Wealth Management Client Service Associate
Allworth Financial
Durham, NC · Posted November 8, 2026
Just laid off? Start here: a plan for the first weeks
See every open role at Allworth Financial
More in North Carolina job market · Financial Services & Banking · Investment jobs
Similar jobs
- Senior Financial Planner · LPL Financial · Charlotte, NC
- Merrill Wealth Management Client Associate – Advisor Development Program: Midtown Manhattan Market · Merrill · NY
- Senior Wealth Advisor | San Gabriel Valley · Citigroup Global Markets · Pasadena, CA
- Associate Wealth Advisor · Mid Oregon Credit Union · Bay City, TX
- Financial Advisor - Michigan State University Federal Credit Union · Mid Oregon Credit Union · Grand Rapids, MI
- Financial Advisor - Summit Credit Union · LPL Financial · Baraboo, WI
Where Durham, NC ranks
Where Durham, NC placed in our monthly rankings, month by month. Each month stays online at its own address.
November 2026
- #4Best cities for director and executive jobs in the Southeast27% · of 87
- #10Best cities for entry-level jobs that want AI skills in the Southeast7% · of 77
- #10Best cities for junior jobs in North Carolina25% · of 11
- #12Best cities for clinical jobs76 openings · of 22
- #13Best cities for education jobs155 openings · of 47
- #13Best cities for AI-skill jobs in the Southeast10% · of 87
How AI is used in this kind of work
Among personal financial advisors, AI is already used for a large share of the tasks. Measured exposure for personal financial advisors: 35% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
...Allworth Financial is seeking a Service Associate – Client Support in our Durham, NC office. You will provide administrative support to the advisory team and ensure a seamless client experience. Duties include handling inquiries, processing transactions, and managing...