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Client-Centric Investment Advisor & Planner
Job in
Durham, Durham County, North Carolina, 27703, USA
Listed on 2026-08-09
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments Inc. seeks an in-branch financial planning professional to develop customized financial plans for existing clients and warm leads at the Investor Center.
You will guide clients through investment decisions, utilizing Fidelity’s planning tools, and present solutions that suit their needs while growing lasting relationships with a dedicated local advisor. The role emphasizes client-first guidance in a fast-paced environment.
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