Wealth Management Advisor Jobs in North Carolina
Wealth Management Advisor jobs in North Carolina draw consistent demand across the state's financial services, banking, and high-net-worth private client sectors, with openings ranging from entry-level associate advisor roles through senior portfolio and relationship management positions. Charlotte anchors the market as one of the largest U.S. banking centers, while Raleigh and Greensboro also generate steady hiring from regional wealth firms and insurance-linked advisory practices. Employers with lasting presences in the state include Wells Fargo, Truist, and Raymond James, and the most in-demand specialties are retirement planning, estate and trust advisory, and investment portfolio management. Find a role that fits below and apply directly.
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.
See All 17 Wealth Management Advisor Jobs in North Carolina
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Find JobsWealth Management Advisor Jobs by City in North Carolina
Where North Carolina roles are concentrated, by current openings.
Wealth Management 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 management advisor jobs across North Carolina.
- Active FINRA Series 65 or Series 66 license recognized in North Carolina
- Bachelor's degree in finance, economics, or a closely related field
- Demonstrated experience managing client investment portfolios or financial plans
- CFP designation preferred or actively in progress for senior advisory roles
- Proficiency with financial planning software and CRM platforms used in advisory practices
- Strong interpersonal skills for building and retaining long-term client relationships
Wealth Management Advisor Jobs in North Carolina: Frequently Asked Questions
How do you become a wealth management advisor in North Carolina?
To work as a wealth management advisor in North Carolina, you need to pass the FINRA Series 65 exam to register as an Investment Adviser Representative, or the Series 66 if paired with a Series 7. North Carolina advisors register through the North Carolina Secretary of State Securities Division. Most hiring employers also expect a bachelor's degree in finance or a related field, and many candidates pursue the CFP designation to strengthen their credentials.
How much do wealth management advisors make in North Carolina?
Wealth management 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 management advisors in North Carolina?
Employers hiring wealth management advisors in North Carolina right now include JPMorganChase, Beacon Pointe Advisors, and UBS, based on current listings on Migrate Mate as of August 2026. Charlotte's status as a major U.S. banking hub means a large share of openings come from banks and broker-dealers with significant regional operations rooted in the state.
Which North Carolina cities have the most wealth management advisor jobs?
Charlotte, Raleigh, and Winston-Salem have the most wealth management advisor openings in North Carolina. Charlotte drives the largest share of hiring because it is home to major bank headquarters and wealth management divisions, while Raleigh's growing professional and technology sectors have expanded demand for financial planning services, and Greensboro draws openings from regional broker-dealers and insurance-affiliated advisory firms.
Are there remote wealth management advisor jobs in North Carolina?
Yes, but they are less common than in purely analytical roles because wealth management advising is relationship-driven and many clients and employers expect in-person or hybrid availability. About 50% of wealth management advisor openings tied to North Carolina are remote or hybrid as of August 2026, and the positions most likely to offer flexibility are financial planning analyst and associate advisor roles that handle planning work rather than direct client relationship management.
How can I get hired as a wealth management advisor in North Carolina with little or no experience?
The most realistic entry path is joining a large bank or wirehouse through an associate advisor or financial advisor training program. Wells Fargo and Truist both operate structured new-advisor development programs in North Carolina that pair trainees with senior advisors while they complete their licensing. Candidates who already hold the Series 65 or are actively studying for it stand out, and an internship at a Charlotte or Raleigh registered investment advisory firm is a strong lateral move into full-time advisory work.
Where can I find and apply to wealth management advisor jobs in North Carolina?
You can find and apply to wealth management advisor jobs in North Carolina on Migrate Mate, which lists current openings across the state. Find roles that fit your experience and credentials and apply directly.
See All 17 Wealth Management Advisor Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
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