Wealth Planning Advisor | Build Portfolios & Retirement Plans

Right By You Mortgage; Cary (NC); Sur place; USD 70 000 - 110 000; Plein temps

Résumé du poste

Fidelity Bank is seeking an experienced Financial Advisor in Cary, NC, to manage a wealth-management client base in the $250K–$2MM segment. You will deliver structured advisory services, from inquiry and planning through implementation and regular reviews, collaborating with specialists as needed.

You will conduct thorough needs analyses, present personalized investment recommendations, and build long-term relationships across banking and wealth management products.

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.
• FINRA Series 7 License.
• FINRA Series 66 (or Series 63 and 65).
• North Carolina Life and Health Insurance License (or ability to obtain within a specified timeframe).
• Strong understanding of investment products, retirement planning, financial planning, and wealth management principles.
• Excellent interpersonal, presentation, and relationship management skills.
• Proven ability to identify client needs and recommend appropriate solutions.
• Strong sales, business development, and networking skills.
• Ability to communicate complex financial concepts in a clear and understandable manner.
• Strong organizational skills and attention to detail.
• Commitment to delivering exceptional client service consistent with Fidelity Bank's relationship-focused culture.

Responsabilités

• Develop and maintain a portfolio of investment and wealth management clients.
• Conduct comprehensive financial reviews and needs analyses; deliver personalized 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 networking.
• Partner with banking teams to identify and cultivate wealth management opportunities; conduct seminars and workshops.
• Meet or exceed production, asset growth, and client acquisition goals.
• Develop and implement tailored investment strategies aligned with client goals.
• Provide guidance on retirement, education, wealth accumulation, and legacy planning.
• Monitor portfolio performance and adjust as needed.
• Stay informed of market trends, economic conditions, and product developments.
• Ensure compliance with SEC, FINRA, state insurance, and Bank regulations.
• Maintain accurate client documentation and records.

Connaissances

Client relationship management

Financial planning

Needs analysis

Investment recommendations

Communication skills

Sales & business development

Regulatory compliance

Formation

Bachelor degree + 4 years experience in financial advisory

Description du poste

Fidelity Bank is seeking an experienced Financial Advisor in Cary, NC, to manage a wealth-management client base in the $250K–$2MM segment. You will deliver structured advisory services, from inquiry and planning through implementation and regular reviews, collaborating with specialists as needed.

You will conduct thorough needs analyses, present personalized investment recommendations, and build long-term relationships across banking and wealth management products.