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Weekend 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 ...

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 ...

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 ...

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 ... Manages time and resources efficiently and effectively * Develops and implements strategic and ...

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All JobsWealth Management JobsWeekend Wealth Management JobsWeekend Wealth Management Jobs in Raleigh, NC

Weekend Wealth Management information

What is the difference between Weekend Wealth Management vs Financial Advisor?

AspectWeekend Wealth ManagementFinancial Advisor
CertificationsCFP, CFA often preferredCFP, CFA, or similar certifications
Work EnvironmentPart-time, weekend-focusedFull-time, office or client-based
Industry UsageFinancial services, wealth management firmsFinancial services, investment firms, banks
Primary FocusManaging client investments on weekendsComprehensive financial planning and investment advice

Weekend Wealth Management typically involves providing investment advice and managing client portfolios during weekends, often on a part-time basis. Financial Advisors usually work full-time, offering broader financial planning services. Both roles require similar certifications but differ mainly in work hours and scope of services.

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 Weekend Wealth Management jobs in Raleigh, NC? For Weekend Wealth Management jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Weekend Wealth Management jobs in Raleigh, NC look for? The top searched job categories for Weekend Wealth Management jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Weekend Wealth Management jobs? Cities near Raleigh, NC with the most Weekend Wealth Management job openings:
Weekend Wealth Management jobs near you
Infographic showing various Weekend 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.

Wealth Management Associate

Curi Capital

Raleigh, NC • Hybrid

$15.25 - $20.50/hr

Other

Posted 19 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

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