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Wealth Advisor: Personal Strategy & Growth

Job in Cary, Wake County, North Carolina, 27518, USA
Listing for: The Fidelity Bank
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 250000 USD Yearly USD 250000.00 YEAR
Job Description & How to Apply Below

The Fidelity Bank is seeking a Financial Advisor to serve high-net-worth clients typically in the $250K - $2MM segment, delivering a structured advice experience across inquiry, planning, implementation and reviews. The Financial Advisor partners with specialists as needed to ensure proactive client engagement.

You will develop and manage investment strategies, perform comprehensive reviews, and work with banking teams to expand wealth management opportunities while maintaining documentation and

We would love to welcome a new Wealth Advisor:
Personal Strategy & Growth to our team in Cary, NC, United States.

The following position is for a Wealth Advisor:
Personal Strategy & Growth with The Fidelity Bank.

Our organisation is growing, and we are hiring a Wealth Advisor:
Personal Strategy & Growth in Cary, NC, United States.

This position is for the Wealth Advisor:
Personal Strategy & Growth role at The Fidelity Bank.

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