Wealth Management Associate Jobs in North Carolina
Wealth Management Associate jobs in North Carolina are in steady demand, with a market concentrated in private banking, independent advisory firms, and the wealth divisions of regional and national financial institutions, covering roles from entry-level client service to senior relationship manager. Charlotte, Raleigh, and Greensboro account for the bulk of hiring, anchored by employers such as Wells Fargo, Truist Financial, and Bank of America, all of which maintain significant wealth management operations in the state. The most sought-after specialties right now are financial planning, high-net-worth client relations, and portfolio analysis. Find a role that fits below and apply directly.
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Showing 5 of 24+ Wealth Management Associate jobs
WHAT IS THE OPPORTUNITY?
WHAT WILL YOU DO?
- Strategic Planning and Execution: Develops and implements comprehensive product and program strategies that align with the overall business objectives and client needs.
- Product Development and Innovation: Plays a key role in the development and launch of new wealth management products and services, ensuring they meet client needs and market demands per client segmentation guidelines.
- Drive WM Fee Income Revenue: Effectively implement product and program strategies crucial for attracting and retaining clients to drive WM fee income
- Competitive Analysis: Analyzes the competitive landscape to identify best practices and opportunities for differentiation
- Process Improvement: Proactively identifies and implements process improvements to enhance efficiency and effectiveness
- Performance Monitoring and Optimization: Tracks key performance indicators (KPIs) and analyzes data to identify areas for improvement and optimization and inform the product roadmap
- Enhance Client Experience: Develop and deliver high-quality products and programs, wealth management firms can enhance the client experience and build stronger relationships
WHAT DO YOU NEED TO SUCCEED?
- Bachelor's Degree or equivalent
- 10 years of experience in Wealth Management (Private Bank and Trust Investment Management, brokerage and RIA/Asset Manager)
- 5+ years of product management, product development, strategic planningexperience including client experience, go-to-market strategies, building sales and marketing systems
- Master's degree preferred
- Partnering with stakeholders: Collaborate effectively with various internal stakeholders, including product managers, sales teams, compliance, legal, finance, marketing, and management, to ensure successful product management.
- Client Focus: Understands HNW/UHNW client needs and preferences and translates them into actionable product and program strategies
- Communication and Presentation: Effectively communicates complex information to diverse audiences, including executives, sales teams, and cross functional partners.
- Analytical and Critical Thinking: Possesses strong analytical and critical thinking skills to identify opportunities and make data-driven decisions.
- In- depth knowledge of industry and competitor products/programs as well as industry practices and standards
- Experience with research driven advisory platforms and investment products/ including alternative investments, SMAs, ETFs and mutual funds.
- Ability to effectively manage multiple competing high priority projects with varying deadlines
- High degree of personal accountability and teamwork with the ability to effectively execute strategic initiatives with stated objectives
WHAT'S IN IT FOR YOU?
Benefits and Perks
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
ABOUT US
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
- Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
WHAT IS THE OPPORTUNITY?
WHAT WILL YOU DO?
- Strategic Planning and Execution: Develops and implements comprehensive product and program strategies that align with the overall business objectives and client needs.
- Product Development and Innovation: Plays a key role in the development and launch of new wealth management products and services, ensuring they meet client needs and market demands per client segmentation guidelines.
- Drive WM Fee Income Revenue: Effectively implement product and program strategies crucial for attracting and retaining clients to drive WM fee income
- Competitive Analysis: Analyzes the competitive landscape to identify best practices and opportunities for differentiation
- Process Improvement: Proactively identifies and implements process improvements to enhance efficiency and effectiveness
- Performance Monitoring and Optimization: Tracks key performance indicators (KPIs) and analyzes data to identify areas for improvement and optimization and inform the product roadmap
- Enhance Client Experience: Develop and deliver high-quality products and programs, wealth management firms can enhance the client experience and build stronger relationships
WHAT DO YOU NEED TO SUCCEED?
- Bachelor's Degree or equivalent
- 10 years of experience in Wealth Management (Private Bank and Trust Investment Management, brokerage and RIA/Asset Manager)
- 5+ years of product management, product development, strategic planningexperience including client experience, go-to-market strategies, building sales and marketing systems
- Master's degree preferred
- Partnering with stakeholders: Collaborate effectively with various internal stakeholders, including product managers, sales teams, compliance, legal, finance, marketing, and management, to ensure successful product management.
