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Wealth Strategist Jobs in Raleigh, NC (NOW HIRING)

New York Life

Wealth Advisor

Raleigh, NC

$69K - $130K/yr

Our wealth advisory curriculum focuses on wealth accumulation strategies using a goals-based planning approach. * You'll focus in your first 12-18 months on obtaining licensing, earning professional ...

New York Life

Wealth Advisor

Raleigh, NC

$69K - $130K/yr

Our wealth advisory curriculum focuses on wealth accumulation strategies using a goals-based planning approach.You'll focus in your first 12-18 months on obtaining licensing, earning professional ...

TIAA

Wealth Advisor

Durham, NC · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... Develops and implements strategic and tactical plans with strong considerations to client ...

CAPTRUST

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75K - $125K/yr

... strategies and solutions to better serve our clients. Primary responsibilities may include the following, among others: Responsibilities * Assist with the preparation, development, and delivery of ...

CAPTRUST

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75K - $125K/yr

... strategies and solutions to better serve our clients. Primary responsibilities may include the following, among others: * Assist with the preparation, development, and delivery of client financial ...

Captrust

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75K - $125K/yr

... strategies and solutions to better serve our clients. Primary responsibilities may include the following, among others: Responsibilities * Assist with the preparation, development, and delivery of ...

First Citizens

Portfolio Strategist Specialist

Raleigh, NC · On-site

$118K - $152K/yr

From banking and lending to investments, insurance, and wealth planning, theFirst Citizens Wealthteam provides comprehensive solutions backed by trusted expertise. Here, your work helps power ...

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Showing results 21-40

All JobsWealth Strategist JobsWealth Strategist Jobs in Raleigh, NC

Wealth Strategist information

See Raleigh, NC salary details

$43.7K

$136K

$172.5K

How much do wealth strategist jobs pay per year?

As of Sep 12, 2026, the average yearly pay for wealth strategist in Raleigh, NC is $135,962.00, according to ZipRecruiter salary data. Most workers in this role earn between $118,100.00 and $152,600.00 per year, depending on experience, location, and employer.

What is a wealth strategist?

A Wealth Strategist is a financial professional who helps individuals and families plan, grow, and protect their wealth. Their role typically involves creating customized financial strategies that address investment management, tax planning, estate planning, retirement planning, and risk management. Wealth Strategists work closely with clients to understand their financial goals and develop long-term plans to achieve them. They often coordinate with other professionals, such as accountants and attorneys, to ensure a comprehensive approach to wealth management.

What skills and qualifications are needed to thrive as a wealth strategist?

To thrive as a Wealth Strategist, you need strong financial analysis skills, investment knowledge, and typically a bachelor's degree in finance or a related field, often supported by certifications like CFP or CFA. Familiarity with portfolio management software, financial planning tools, and CRM systems is essential. Exceptional interpersonal skills, active listening, and the ability to build trust help Wealth Strategists excel in client relationships. These competencies are crucial for developing tailored wealth management strategies and ensuring client satisfaction and long-term financial growth.

How do wealth strategists collaborate with other financial professionals to serve clients effectively?

Wealth Strategists often work closely with a team that includes financial advisors, tax specialists, estate planners, and investment managers to create comprehensive strategies for clients. This collaboration ensures that all aspects of a client's financial life are considered, from investments and tax planning to legacy and retirement solutions. Regular meetings and coordinated planning sessions are common, allowing the Wealth Strategist to align recommendations with the expertise of other professionals, resulting in holistic and well-integrated financial plans for clients.

What is the difference between Wealth Strategist vs Financial Advisor?

AspectWealth StrategistFinancial Advisor
CredentialsCFP, ChFC, or similar certificationsCFP, Series 7, Series 66
Work EnvironmentHolistic wealth planning, often with high-net-worth clientsInvestment management, retirement planning, client portfolios
Employer & IndustryPrivate banks, wealth management firms, financial planning firmsBrokerages, independent firms, banks
Primary FocusDeveloping comprehensive wealth strategiesProviding investment and financial advice

While both roles involve financial planning and client advising, a Wealth Strategist focuses on creating holistic, long-term wealth plans for high-net-worth clients, often requiring advanced certifications. A Financial Advisor typically provides investment and financial advice to a broader client base, including retirement and portfolio management. The roles overlap but differ mainly in scope and client focus.

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

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

Wealth Strategist jobs near you
Infographic showing various Wealth Strategist job openings in Raleigh, NC as of August 2026, with employment types broken down into 70% Full Time, 28% Part Time, and 2% Contract. Highlights an 90% Physical, 5% Hybrid, and 5% Remote job distribution, with an average salary of $135,962 per year, or $65.4 per hour.

Wealth Advisor

Raleigh, NC

New York Life
Colleges, Universities, and Professional Schools • 11 - 50 employees
Learn more about New York Lifeexternal

$69K - $130K/yr

Full-time

Re-posted 9 days ago

Job description

Are you a leader who has the following traits?
  • Competitive
  • Entrepreneurial
  • Coachable
  • Communicative
  • Self-disciplined
  • Authentic
If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. New York Life’s Wealth Advisory Practice Model training program is designed to develop your expertise in helping clients build and manage wealth to meet a wide spectrum of their needs in the areas of protection, retirement, investment, and estate planning. 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 for yourself. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing advisors. What you need to know You’ll be on a path to become a financial advisor.
  • Our wealth advisory curriculum focuses on wealth accumulation strategies using a goals-based planning approach.
  • You’ll focus in your first 12–18 months on obtaining licensing, earning professional designations and completing the core curriculum.
  • New York Life pays 100% of the costs to obtain the following licenses and designations associated with becoming a financial professional and the Wealth Advisory Practice Model coursework:
    • Licenses: Life, Health, SIE, Series 6 (or 7) and 63 American College
    • Designations: FSCP®, ChFC® and WMCP®
Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow financial professionals. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $115,917. Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.
  • A++ Superior (A.M. Best)
  • AAA Exceptionally Strong (Fitch)
  • Aaa Exceptional (Moody’s)
  • AA+ Very Strong (Standard & Poor’s)
We’re proud of the training we offer.
  • Training Magazine’s APEX Award for 2022
We’re proud to be recognized by organizations that also value diversity.
  • Human Rights Campaign: 2022 Corporate Equality Index
  • Forbes 2022: America’s Best Employers for Diversity
  • Latino Leaders 2022 Best Companies for Latinos to Work For
We’re proud of the help we’ve provided and continue to provide our clients.
  • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies
  • $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
  • $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.
  • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity V1_AR10511_042023 SMRU 5021157.4 (Exp. 04.30.2024)
NorCal Orange logo

About NorCal Orange

Sourced by ZipRecruiter

Industry

Colleges, universities, and professional schools

Company size

11 - 50 Employees

Headquarters location

Syracuse, NY, US

View All NorCal Orange Jobs