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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Overview

Open roles13
Top employerJPMorganChase
Top cityCharlotte, NC
Cities hiring6
Work type33% Remote
Top industryBanking

Showing 5 of 13+ Wealth Advisor jobs

JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - South Asheville, NC
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JPMorganChase
Added 3d ago
J.P. Morgan Wealth Management - Private Client Advisor - South Asheville, NC
JPMorganChase
Asheville, North Carolina
Customer Service
Customer Support
Hospitality & Guest Services
Bachelor's degree
10,000+

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JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - Raleigh, NC
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JPMorganChase
Added 3d ago
J.P. Morgan Wealth Management - Private Client Advisor - Raleigh, NC
JPMorganChase
Raleigh, North Carolina
Customer Service
Customer Support
Hospitality & Guest Services
Bachelor's degree
10,000+

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JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - Cary, NC
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JPMorganChase
Added 3d ago
J.P. Morgan Wealth Management - Private Client Advisor - Cary, NC
JPMorganChase
Cary, North Carolina
Customer Service
Customer Support
Hospitality & Guest Services
Bachelor's degree
10,000+

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JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - Farmington Ridge
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JPMorganChase
Added 4d ago
J.P. Morgan Wealth Management - Private Client Advisor - Farmington Ridge
JPMorganChase
Charlotte, North Carolina
Customer Service
Customer Support
Hospitality & Guest Services
Bachelor's degree
10,000+

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Truist
Wealth Advisor Associate
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Truist
Added 2w ago
Wealth Advisor Associate
Truist
Charlotte, North Carolina
Business Operations
Compliance & Risk
Customer Service
Bachelor's degree in finance
10,000+

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See All 13 Wealth Advisor Jobs in North Carolina

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Wealth Advisor Jobs by City in North Carolina

Where North Carolina roles are concentrated, by current openings.

Charlotte
6 jobs
Raleigh
2 jobs
Winston-Salem
2 jobs
Cary
1 job
Asheville
1 job
Raleigh-Durham
1 job

Wealth Advisor Job Market in North Carolina

A snapshot from current North Carolina openings, updated as new roles post.

Who's Hiring

JPMorganChase
JPMorganChase4 open roles
Beacon Pointe Advisors
Beacon Pointe Advisors3 open roles
Truist
Truist2 open roles

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, Beacon Pointe Advisors, and Truist, based on current listings on Migrate Mate as of September 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, Raleigh, and Winston-Salem 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 67% of wealth advisor openings tied to North Carolina are remote or hybrid as of September 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 13 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