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Wealth Planning Advisor | Build Portfolios & Retirement Plans
Job in
Cary, Wake County, North Carolina, 27518, USA
Listed on 2026-08-25
Listing for:
Right By You Mortgage
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
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.
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