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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 ...

Fnbcorp

Wealth Advisor

Raleigh, NC · On-site

Market Executive - Wealth Management Position Overview: This position is primarily responsible for driving new revenue on behalf of FNB Wealth Management, within an assigned region. This individual ...

New York Life

Wealth Advisor

Raleigh, NC

$69K - $130K/yr

From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...

New York Life

Wealth Advisor

Raleigh, NC

$69K - $130K/yr

From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...

New York Life

Wealth Advisor

Raleigh, NC

$69K - $130K/yr

From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...

New York Life

Wealth Advisor

Raleigh, NC

$69K - $130K/yr

From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...

New York Life

Wealth Advisor

Raleigh, NC

$69K - $130K/yr

From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...

New York Life

Wealth Advisor

Raleigh, NC

$69K - $130K/yr

From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...

New York Life

Wealth Advisor

Raleigh, NC

$69K - $130K/yr

From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...

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All JobsWealth Management JobsWealth Management Jobs in Raleigh, NC

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 2, 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 does a wealth management job do?

A wealth management professional provides financial planning, investment advice, and portfolio management services to high-net-worth clients. They analyze clients' financial situations, develop strategies to meet their goals, and often use tools like financial software; certifications such as CFP or CFA are common. The role typically involves client meetings, market research, and ongoing portfolio monitoring.

What jobs fall under wealth management?

Jobs under wealth management include financial advisors, portfolio managers, estate planners, and private bankers. These roles involve providing financial planning, investment management, and estate services to high-net-worth clients, often requiring certifications like the CFP or CFA. Professionals in this field analyze client needs and develop tailored strategies to grow and protect wealth.

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.

Can financial advisors make $500,000 a year?

Financial advisors in wealth management can earn $500,000 or more annually, especially those with extensive client portfolios, high-net-worth clients, or senior positions. Achieving this level often requires advanced certifications like the CFP or CFA, strong sales skills, and years of experience in the 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.

Can you make 7 figures in wealth management?

Wealth management professionals can potentially earn seven-figure incomes, especially those who manage large client portfolios, have extensive experience, and hold advanced certifications like the CFA or CFP. High earnings often depend on client base size, commission structures, and business development skills, with top performers in the industry reaching these income levels through a combination of salary, bonuses, and commissions.

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 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.
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 July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% 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

Other

Posted 18 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

Apply