Wealth Advisor & Investment Planning Specialist
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
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.
Step into the Wealth Advisor & Investment Planning Specialist role at Fidelity Bank in Cary, NC, United States and grow with us.
We invite applications for the Wealth Advisor & Investment Planning Specialist position located in Cary, NC, United States.
The following role is for a Wealth Advisor & Investment Planning Specialist with Fidelity Bank.
Our team is growing, and we are hiring a Wealth Advisor & Investment Planning Specialist in Cary, NC, United States.
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