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Wealth Management Associate: Path to Advisor; Hybrid Raleigh

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: Curi Capital
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 70000 USD Yearly USD 60000.00 70000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Associate: Path to Advisor (Hybrid Raleigh)
A national investment advisory firm is seeking a Wealth Management Associate in Raleigh, North Carolina. This hybrid role entails performing administrative and financial planning functions for high net worth clients, assisting Wealth Advisors, and maintaining client relationships. Candidates should have an undergraduate degree and ideally 1-3 years in Wealth Management. The position offers a competitive salary ranging from $60,000 to $70,000, along with comprehensive health benefits and a collaborative team environment.
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Position Requirements
10+ Years work experience
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