Top 42 Wealth manager Jobs in Fuquay Varina, Nc

Wealth Planning Senior Associate
CAPTRUST —Raleigh, NC
- $75,000 - $125,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health savings account
- Disability insurance
Entry Level – Financial Advisor
Equitable Advisors —Raleigh, NC
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Wealth Management Associate
Curi Capital —Raleigh, NC
- $60,000 - $70,000 a year
- Hybrid work
- Research
- Office
- Finance
- Paid holidays
- Disability insurance
J.P. Morgan Wealth Management - Private Client Advisor - Cary, NC
JPMorganChase —Cary, NC
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Wealth Management Associate
Equitable Advisors —Raleigh, NC
- Entry level
- Employee stock purchase plan
- Disability insurance
Wealth Management Planning Coordinator
Redwood Financial Network —Apex, NC
- $50,000 - $70,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
5d
Registered Wealth Management Client Associate
Bank of America —Raleigh, NC
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Wealth Management Trainee (NC)
Bankers Life —Raleigh, NC
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Advisor (Raleigh, NC)
Mercer Advisors —Raleigh, NC
- $85,000 - $145,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- CPA
- Paid parental leave
- Health savings account
Quick Apply
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Raleigh-Durham, NC
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Employee Benefits Financial Analyst
HUB International —Raleigh, NC
- Full-time
- Customer service
- Mid-level
- Office
- Wellness program
- Paid parental leave
14d
Wealth Consultant
First Citizens Bank —Raleigh, NC
- Full-time
- Office
- 8 years
- High school diploma or GED
U.S. Private Bank - Private Banker - Associate
JPMorganChase —Raleigh, NC
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Premier Client Banker II
First Citizens Bank —Raleigh, NC
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
11d
Senior Wealth Strategist
Truist Bank —Raleigh, NC
- Full-time
- CPA
- Public speaking
- 11+ years
- AD&D insurance
- Paid holidays
Financial Advisor
First Command Financial Services, Inc. —Raleigh, NC
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Lead Advisor - New Market - Raleigh - Durham, NC
Brighton Jones —Raleigh-Durham, NC
- $150,000 - $350,000 a year
- Full-time
- CPA
- Public speaking
- Business development
- Profit sharing
- Paid parental leave
Financial Representative - Transitioning Military
Northwestern Mutual —Raleigh, NC
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Fidelity Bank —Cary, NC
- Full-time
- Mid-level
- Business development
- Bachelor's degree
Quick Apply
5d
Financial Professional
Equitable Advisors —Raleigh, NC
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance

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wealth manager jobs near fuquay varina, nc

Wealth Planning Senior Associate

CAPTRUST -
Raleigh, NC

Apply Now

Job Details

Full-time
$75,000 - $125,000 a year

Benefits

Health savings account
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Life insurance
Paid sick time

Qualifications

Financial planning software
Employee relationship building
Research

Full Job Description

Overview:

WHO are we looking for?

CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective client wealth management solutions. This includes support of our centralized financial planning model, onboarding new offices onto our wealth planning platform, executive financial planning, financial planning workflows, and continually developing strategies and solutions to better serve our clients. Primary responsibilities may include the following, among others:

Responsibilities:

Assist with the preparation, development, and delivery of client financial plans
Assist with training our wealth team on eMoney and our financial planning approach
Data entry as well as advanced planning in eMoney will be critical
Support the transition of client’s financial planning data into our system, eMoney, specifically the data of client’s from new CAPTRUST offices
Will work closely with financial advisors, client service, and peers on the Wealth Planning team
Support business development activities with prospective clients
Assist with ad hoc projects within required deadlines
Contribute to new research and project initiatives
May work, when necessary, beyond normal working hours
Very minimal travel expected

Qualifications:

Minimum Qualifications:

Bachelor’s degree in related field or equivalent experience
2-4+ years of relevant industry experience
Proficient in eMoney Advisor or similar financial planning software
Desire to pursue CFP designation

Desired Qualifications/Skills:

Technology savvy, proficient with Microsoft Office
In process of obtaining or already hold CFP designation
Experience at a wealth management or financial planning advisory firm
Strong communication skills, both written and verbal
Strong interpersonal skills, includes being polished, courteous, professional, and patient
Good organizational skills such as multi-tasking, adapting priorities, and meeting deadlines

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Company discretionary bonus
Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
Paid time off (PTO) or Paid Sick Leave (PSL)
Compensation range (depending on location and experience): $75,000.00- $125,000.00

WHERE will you be working?

Open to multiple CAPTRUST Office Location

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

Ability to build successful, collaborative, and trusting relationships
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
Inherent desire to give back to our communities and enrich the lives of those around us
An other-centered mindset
Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate

This position will remain open until filled.

Apply Now

Refine Your Search

wealth manager jobs in fuquay varina, nc

Wealth Planning Senior Associate

Entry Level – Financial Advisor

Wealth Management Associate

J.P. Morgan Wealth Management - Private Client Advisor - Cary, NC

Wealth Management Associate

Wealth Management Planning Coordinator

Registered Wealth Management Client Associate

Wealth Management Trainee (NC)

Wealth Advisor (Raleigh, NC)

Senior Wealth Advisor

Employee Benefits Financial Analyst

Wealth Consultant

U.S. Private Bank - Private Banker - Associate

Premier Client Banker II

Senior Wealth Strategist

Financial Advisor

Lead Advisor - New Market - Raleigh - Durham, NC

Financial Representative - Transitioning Military

Financial Advisor

Financial Professional

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