Wealth Advisor Jobs in North Carolina
Wealth Advisor jobs in North Carolina draw consistent demand across the banking, independent advisory, and wealth management sectors, with openings at every level from associate advisor to senior portfolio manager. The heaviest hiring concentrates in Charlotte, Raleigh, and the Research Triangle, where firms like Bank of America, Wells Fargo, and Merrill Lynch maintain significant operations. High-net-worth client management, retirement planning, and investment portfolio strategy are among the most sought-after specialties across the state. Find a role that fits below and apply directly.
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Showing 5 of 21+ Wealth Advisor jobs
Company:
Marsh McLennan AgencyDescription:
Marsh McLennan Agency
Sales Consultant, Business Insurance
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 9,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Wealth Advisor at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our Wealth Advisor on the Retirement & Wealth team , you’ll develop a comprehensive prospecting plan, including targets and methodology for developing prospects into clients; network centers of influence in order to develop new opportunities; deliver MMA’s value proposition for each opportunity and align the Agency’s resources and capabilities; leverage referral and targeted introductions from clients, prospects and business relationships. Sales Consultants are at MMA are: Revenue Growth Drivers, Primary Relationship Stewards, Lead Strategists, Complex problem solvers.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
- High school diploma
- Prior B2B sales experience with consultative sales skills
- Proficiency with Microsoft Office products and Agency Management Systems Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs Stock purchase opportunities
Additionally, as a Wealth Advisor , you will receive:
- Competitive compensation program: Renewal Income – you don’t start at zero every year; New Business; Book Growth; Cross-Sales
- Collaborative sales environment
- Formal training and mentorship programs
- Strategic sales process
- Annual sales awards and competition Entrepreneurial sales leadership team
To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
Follow us on social media to meet our colleagues and see what makes us tick:
- https://www.instagram.com/lifeatmma/
- https://www.facebook.com/LifeatMMA
- https://twitter.com/LifeatMMA https://www.linkedin.com/company/marsh-mclennan-agency/
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#LI-hybrid
#MMAMID
#MMABI
Company:
Marsh McLennan AgencyDescription:
Marsh McLennan Agency
Sales Consultant, Business Insurance
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 9,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Wealth Advisor at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our Wealth Advisor on the Retirement & Wealth team , you’ll develop a comprehensive prospecting plan, including targets and methodology for developing prospects into clients; network centers of influence in order to develop new opportunities; deliver MMA’s value proposition for each opportunity and align the Agency’s resources and capabilities; leverage referral and targeted introductions from clients, prospects and business relationships. Sales Consultants are at MMA are: Revenue Growth Drivers, Primary Relationship Stewards, Lead Strategists, Complex problem solvers.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
- High school diploma
- Prior B2B sales experience with consultative sales skills
- Proficiency with Microsoft Office products and Agency Management Systems Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs Stock purchase opportunities
Additionally, as a Wealth Advisor , you will receive:
- Competitive compensation program: Renewal Income – you don’t start at zero every year; New Business; Book Growth; Cross-Sales
- Collaborative sales environment
- Formal training and mentorship programs
- Strategic sales process
- Annual sales awards and competition Entrepreneurial sales leadership team
To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
Follow us on social media to meet our colleagues and see what makes us tick:
- https://www.instagram.com/lifeatmma/
- https://www.facebook.com/LifeatMMA
- https://twitter.com/LifeatMMA https://www.linkedin.com/company/marsh-mclennan-agency/
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#LI-hybrid
#MMAMID
#MMABI
See All 21 Wealth Advisor Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
Find Wealth Advisor JobsWealth Advisor Jobs by City in North Carolina
Where North Carolina roles are concentrated, by current openings.
Wealth Advisor Job Market in North Carolina
A snapshot from current North Carolina openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
What North Carolina Employers Look For
The qualifications that appear most often in wealth advisor jobs across North Carolina.
- Active FINRA Series 65 or Series 66 registration recognized in North Carolina
- Bachelor's degree in finance, economics, business, or a closely related field
- CFP certification or active progress toward Certified Financial Planner designation
- Demonstrated experience building and managing client investment portfolios
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce
- Strong client relationship management and consultative communication skills
Wealth Advisor Jobs in North Carolina: Frequently Asked Questions
How do you become a wealth advisor in North Carolina?
Becoming a wealth advisor in North Carolina requires passing the FINRA Series 65 exam or the Series 7 paired with the Series 66, and registering as an investment adviser representative through the North Carolina Secretary of State Securities Division. Most employers expect a bachelor's degree in finance, economics, or a related field. Earning a CFP designation strengthens candidacy considerably and is increasingly expected at mid-level and senior roles.
How much do wealth advisors make in North Carolina?
Wealth advisors in North Carolina earn a median of about $96,880 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $48,790 for the lowest 10% to over $287,290 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire wealth advisors in North Carolina?
Employers hiring wealth advisors in North Carolina right now include JPMorganChase, Bank of America, and GRX Holdings, based on current listings on Migrate Mate as of November 2026. Charlotte's standing as a major U.S. banking center means the state consistently produces some of the highest volumes of wealth management openings in the Southeast.
Which North Carolina cities have the most wealth advisor jobs?
Charlotte, Winston-Salem, and Raleigh-Durham account for the most wealth advisor openings in North Carolina. Charlotte leads because of its concentration of large bank headquarters and independent advisory firms, while Raleigh and the broader Research Triangle attract openings tied to the region's growing professional and technology workforce, whose employees and executives require personal financial planning services.
Are there remote wealth advisor jobs in North Carolina?
Yes, though they are less common than in purely analytical roles because wealth advising relies heavily on client relationships that many firms prefer to maintain in person. About 80% of wealth advisor openings tied to North Carolina are remote or hybrid as of November 2026, with remote arrangements most often found in financial planning support, client onboarding, and portfolio analysis functions rather than primary relationship management roles.
How can I get hired as a wealth advisor in North Carolina with little or no experience?
The most realistic entry path is an associate advisor or client service associate role at one of Charlotte's large bank-affiliated wealth management divisions, which routinely hire candidates who have passed the Series 65 but have limited client-facing experience. Firms like Bank of America and Wells Fargo run structured development programs for new advisors in North Carolina. Coming from a banking, insurance, or financial analyst role strengthens a candidacy, and completing a CFP coursework program before applying gives a meaningful edge.
Where can I find and apply to wealth advisor jobs in North Carolina?
You can find and apply to wealth advisor jobs in North Carolina on Migrate Mate, which lists current openings from employers hiring across the state. Search the available roles, find the ones that fit your experience and target location, and apply directly to the employer.
See All 21 Wealth Advisor Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
Find Wealth Advisor Jobs