Wealth Planning & Investment Advisor

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

Job summary

Fidelity Investments Inc. in Cary, NC, is seeking a client-focused financial professional who will develop customized financial plans using Fidelity’s planning tools and a broad range of investment solutions.

Your good judgment and keen product knowledge will guide you. Instead of sourcing new customers, you will engage with existing clients and warm leads, focusing on providing investment solutions and growing relationships with a dedicated local advisor.

Qualifications

• FINRA Series 7 & 66, or ability to acquire Series 66 upon hire.
• Strong knowledge of investment solutions and guiding client decisions.
• Excellent communication and consultative skills for client discussions.
• Degree or equivalent experience; professional certifications beneficial.

Responsibilities

• Develop customized financial plans using Fidelity tools for clients.
• Engage with existing clients and warm leads to grow relationships.
• Present and implement investment solutions aligned with client needs.
• Collaborate with local advisor teams to support client goals.

Skills

FINRA Series 7 & 66 licensed / ability

Communication skills

Interpersonal skills

Education

Bachelor's degree or equivalent

Job description

Fidelity Investments Inc. in Cary, NC, is seeking a client-focused financial professional who will develop customized financial plans using Fidelity’s planning tools and a broad range of investment solutions.

Your good judgment and keen product knowledge will guide you. Instead of sourcing new customers, you will engage with existing clients and warm leads, focusing on providing investment solutions and growing relationships with a dedicated local advisor.