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Wealth Management Jobs in Raleigh, NC (NOW HIRING)

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Wealth Advisor

Durham, NC

$80K - $95K/yr

  • Medical

  • Life

  • Retirement

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... Manages time and resources efficiently and effectively * Develops and implements strategic and ...

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 ...

Asset & Wealth Management Tax Manager

Raleigh, NC · On-site

$99K - $266K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

Wealth Planning Senior Associate

Raleigh, NC

$75K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Experience at a wealth management or financial planning advisory firm * Strong communication skills, both written and verbal * Strong interpersonal skills, includes being polished, courteous ...

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Experience at a wealth management or financial planning advisory firm * Strong communication skills, both written and verbal * Strong interpersonal skills, includes being polished, courteous ...

Showing results 21-40

Wealth Management information

See Raleigh, NC salary details

$66.3K

$86.4K

$103.4K

How much do wealth management jobs pay per year?

As of Aug 16, 2026, the average yearly pay for wealth management in Raleigh, NC is $86,397.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,500.00 and $96,400.00 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 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 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.

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:

Infographic showing various Wealth Management job openings in Raleigh, NC as of August 2026, with employment types broken down into 90% Full Time, 5% Part Time, and 5% Contract. Highlights an 90% In-person, and 10% Remote job distribution, with an average salary of $86,397 per year, or $41.5 per hour.

Asset & Wealth Management - Renewable Energy Tax Senior Manager

Pwc

Raleigh, NC

$124K - $335K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 3 days ago


PwC rating

8.3

Company rating: 8.3 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

26th of 72 rated business consultants


Job description

Industry/Sector

Asset and Wealth Management

Specialism

Industry Tax Practice

Management Level

Senior Manager

Job Description & Summary

The Opportunity
As an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit sharing for partners. Within our Tax practice, you will navigate the complexities of the frequently changing national and international tax environment, addressing operational tax risks and structuring tax strategies for our Financial Services clients. Your insights will help organizations understand pricing implications and tax impacts of deals, fostering informed decision-making.
As a Senior Manager, you will leverage your skills to lead large projects, innovate processes, and maintain operational excellence. You will engage with clients at a strategic level, driving project success and contributing to the firm's business strategies. Your role involves motivating and coaching teams to solve complex problems, applying sound judgment, and developing high-performing, diverse, and inclusive teams. In this role at PwC, you will validate outcomes with clients, share alternative perspectives, and act on feedback, confirming that our services align with client needs and expectations.
Responsibilities
- Leading tax compliance and consulting projects for asset and wealth management clients in the renewable energy sector
- Advising clients on local and international tax strategies to optimize their financial outcomes
- Managing the preparation and review of complex tax returns and related documents
- Navigating cross-border tax issues and providing strategic solutions to clients
- Collaborating with diverse teams to address operational tax risks and regulatory compliance
- Developing and maintaining client relationships to understand and address their tax needs
- Utilizing analytical skills to monitor and analyze financial trends impacting tax strategies
- Contributing to the development of innovative tax planning solutions and methodologies
- Coaching and mentoring team members to enhance their technical skills and professional growth
- Engaging in strategic questioning to uncover client needs and propose tailored tax solutions
What You Must Have
- At least a Bachelor's degree
- At least 6 years of experience
- At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- Navigating complex cross-border engagements in asset and wealth management
- Demonstrating advanced skills in corporate tax planning and compliance
- Leading strategic initiatives in renewable energy tax projects
- Excelling in stakeholder management and building trust
- Innovating processes to enhance operational excellence
- Utilizing analytical thinking to solve complex tax issues
- Developing high-performing teams through effective coaching and feedback

Travel Requirements

Up to 20%

Job Posting End Date

The salary range for this position is: $124,000 - $335,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

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