Wealth Advisor & Investment Planning Specialist

Fidelity Bank; Cary (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Fidelity Bank in Cary, NC is seeking a Financial Advisor to serve clients typically in the $250K-$2MM segment, delivering a structured advisory experience from inquiry through planning, implementation and reviews.

The role partners with specialists and bank teams to grow assets, deepen client relationships, and provide guidance on retirement planning, education planning and legacy strategies while maintaining compliance.

Qualifications

• Bachelor degree with 4 years’ experience in financial advisory, planning, brokerage, or Bank-based investment programs or an equivalent combination of education and experience.
• Strong sales, business development, and networking skills.
• Excellent interpersonal, presentation, and relationship management skills.
• Ability to communicate complex financial concepts clearly.
• Strong organizational skills and attention to detail.

Responsibilities

• Develop and maintain a portfolio of investment and wealth management clients.
• Conduct comprehensive financial reviews and needs analyses. Deliver personalized financial planning and investment recommendations.
• Build long-term trusted advisor relationships through proactive communication and ongoing portfolio reviews.
• Generate new investment assets through referrals, prospecting, and community involvement.
• Partner with banking teams to identify wealth management opportunities and conduct client seminars.
• Meet or exceed production, asset growth, and client acquisition goals.
• Develop and implement tailored investment strategies aligned with client goals.
• Monitor portfolio performance and adjust as needed.
• Stay informed of market trends and regulatory developments.
• Maintain complete client documentation and comply with fiduciary requirements.

Job description

Fidelity Bank in Cary, NC is seeking a Financial Advisor to serve clients typically in the $250K-$2MM segment, delivering a structured advisory experience from inquiry through planning, implementation and reviews.

The role partners with specialists and bank teams to grow assets, deepen client relationships, and provide guidance on retirement planning, education planning and legacy strategies while maintaining compliance.