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Wealth Manager Jobs in Raleigh, NC (NOW HIRING)

Pwc

Asset & Wealth Management Tax Manager

Raleigh, NC

$99K - $266K/yr

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 ...

Hilltop Wealth Advisors, LLC

Sales Advisor

Chapel Hill, NC · On-site

$150K - $200K/yr

How to Apply Please submit your resume and a brief cover letter describing your experience in wealth management, your interest in a growth-focused advisory role, and how Hilltop's core values align ...

Envestnet

Product Manager - Tamarac

Raleigh, NC · Hybrid

Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation ...

Envestnet

Product Manager - Tamarac

Raleigh, NC · Hybrid

Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation ...

Envestnet

Product Manager - Tamarac

Raleigh, NC · Hybrid

Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation ...

Envestnet

Senior Product Manager - Tamarac

Raleigh, NC · Hybrid

$123K - $162K/yr

Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation ...

Envestnet

Senior Product Manager - Tamarac

Raleigh, NC · Hybrid

$123K - $162K/yr

Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation ...

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All JobsWealth JobsWealth Manager JobsWealth Manager Jobs in Raleigh, NC

Wealth Manager information

See Raleigh, NC salary details

$21.8K

$53.1K

$103.4K

How much do wealth manager jobs pay per year?

As of Jun 14, 2026, the average yearly pay for wealth manager in Raleigh, NC is $53,059.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,400.00 and $61,100.00 per year, depending on experience, location, and employer.

How do Wealth Managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

Is 200,000 enough to work with a financial advisor?

A wealth manager typically works with clients who have substantial assets, often starting at several hundred thousand dollars. While $200,000 can be a significant amount for financial planning, some advisors may require higher minimum investments or fees, depending on their fee structure and services offered.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

How much do wealth managers earn?

Wealth managers typically earn a median annual salary ranging from $80,000 to $150,000, with top earners making over $200,000 depending on experience, client base, and location. Compensation often includes bonuses and commissions based on assets under management and performance.

Can financial advisors make $500,000 a year?

Wealth managers and financial advisors can earn $500,000 or more annually, especially those with extensive client portfolios, high-net-worth clients, and strong sales skills. Achieving this level often requires years of experience, professional certifications like the CFP or CFA, and a focus on high-value financial planning and investment management.

What Does a Wealth Manager Do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

What exactly does a wealth manager do?

A wealth manager provides financial planning and investment management services to high-net-worth clients, helping them grow and protect their assets. They analyze clients' financial situations, develop personalized strategies, and often coordinate with other professionals like accountants and estate planners. Strong knowledge of financial markets, certifications such as CFP or CFA, and client relationship skills are essential in this role.

What are the key skills and qualifications needed to thrive as a Wealth Manager, and why are they important?

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.
More about Wealth Manager jobs
What are the most commonly searched types of Wealth jobs in Raleigh, NC? The most popular types of Wealth jobs in Raleigh, NC are:
What are popular job titles related to Wealth Manager jobs in Raleigh, NC? For Wealth Manager jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Wealth Manager jobs in Raleigh, NC look for? The top searched job categories for Wealth Manager jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Wealth Manager jobs? Cities near Raleigh, NC with the most Wealth Manager job openings:
Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Raleigh, NC as of June 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 89% In-person, and 11% Remote job distribution, with an average salary of $53,059 per year, or $25.5 per hour.
Business System Analyst II / III (Wealth Management Digital Platform)

Business System Analyst II / III (Wealth Management Digital Platform)

First Citizens Bank

Raleigh, NC • On-site

$62K - $78K/yr

Full-time

Posted 17 days ago

First Citizens Bank rating

7.6

Company rating: 7.6 out of 10

Based on 103 frontline employees who took The Breakroom Quiz

79th of 141 rated banks

Job description

Overview

Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact. 

The Business Systems Analyst is responsible for troubleshooting and all aspects of operational business support for FCB’s Wealth digital platform "Wealth Access". Performs needs assessments to identify feature enhancements and create related business requirements.  Works with technical teams to solve and implement these enhancements. Performs user acceptance testing and provides guidance on systems integration and general QA testing.   Experience working in wealth management or financial services preferred.  Responsible for user application testing, troubleshooting and root cause analysis.  Comfortable communicating and presenting to management within Wealth Management to prioritize feature/enhancement deliverables. May occasionally guide less experienced analysts in the work group. *This role may be hired as a Business Analyst III depending on experience level of the candidate. 


Responsibilities
  • Data Analysis - Sources, compiles, and interprets data. Analyzes data for accuracy and efficiencies, effectively communicates analysis output.
  • System Support - Provides daily technical support for systems by responding to inquiries, ensuring processes run smoothly, and working to continuously improve the end-user experience. Assists in implementing recommended modifications and enhancements. May serve as an analytics resource to wider organization or business units.
  • Identifying Requirements - Determines system requirements and communicates them through the use of specifications, reports, project plans, or other forms of documentation. Ensures compliance through monitoring and analysis.
  • Reporting - Produces reports based on data analysis, user input, and system testing. Identifies patterns, discrepancies, and areas of improvement.

Qualifications

Required Skills: Bachelor's Degree and 2 years of experience in Operational Support, and Analytics OR High School Diploma or GED and 6 years of experience in Operational Support, and Analytics.

Preferred Skills: Product owner of Wealth Management /Banking core systems. Basic working knowledge of SQL and relational databases, User application testing. Troubleshooting. Ability to use excel to analyze data (pivots, lookups, etc.)

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualifications:

Required Skills: Bachelor's Degree and 2 years of experience in Operational Support, and Analytics OR High School Diploma or GED and 6 years of experience in Operational Support, and Analytics.

Preferred Skills: Product owner of Wealth Management /Banking core systems. Basic working knowledge of SQL and relational databases, User application testing. Troubleshooting. Ability to use excel to analyze data (pivots, lookups, etc.)

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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