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Client-Focused Wealth Advisor (Series 7​/66

Job in Greensboro, Guilford County, North Carolina, 27497, USA
Listing for: Fidelity Investments Inc.
Full Time position
Listed on 2026-08-01
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Client-Focused Wealth Advisor (Series 7/66)

Fidelity Investments Inc. in Greensboro, NC seeks a client-focused professional to work in our Investor Center, mentoring clients and delivering personalized financial planning while expanding the firm's reach.

You will engage in face-to-face conversations, develop relationships, and apply investment knowledge within an open architecture platform, supported by strong resources and ongoing training to foster long-term client success.

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