financial planning to a broader client base. While overlapping in client interaction and certifications, wealth management emphasizes a holistic approach for affluent clients, whereas financial advisors serve a wider audience with more focused services.

Is wealth management a high paying career?

Wealth management is generally considered a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in senior positions can earn six-figure incomes or higher.

What does a wealth management do?

A wealth management professional provides financial planning and investment advice to high-net-worth clients, helping them grow and protect their assets. They analyze clients' financial situations, develop tailored strategies, and often use tools like financial software; certifications such as CFP or CFA are common in this field.
More about Wealth Management jobs

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 jobs in Raleigh, NC?

For Wealth Management jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Wealth Management jobs in Raleigh, NC look for?

The top searched job categories for Wealth Management jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Wealth Management jobs?

Cities near Raleigh, NC with the most Wealth Management job openings:

Wealth Management jobs near you
Infographic showing various Wealth Management job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $94,993 per year, or $45.7 per hour.

Wealth Management Associate

Curi Capital

Raleigh, NC • Hybrid

$15.25 - $20.50/hr

Full-time

Re-posted 8 days ago

Job description

Location

Raleigh, North Carolina

This is a hybrid role located at 700 Spring Forest Road, Suite 400. Team members are expected to come into the office three days a week. 

The Role

We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate. In this role, you will be responsible for performing administrative and financial planning functions associated with servicing high net worth clients while working in a team environment. You will also assist the Wealth Advisors in establishing relationships with clients and be responsible for maintaining client contact, servicing client needs and troubleshooting problems, while training to become a Wealth Advisor. 

You will have a significant impact on the client's impression and trust in the firm. Accuracy and timeliness of work and communications is critical. 

In this role, you will understand how processes and products work together in a client's portfolio. Once a minimum of one year's experience has been achieved, you will assist the Wealth Advisors with personal delivery of financial planning activities.

Key Result Areas

  • Establish and maintain effective relationships and provide client service that builds satisfaction and confidence
  • Provide support to Wealth Advisors by gathering the necessary data to manage client relationships. Update and inform Wealth Advisors about client activity as appropriate
  • Analyze and evaluate the financial status of clients and prospects
  • Participate in 1-4 client or prospect meetings or calls each week
  • Understand how processes and products work together and apply that knowledge to satisfy client questions and concerns
  • Demonstrate critical thinking and good judgment in all situations
  • Research and communicate the resolution of complex problems and implement solutions
  • Ensure completion of internal projects
  • Develop and present financial planning recommendations, including but not limited to, retirement and education projections
  • Provide effective, timely and proactive communication with clients, colleagues and third parties 

Key Skills

  • Successful candidates will demonstrate an aptitude to learn and grow in responsibilities and accountabilities over time
  • Demonstrated ability to build mutually beneficial relationships required
  • Demonstrated ability to multi-task and prioritize work required
  • Must be detail oriented and have demonstrated ability to solve problems and meet deadlines
  • Must be able to follow defined processes where they exist while also making adjustments and using good judgment when business circumstances dictate
  • Ability to work in a collaborative team environment required
  • Excellent written and oral communication skills required

Key Qualifications

  • One to three years of experience in Wealth Management preferred
  • Undergraduate degree or equivalent work experience required
  • Education or experience in business, economics, or finance and/or experience working with the public preferred
  • Exposure to wealth management or financial services and experience servicing customers preferred 
  • Experience in clubs, activities, sports, volunteer service, etc. helpful, especially leadership experience

Key licenses

  • Series 65 recommended or willingness to obtain upon hiring
  • CFP recommended or willingness to obtain within one year

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