Wealth Management Specialist jobs in Raleigh, NC

Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)

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Executive Assistant--Wealth Management
  • 10X Recruiting Partners
  • Raleigh, NC FULL_TIME
  • Position: Executive Assistant–Wealth Management

    Summary:
    Our wealth management company is seeking a Wealth Management Associate based in Raleigh, NC. You will be a vital part of the Client Experience and will oversee our hospitality initiatives. You will work closely with our advisory team to implement the best experience for all existing and new clients.

    An Wealth Management Associate Is the first point of contact for client Interactions and leads our community engagement Initiatives. The ideal candidate is exceptionally polished, professional, and driven. Primary responsibilities may include the following, among others:

    Essential Duties and Responsibilities:

    To Perform the job successfully, the Individual must be able to perform each essential duty to the team's satisfaction:

    • Greet all In-person meetings
    • Schedule links for all virtual meetings and setup calls
    • Prepare meeting spaces
    • Meeting confirmation and follow up
    • Answer all Incoming calls
    • Assist with planning and preparation of client and employee events
    • Provide high-level administrative support and personal assistant duties managing partners and wealth associates
    • Proofread and distribute client content
    • Answer telephone, route calls, and take and distribute messages appropriately
    • Prepare conference rooms for meetings; clean and sanitize conference rooms after meetings •
    • Greet clients and visitors with courtesy and enthusiasm
    • Provide general office support including copying, faxing, and filing, as well as handling office and personal errands
    • Process and manage incoming and outgoing communications (fax, mail, packages, and email) following firm’s compliance policies
    • Manage calendars and schedule meetings and appointments, including authorization and logistical coordination with facilities, security, IT, and caterers • Arrange complex and detailed travel plans and itineraries for business travel; manage and reconcile expense reports
    • Manage a high volume of tasks with keen attention to detail and a high degree of accuracy •
    • Serve as a back-up to additional administrative professionals as needed (cover front desk or other tasks as needed)
    • Communicate effectively with internal team members and external partners, positively and professionally
    • Possible travel to assist executives and direct manager
    • Perform other duties and special projects as assigned

    KNOWLEDGE, SKILLS, AND/OR ABILITIES:
    The following skills and abilities are required to perform this job successfully:

    • Willingness to learn, be a self-starter, with a “get-it-done” attitude
    • Excellent written verbal communication skills
    • Proficient computer skills including Microsoft Office Suite
    • Financial services background preferred but not required

    EDUCATION AND/OR EXPERIENCE REQUIRED
    • College degree preferred, or a minimum 5-10 years of relevant experience working with executive personnel and/or training, or equivalent combination of education and experience
  • 10 Days Ago

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Wealth Client Management Consultant
  • CAPTRUST
  • Raleigh, NC OTHER
  • Overview WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The C...
  • 16 Days Ago

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Nurse Practitioner
  • Specialist Office
  • Wilson, NC FULL_TIME
  • Nurse Practitioner or Physician Assistant – OncologyWilson, North CarolinaMUST:Registered Nurse Practitioner or Physician AssistantMust have 2-3 years of NP/PA experienceOncology experience requiredGr...
  • 3 Days Ago

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Office Specialist, Now Hiring
  • TruGreen - Lawn Specialist
  • Cary, NC FULL_TIME
  • TruGreen is Now Hiring Lawn Specialists!00 per Hour - Comprehensive Benefits 00 per hour Average income is $850 - $1,200 per week* - Based on hourly rate and average bonuses earned for qualifying spec...
  • 22 Days Ago

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Interior Designer/Sales Associate
  • Influx of Wealth
  • Greenville, NC PART_TIME
  • We are seeking a friendly, customer-oriented individual to join our team as an Interior Designer & Sales Associate. In this role, you will assist customers in finding the right products for their need...
  • 8 Days Ago

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Lawn Specialist
  • TruGreen - Lawn Specialist - Cary, NC
  • Franklinton, NC FULL_TIME
  • TruGreen is Hiring Residential Lawn SpecialistsImmediate Openings in Cary, NCAt TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with TruGreen...
  • 3 Days Ago

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0 Wealth Management Specialist jobs found in Raleigh, NC area

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HCM Associate Solutions Consultant Remote
  • HUB International
  • Raleigh, NC
  • Associate Solutions Consultant (Urgent Hire and Remote) ABOUT US At HUB International, we are a team of entrepreneurs. W...
  • 3/29/2024 12:00:00 AM

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Validation Engineer
  • Barry-Wehmiller Companies
  • Raleigh, NC
  • About Us: Design Group operates from more than 45 offices in the United States and India, providing engineering, consult...
  • 3/29/2024 12:00:00 AM

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Inside Sales Representative
  • Advisors North Carolina (PNY-RL)
  • Cary, NC
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/29/2024 12:00:00 AM

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Entry Level Account Rep
  • USHA - Raleigh (PNY-RL)
  • Raleigh, NC
  • Job Description Job Description Ready to Make a Difference? Our Entry Level Account Reps can make a real difference in p...
  • 3/28/2024 12:00:00 AM

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Financial Advisor - Cary, NC - Market 27, Region 284
  • Edward Jones
  • Cary, NC
  • The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
  • 3/28/2024 12:00:00 AM

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Financial Advisor
  • Virginia Asset Management
  • Raleigh, NC
  • Job Description Job Description As a Financial Advisor at Virginia Asset Management in our Raleigh office, you can live ...
  • 3/27/2024 12:00:00 AM

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Account Executive
  • Raleigh Division (PNY-RL)
  • Raleigh, NC
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/26/2024 12:00:00 AM

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INSURANCE SALES AGENT - REMOTE
  • The Prugar Agency
  • Raleigh, NC
  • The Prugar Agency protects families with Life, Whole Life, Mortgage Protection, Annuities, Index Universal Life, and mor...
  • 3/25/2024 12:00:00 AM

According to the United States Census Bureau, Raleigh occupies a total area of 144.0 square miles (373.0 km2), of which 142 square miles (369 km2) is land and 0.97 square miles (2.5 km2), or 0.76%, is covered by water. The Neuse River flows through the northeast end of the city. Raleigh is located in the northeast central region of North Carolina, where the Piedmont and Atlantic Coastal Plain regions meet. This area is known as the "fall line" because it marks the elevation inland at which waterfalls begin to appear in creeks and rivers. As a result, most of Raleigh features gently rolling hil...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$72,476 to $115,778
Raleigh, North Carolina area prices
were up 1.5% from a year ago

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