5 Wealth Management jobs in Raleigh.

Hiring now: Insurance Agent @ Horace Man, Lead Advisor @ Brighton J, Qrg Investment Management @ Envestnet, Associate Dir @ Berkadia.Explore more at jobswithgpt.com.

🔥 Skills

lead advisor (2) CFP® (2) team-based environment (2) client experience (2) marketing (2) business development (2) operations (2) compassion (2) curiosity (2) collaboration (2)

📍 Locations

Raleigh (3) Cary (1) Durham (1)
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Horace Mann

Insurance Agent Cary
Skills & Focus: insurance, financial services, educators, sales, management, client service, relationship-building, networking, market access, incentives
About the Company: Horace Mann Educators Corporation - Founded by Educators for Educators. We're the country's most comprehensive multiline insurance and financial services compa…
Experience: 2-4 years of experience in the insurance and financial services industry preferred.
Salary: Performance-based compensation + 48-month incentive package
Type: Full-time
Benefits: Dedicated Premier Service Rep, technology and continued training, multiline product portfolio, earning incentives.

Brighton Jones

Lead Advisor Durham
Skills & Focus: lead advisor, CFP®, team-based environment, client experience, marketing, business development, operations, compassion, curiosity, collaboration
About the Company: We are the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our mission goes …
Experience: CFP® certification and a passion for helping clients
Type: Full-time
Benefits: Investment in personal and professional growth, MESI Training, teammate-led Giving, Richer Life Partners, path to owner…

Envestnet

QRG Investment Management Operations Specialist Raleigh
Skills & Focus: Investment Operations, Client Engagement, Portfolio Monitoring, Analysis & Reporting, Communication skills, Economics, Finance, Investment management, Quantitative processes, Wealth management
About the Company: Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by…
Experience: Bachelor’s degree in Economics, Finance or related disciplines desired
Type: Hybrid
Benefits: Health Benefits (Health/Dental/Vision), Paid Time Off (PTO) & Volunteer Time Off (VTO), 401K – Company Match, Annual Bo…

Brighton Jones

Lead Advisor Raleigh
Skills & Focus: lead advisor, CFP®, team-based environment, client experience, marketing, business development, operations, compassion, curiosity, collaboration
About the Company: We are the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our mission goes …
Experience: CFP® certification and a passion for helping clients
Type: Full-time
Benefits: Investment in personal and professional growth, MESI Training, teammate-led Giving, Richer Life Partners, path to owner…

Berkadia

Associate Director Raleigh
Skills & Focus: commercial properties, investment advisors, client relationships, negotiations, marketing channels, legal documents, property tours, multifamily, team environment, attention to detail
About the Company: Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is a leader in the commercial real estate industry, offering a robust suite of s…
Experience: Previous experience as a Transaction Analyst, Underwriter or Associate preferred.