- Client Focus: Understands HNW/UHNW client needs and preferences and translates them into actionable product and program strategies
- Communication and Presentation: Effectively communicates complex information to diverse audiences, including executives, sales teams, and cross functional partners.
- Analytical and Critical Thinking: Possesses strong analytical and critical thinking skills to identify opportunities and make data-driven decisions.
- In- depth knowledge of industry and competitor products/programs as well as industry practices and standards
- Experience with research driven advisory platforms and investment products/ including alternative investments, SMAs, ETFs and mutual funds.
- Ability to effectively manage multiple competing high priority projects with varying deadlines
- High degree of personal accountability and teamwork with the ability to effectively execute strategic initiatives with stated objectives
WHAT'S IN IT FOR YOU?
Benefits and Perks
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
ABOUT US
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
- Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
See All 24 Wealth Management Associate Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
Find JobsWealth Management Associate Jobs by City in North Carolina
Where North Carolina roles are concentrated, by current openings.
Wealth Management Associate Job Market in North Carolina
A snapshot from current North Carolina openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Insurance
- Banking & Financial Services
What North Carolina Employers Look For
The qualifications that appear most often in wealth management associate jobs across North Carolina.
- FINRA Series 7 and Series 66 licenses required or must be obtained promptly upon hire
- Bachelor's degree in finance, economics, business, or a closely related field required
- One to three years of experience in financial services, banking, or client-facing advisory roles
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Strong understanding of investment products including equities, fixed income, and managed accounts
- Excellent client communication skills with demonstrated ability to build long-term relationships
Wealth Management Associate Jobs in North Carolina: Frequently Asked Questions
How do you become a wealth management associate in North Carolina?
Most wealth management associate roles in North Carolina require a bachelor's degree in finance, business, or economics alongside FINRA licensing, typically the Series 7 and Series 66 or Series 65. FINRA licenses are federally administered but your employing firm sponsors and registers you through FINRA's Central Registration Depository. North Carolina does not require a separate state investment adviser license for associates working under a registered firm, so clearing FINRA exams is the core credentialing step.
How much do wealth management associates make in North Carolina?
Wealth management associates 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 associates in North Carolina?
Employers hiring wealth management associates in North Carolina right now include Wells Fargo, JPMorganChase, and NTT DATA, based on current listings on Migrate Mate as of September 2026. North Carolina's concentration of major bank headquarters and large regional advisory firms in Charlotte in particular means consistent openings across both wirehouse and independent channels.
Which North Carolina cities have the most wealth management associate jobs?
Charlotte, Raleigh, and Cary have the most wealth management associate openings in North Carolina. Charlotte dominates because it is home to the headquarters or major operations of several of the largest U.S. banks and wealth management firms, while Raleigh and Greensboro benefit from a growing professional population and the presence of large regional financial institutions and independent advisory practices.
Are there remote wealth management associate jobs in North Carolina?
Yes, but they are less common than in purely analytical roles because the position is fundamentally relationship-driven and most firms prefer at least a hybrid arrangement to support in-person client contact. About 58% of wealth management associate openings tied to North Carolina are remote or hybrid as of September 2026. The tasks most often performed remotely include financial plan preparation, portfolio review, and client reporting rather than prospecting or in-person advisory meetings.
How can I get hired as a wealth management associate in North Carolina with little or no experience?
The most realistic entry path is through a bank or wirehouse new-graduate program, and Charlotte is the best place to look given the concentration of firms like Wells Fargo, Truist Financial, and Bank of America, all of which run structured associate or financial advisor training programs for candidates without prior advisory experience. Adjacent roles such as bank teller, client service representative, or financial analyst provide a stepping stone, and completing your Series 7 and Series 66 before applying gives you a clear edge over candidates who have not yet started the licensing process.
Where can I find and apply to wealth management associate jobs in North Carolina?
You can find and apply to wealth management associate jobs in North Carolina on Migrate Mate, which lists current openings in the state. Search the available roles, identify the ones that fit your experience and location, and apply directly to each employer.
See All 24 Wealth Management Associate Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
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