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Wealth Jobs in Raleigh, NC (NOW HIRING)

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 ...

New York Life

Wealth Advisor

Raleigh, NC

$69K - $130K/yr

New York Life's Wealth Advisory Practice Model¹ 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 ...

New York Life

Wealth Advisor

Raleigh, NC · On-site

$69K - $130K/yr

New York Life's Wealth Advisory Practice Model(1) 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 ...

New York Life

Wealth Advisor

Raleigh, NC · On-site

$69K - $130K/yr

New York Life's Wealth Advisory Practice Model(1) 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 ...

New York Life

Wealth Advisor

Raleigh, NC

$69K - $130K/yr

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 ...

New York Life

Wealth Advisor

Raleigh, NC · On-site

$69K - $130K/yr

New York Life's Wealth Advisory Practice Model¹training 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 ...

New York Life

Wealth Advisor

Raleigh, NC · On-site

$69K - $130K/yr

New York Life's Wealth Advisory Practice Model¹ 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 ...

New York Life

Wealth Advisor

Raleigh, NC · On-site

$69K - $130K/yr

New York Life's Wealth Advisory Practice Model¹ 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 ...

New York Life

Wealth Advisor

Raleigh, NC · On-site

$69K - $130K/yr

New York Life's Wealth Advisory Practice Model(1) 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 ...

New York Life

Wealth Advisor

Raleigh, NC · On-site

$69K - $130K/yr

New York Life's Wealth Advisory Practice Model(1) 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 ...

Fnbcorp

Wealth Advisor

Raleigh, NC · On-site

Wealth Advisor Business Unit: WM - FNTC Reports to: Market Executive - Wealth Management Position Overview: This position is primarily responsible for driving new revenue on behalf of FNB Wealth ...

TIAA

Wealth Advisor

Durham, NC

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial ...

Wisepath Group

Wealth Advisor

Raleigh, NC · On-site +1

Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a Career. Now Build a Legacy. Most experienced advisors don't leave because they stop believing in the ...

Wisepath Group

Wealth Advisor

Durham, NC · On-site +1

Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a Career. Now Build a Legacy. Most experienced advisors don't leave because they stop believing in the ...

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All JobsWealth JobsWealth Jobs in Raleigh, NC

Wealth information

See Raleigh, NC salary details

$41.9K

$91.9K

$132.4K

How much do wealth jobs pay per year?

As of Jul 14, 2026, the average yearly pay for wealth in Raleigh, NC is $91,883.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,400.00 and $110,100.00 per year, depending on experience, location, and employer.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial services to individuals, families, or businesses with significant assets. They help clients manage, grow, and protect their wealth through investment advice, financial planning, tax strategies, estate planning, and retirement planning. Wealth managers often develop personalized strategies to meet each client's unique goals and needs, coordinating with other professionals such as accountants and attorneys as necessary. Their services are typically tailored for high-net-worth individuals seeking holistic financial guidance.

What is the difference between Wealth vs Financial Advisor?

AspectWealthFinancial Advisor
CredentialsVaries; often includes certifications like CFP, CFATypically CFP, Series 7, Series 66
Work EnvironmentPrivate firms, banks, or independentFinancial planning firms, banks, or independent
Industry UsageBroad; includes wealth management, investment, estate planningSpecific; focused on client financial planning and investments
Search/Comparison IntentUnderstanding roles in wealth managementSeeking financial planning services or career info

Wealth professionals often encompass a broad range of services including investment management, estate planning, and financial advising. Financial Advisors are a specific subset focused on providing personalized financial planning and investment advice. While both roles aim to grow and protect client assets, Wealth professionals may have a wider scope, whereas Financial Advisors typically focus on client-specific financial plans.

What are some of the common challenges faced by wealth managers when working with clients?

Wealth managers often face challenges such as navigating complex financial regulations, staying updated on market trends, and managing diverse client expectations. Building trust and maintaining long-term relationships with clients requires clear communication and tailored strategies that align with each client's financial goals. Additionally, wealth managers must work closely with other professionals such as tax advisors, estate planners, and investment analysts to deliver comprehensive financial solutions.

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 expertise in financial planning, investment strategies, and a strong understanding of economic markets, often backed by degrees in finance or economics and relevant certifications like CFP or CFA. Proficiency with portfolio management software, financial modeling tools, and CRM systems is typically required. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help build strong client relationships. These skills are crucial for developing tailored financial strategies that protect and grow clients' wealth while maintaining high levels of client satisfaction.
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 cities near Raleigh, NC are hiring for Wealth jobs? Cities near Raleigh, NC with the most Wealth job openings:
Wealth jobs near you
Infographic showing various Wealth job openings in Raleigh, NC as of July 2026, with employment types broken down into 73% Full Time, 22% Part Time, 1% Temporary, and 4% Contract. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution, with an average salary of $91,883 per year, or $44.2 per hour.
Wealth Advisor

Wealth Advisor

Argent Financial Group

Raleigh, NC • On-site

Full-time

Re-posted 8 days ago

Job description

Wealth Advisor

General Job Description

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 personalized wealth management strategies, conduct detailed financial assessments, and provide comprehensive advice on investment management, retirement planning, estate planning, and tax optimization. Success in this role requires a deep understanding of financial markets, and a proactive approach to client service.

Essential Duties

  • Cultivate trust-based and investment relationships with high-net-worth clients, providing targeted advice and developing customized wealth management strategies.
  • Identify and close new business development opportunities to expand the firm’s client base, achieving annual growth objectives through new business production.
  • Develop and maintain relationships with centers of influence such as CPAs and attorneys to ensure a network of professional advisor resources for clients and for new business referrals to Argent.
  • Conduct thorough financial assessments to understand clients' goals, risk profiles, and financial positions. Deliver complex financial presentations to clients, facilitate financial planning discussions, and deliver goals-based planning output.
  • Provide expert advice on investment management, asset allocation, retirement planning, estate planning, and tax optimization.
  • Develop Investment Policy Statements (IPS) and conduct annual reviews and updates, ensuring compliance with regulations. Implement investment strategy recommendations.
  • Implement investment strategies aligned with clients' goals using various investment vehicles, regularly reviewing and adjusting portfolios.
  • Stay informed about industry trends and regulatory changes to provide informed advice. Maintain current knowledge of financial markets, Argent investment process, and wealth management offering.
  • Coordinate with relationship team members including portfolio managers, tax advisors, and estate counsel to deliver comprehensive wealth management solutions.
  • Exceed performance expectations and standards for success, ensuring adherence to risk, control policies, and regulatory guidelines.
  • Manage ongoing account reviews, asset allocation models, and CRM system use to maintain accurate records.


Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required.

  • Bachelor's degree.
  • Minimum 10 years of experience in wealth management, financial services, investments, tax or trust and estate legal field, serving high-net-worth clients.
  • Strong knowledge of financial markets, investment products, tax strategies, estate planning, and retirement planning.
  • Analytical expertise, notable attention to detail, and self-initiated follow-through.
  • Clear and effective communication skills.
  • Proficiency in financial planning software and Microsoft Office Suite.
  • An understanding of matters related to income, gift, and estate taxes, investments, employee benefits, and personal and philanthropic wealth transfer strategies
  • Great interpersonal and process management skills; and
  • Achieving or a candidate for at least one of the following advanced degrees or designations: CPA, JD, CFP®.