FULL_TIME

FEED

YEAR

Industry experience in wealth management or fintech is a strong plus, but the most important attribute is a demonstrated ability to learn quickly, take initiative, and execute at a high level. The ideal candidate is self-driven, highly accountable, and proactive, with strong communication skills and the ability to quarterback client relationships end-to-end.

Advyzon

Relationship Manager - Financial Services, North Hills, NC

partner JazzHR

UNKNOWN

The firm qualifies, enrolls, and assigns clients to advisors, allowing you to focus on what you do best: developing trusted relationships, delivering comprehensive financial planning, and helping clients make informed decisions that improve their financial well-being over time. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2.

Financial Engines

Director, Financial Planning (Raleigh, NC)

ea_via_bold

Maintains an active role in monitoring operational matters, including Trust account service activities, and assisting with resolving client service issues as needed. Updates wealth management/Trust databases, maintains client records and conducts ad-hoc research or project assignments as requested by management team.

HOUR

Pyramid Consulting, Inc

Trust Processor I

jobdiva

ADAPTED_NOW

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and gaps, and communicate sophisticated concepts in a practical and actionable manner to financial advisors. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Osaic

Senior Estate Planning Strategist

nas_advisorgrouporganic

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model.

Bank of America

Relationship Manager

sourcestack_via_bold

The Market Supervision Manager (MSM) supports the Firm's business objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Merrill Market Supervision Manager

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. Over 10,000 advisors partner with AssetMark for our investment offerings, innovative technology, advanced services, and expertise, which they use to delight their clients and grow their businesses.

AssetMark Financial Holdings

Associate Engineer

You'll own multiple features or complex feature groups, working at the intersection of wealth management and software design to build products that make a meaningful impact for financial advisors and their clients. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.

AssetMark, Inc.

Product Manager

linkup_via_bold

We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

NFP Corp

Compensation Manager

[AW]-iCims

Client Engagement: Warmly greet clients upon arrival and answer incoming phone calls with a polite, professional demeanor, providing a high level of white-glove customer service. Portal Management: Navigate and interact with various investment company web portals to submit forms, retrieve account statements, and process administrative requests.

Nease Personnel

Client Service Representative | Office Support

HaleyMarketing

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

LPL Financial Holdings Inc

VP, Distribution Strategy

Prior experience working in public accounting (with a mix of tax and audit exposure) or managing finances within a single/multi-family office, private equity, or high-net-worth wealth management practice. Sunrock Industries maintains an approved vendor list for recruiting services and will only consider candidate submissions from approved firms when Sunrock has specifically engaged the firm to assist with a search for designated roles.

Sunrock

Controller (Family Office)

clearcompany

This role operates at the intersection of legacy ETL systems, modernized scheduling frameworks, and business critical data pipelines, requiring deep technical expertise, domain knowledge, and hands-on leadership across the full software lifecycle. Responsible for the design, maintenance, modernization, and operational stability of core Wealth Management technology platforms supporting investment management, trust operations, regulatory reporting, and advisor data delivery.

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. As the largest family-controlled bank in the United States, First Citizens is continuing a unique legacy of strength, stability, and long-term thinking that has spanned generations. Founded in 1898 and headquartered in Raleigh, N.C., First Citizens also operates a nationwide direct bank and a network over 550 branches in 22 states. Industry specialists bring a depth of expertise that helps businesses and individuals meet their specific goals at every stage of their financial journey. First Citizens Bank brings together personal service and powerful tools to help customers do more with their money – and make more of their future.  
 
Looking for a career with CIT? CIT is now a division of First Citizens Bank.
First Citizens Bank. Forever First®

First Citizens Bank

Lead Software Engineer

This leader partners closely with Financial Advisors, Relationship Managers, and other client-facing teams to provide expert guidance, identify client needs, and enhance the organization's capability to deliver comprehensive, risk-managed insurance solutions. Identify, evaluate, and manage relationships with Independent Marketing Organizations (IMOs), Brokerage General Agencies (BGAs), and carrier partners to expand the division's product capabilities, distribution reach, and non-interest income potential.

United Bank, Inc.

Director Of Insurance Solutions

Stakeholder Management: Partner with the division's leadership team and risk partners to ensure risk and control matters are appropriately considered as part of new and existing operations, technology and oversight processes. In this role, you will be at the forefront of the business, partnering with leaders, product teams, and risk experts to bring new investment wealth management capabilities to life for both clients and advisors.

Vanguard Group

Director, Assurance & Control Specialist

RWM has found its niche in reaching clients through entertaining and informative content and providing better solutions by taking on new opportunities, all while leaving its own personal footprint within the industry with conferences like the Future Proof Festival. A day in the life of a Client Service Associate can look like this: Cultivating and enhancing new and existing client relationships through active communication, processing client requests, resolving inquiries, and providing guidance.

Ritholtz Wealth Management

Client Service Asociate

BreezyHR

Platform Administration and Configuration: Configure and maintain users, roles, profiles, permission sets, public groups, queues, page layouts, record types, Lightning pages, custom fields, validation rules, and other platform capabilities required to support business operations. Global Delivery & Continuous Improvement: Participate actively in agile ceremonies, retrospectives, documentation, testing, and knowledge sharing across the GCC and U.S. teams, and responsibly use AI-assisted methods to improve administration, analysis, documentation, and troubleshooting.

Asset Mark

Salesforce Administrator

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.

Farther

Business Development Specialist - Association Sales & Outreach

GreenHouseAPI

The Domain Data Steward bridges business intent and technical delivery-ensuring data across operational wealth engines and analytical environments is inherently trusted, high-quality, regulatory-defensible, and structurally aligned to power core business operations, advisor tools, and executive analytics. Drive Business Adoption: Act as the primary advocate for the domain to business consumers (advisors, wealth operations, executive reporting)-building confidence in data assets, accelerating self-service analytics, and driving adoption of certified data products.

Wealth Management Advisor Jobs in North Carolina

Relationship Manager - Financial Services, North Hills, NC Advyzon

Director, Financial Planning (Raleigh, NC) Financial Engines

Trust Processor I Pyramid Consulting, Inc

Senior Estate Planning Strategist Osaic

Relationship Manager Bank of America

Merrill Market Supervision Manager Bank of America

Associate Engineer AssetMark Financial Holdings

Product Manager AssetMark, Inc.

Associate Engineer AssetMark, Inc.

Compensation Manager NFP Corp

Client Service Representative | Office Support Nease Personnel

VP, Distribution Strategy LPL Financial Holdings Inc

Controller (Family Office) Sunrock

Lead Software Engineer First Citizens Bank

Director Of Insurance Solutions United Bank, Inc.

Director, Assurance & Control Specialist Vanguard Group

Client Service Asociate Ritholtz Wealth Management

Salesforce Administrator Asset Mark

Business Development Specialist - Association Sales & Outreach Farther

Senior Domain Data Steward Vanguard Group

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