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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Overview

Open roles17
Top employerJPMorganChase
Top cityCharlotte, NC
Cities hiring8
Work type50% On-site
Top industryBanking

Showing 5 of 17+ Wealth Management Advisor jobs

JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - Charlotte / Mountain Island
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JPMorganChase
Added 2d ago
J.P. Morgan Wealth Management - Private Client Advisor - Charlotte / Mountain Island
JPMorganChase
Charlotte, North Carolina
Executive Leadership & C-Suite
Program Management
Project Management
Bachelor's degree
10,000+

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JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - Mooresville, NC
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JPMorganChase
Added 2d ago
J.P. Morgan Wealth Management - Private Client Advisor - Mooresville, NC
JPMorganChase
Mooresville, North Carolina
Executive Leadership & C-Suite
Program Management
Project Management
Bachelor's degree
10,000+

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PNC Financial Services Group
Wealth Advisor - PNC Wealth Management
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PNC Financial Services Group
Added 4d ago
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group
Charlotte, North Carolina
Business Development
Customer Success
Sales
Bachelor's degree
10,000+

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JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - Kernersville, NC
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JPMorganChase
Added 1w ago
J.P. Morgan Wealth Management - Private Client Advisor - Kernersville, NC
JPMorganChase
Kernersville, North Carolina
Customer Service
Customer Support
Hospitality & Guest Services
Bachelor's degree
10,000+

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Truist
Wealth Advisor Platform Senior Product Manager - Fiduciary
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Truist
Added 1mo ago
Wealth Advisor Platform Senior Product Manager - Fiduciary
Truist
Charlotte, North Carolina
Account Management
Business Development
Partnerships & Business Development
Sales
On-Site
Master's degree in accounting
10,000+

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See All 17 Wealth Management Advisor Jobs in North Carolina

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Wealth Management Advisor Jobs by City in North Carolina

Where North Carolina roles are concentrated, by current openings.

Charlotte
7 jobs
Raleigh
3 jobs
Winston-Salem
2 jobs
Cary
1 job
Chapel Hill
1 job
Mooresville
1 job
Kernersville
1 job
Raleigh-Durham
1 job

Wealth Management Advisor Job Market in North Carolina

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

Who's Hiring

JPMorganChase
JPMorganChase5 open roles
Beacon Pointe Advisors
Beacon Pointe Advisors3 open roles
UBS
UBS1 open role

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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