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Wealth Advisor & Investment Planning Specialist
Job in
Cary, Wake County, North Carolina, 27518, USA
Listed on 2026-08-25
Listing for:
Fidelity Bank
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
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.
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