Last updated 2026-07-05

31 Wealth Management Jobs in Raleigh, NC, United States

Browse 31 Wealth Management jobs across Raleigh, NC, United States. Listings are updated hourly and include salary data where available.

Snapshot updated 3hr, 24m ago

Page 1

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

Jul 3
Financial Solutions Advisor Registration Candidate - Raleigh/Durham...
Cary, NC, United States mid Full Time
  • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients ach…
  • Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next…

More roles at 13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

Mercer Advisors

Jul 1
Wealth Advisor (Raleigh, NC)
Raleigh, NC, United States senior
  • Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the…
  • Proactively seeks opportunities to provide support to Wealth Advisors Resource Coordination Begins to establish internal resource channels…

Fifth Third Bank, National Association

Jul 1
Trust Administrator
Raleigh, NC, United States mid Full Time
  • Account Administration: Support advisors to ensure compliance and proper documentation requirements are met, consistent with internal fiduc…
  • Work closely with advisors and Trust Tax Team to ensure proper tax reporting is complete.

Plaid

Jul 1
Account Executive - Banking and Wealth
Raleigh, NC, United States mid Full Time $206.4k-240k/yr
  • Your focus will be on developing & leading large, complex new enterprise deals and building strong, long-lasting relationships with the…
  • We’re building a team to work exclusively with the leading banks throughout North America to help enable their transformation to…

First Citizens Bank

Jun 29
Investment Retention Specialist
Raleigh, NC, United States entry Full Time
  • This position is responsible for developing an understanding of every client or prospect's financial situation and making introductions to…
  • Responsibilities Sales - Promotes investment and securities products through sales outreach and calling efforts to mass affluent clients or…

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94-1687665 Bank of America, National Association

Jun 29
Relationship Banker - Triangle Market
Fuquay-Varina, NC, United States entry Full Time
  • Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect…
  • Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through…

Massachusetts Mutual Life Insurance Co.

Jun 25
Suitability Principal (Transfer of Assets)
Raleigh, NC, United States senior Full Time $84.1k-110.3k/yr
  • As a Suitability Principal, you’ll review complex in-force transactions, guide stakeholders on best interest standards, and play a critical…
  • The Team You’ll join the MMLIS Transfer of Assets (TOA) and Inforce Operations team, a collaborative, high-performing group that partners…

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Truist Bank

Jun 25
Universal Banker - Garner
Garner, NC, United States mid Full Time
  • Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client n…
  • Knowledge of advanced or complex branch transactions, risk management and loss prevention 3.

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Bank of America

Jun 24
Registered Wealth Management Client Associate
Raleigh, NC, United States entry Full Time
  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…
  • Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers;…

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LPL Financial

Jun 23
Registered Client Service Associate - Raleigh, NC
Raleigh, NC, United States entry Full Time $25.85-43.08/hr
  • Job Overview: As a Registered Client Service Associate, you will provide comprehensive administrative and operational support within the fi…
  • Assist financial advisors with administrative tasks, including scheduling meetings and preparing client presentations.

LPL Employee Services

Jun 22
Registered Client Service Associate - Raleigh, NC
Raleigh, NC, United States entry Full Time $25.85-43.08/hr
  • Job Overview: As a Registered Client Service Associate, you will provide comprehensive administrative and operational support within the fi…
  • Assist financial advisors with administrative tasks, including scheduling meetings and preparing client presentations.

Dean Dorton

Jun 19
Assurance Manager
Raleigh, NC, United States mid
  • Essential Duties & Responsibilities Manage all aspects of assurance engagements and risk assessments, including budgeting and scheduling, e…
  • With dedicated industry teams, we offer assurance services ranging from audit, reviews, and compilations to risk management and internal co…

Wealth Enhancement Group, LLC

Jun 12
Sr. Client Service Associate
Raleigh, NC, United States senior Full Time $51.5k-84k/yr
  • In this position, you will serve as a trusted liaison between clients and Financial Advisors, playing a key role in…
  • Our Raleigh, NC office has an exciting opportunity for a Senior Client Service Associate to join our growing High Net…

Magellan Federal, Inc.

Jun 10
Personal Financial Counselor - Raleigh, NC
Raleigh, NC, United States mid Full Time $58.4k/yr
  • 3+ years of financial counseling experience.
  • Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financ…

Magellan Health

Jun 10
Personal Financial Counselor - Raleigh, NC
Raleigh, NC, United States mid Full Time $58.4k/yr
  • 3+ years of financial counseling experience.
  • Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financ…

Cerity Partners Management LLC

Jun 9
Tax Advisor
Raleigh, NC, United States mid Full Time
  • Lead or contribute to tax planning engagements including income tax projections, entity structuring, Roth conversions, charitable giving st…
  • The Principal Tax Advisor holds signing authority for tax returns, leads and mentors junior staff, and is expected to contribute…

The Pelora Group

Jun 1
Financial Planner - Entrepreneurial Path
Raleigh, NC, United States mid Full Time
  • You will: Build and grow your own client practice with significant growth potential Develop strategic relationships and drive new business…
  • What You Bring Strong track record in sales, business development, or client-facing roles A desire to build something of your…

Curi Capital

May 18
Director of Tax Services
Raleigh, NC, United States senior $170k/yr
  • Manage and develop a dedicated Tax Associate, with the opportunity to grow the team as the practice scales.
  • Partner closely with Wealth Advisors to deliver proactive, planning-driven tax work that’s integrated with each client’s broader financial…

PNC

Apr 17
Financial Advisor - PNC Wealth Management
Raleigh, NC, United States mid Full Time
  • At PNC Wealth Management, we are passionate about our values and helping our advisors build their future.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure…