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1St Shift Fidelity Financial Advisor Jobs (NOW HIRING)

Fidelity Bank

Financial Advisor

Cary, NC · On-site

The Financial Advisor partners with specialists as needed and ensures consistent, proactive client ... Commitment to delivering exceptional client service consistent with Fidelity Bank's relationship ...

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1St Shift Fidelity Financial Advisor information

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$36K

$102.1K

$144K

How much do 1st shift fidelity financial advisor jobs pay per year?

As of Sep 12, 2026, the average yearly pay for 1st shift fidelity financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is the difference between 1St Shift Fidelity Financial Advisor vs 1St Shift Fidelity Financial Analyst?

AspectFidelity Financial AdvisorFidelity Financial Analyst
CredentialsSeries 7, Series 63/66, CFP (preferred)Series 7, Series 63/66, CFA (preferred)
Work EnvironmentClient-facing, advisory meetings, salesData analysis, financial modeling, reporting
Employer & Industry UsageFinancial services, wealth managementInvestment analysis, portfolio management

While both roles require Series 7 and Series 63/66 licenses, the Fidelity Financial Advisor primarily focuses on client interactions and financial planning, whereas the Fidelity Financial Analyst concentrates on analyzing data and supporting investment decisions. Both positions are integral to Fidelity's financial services but serve different functions within the organization.

What cities are hiring for 1St Shift Fidelity Financial Advisor jobs?

Cities with the most 1St Shift Fidelity Financial Advisor job openings:

What are the most commonly searched types of Fidelity Financial Advisor jobs?

The most popular types of Fidelity Financial Advisor jobs are:

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For 1St Shift Fidelity Financial Advisor jobs, the most frequently searched job titles are:

1St Shift Fidelity Financial Advisor jobs near you
Infographic showing various 1St Shift Fidelity Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 21% Part Time, 4% Contract, and 2% Nights. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor

Cary, NC • On-site

Fidelity Bank
See more jobs at Fidelity Bankexternal

Other

Medical, Life, Retirement

Posted 10 days ago

Key responsibilities

  • Develop and maintain a portfolio of investment and wealth management clients.

  • Conduct comprehensive financial reviews and needs analyses, and deliver personalized financial planning and investment recommendations.

  • Build long-term trusted advisor relationships through proactive communication, ongoing portfolio reviews, and identifying opportunities to deepen client relationships.

Job description

Regular Full-Time Cary, NC, US

SUMMARY

The Financial Advisor is the primary advisor for clients typically in the $250K - $2MM segment (and may support "Prime" relationships as designed), delivering a structured advice experience including inquiry, planning, implementation, and periodic reviews. The Financial Advisor partners with specialists as needed and ensures consistent, proactive client engagement.

PRINCIPAL ACCOUNTABILITIES

Time: Description:

15%Develop and maintain a portfolio of investment and wealth management clients.

15%Conduct comprehensive financial reviews and needs analyses. Deliver personalized financial planning and investment recommendations based on each client's objectives, risk tolerance, and financial circumstances.

10%Build long-term trusted advisor relationships through proactive communication and ongoing portfolio reviews. Identify opportunities to deepen client relationships across banking, wealth management, trust, insurance, and lending products.

5%Generate new investment assets through referrals, prospecting, centers of influence, and community involvement.

5%Partner with retail and commercial banking teams to identify and cultivate wealth management opportunities. Conduct client seminars, educational workshops, and networking activities to enhance business development efforts.

5%Meet or exceed established production, asset growth, and client acquisition goals.

5%Develop and implement tailored investment strategies aligned with client goals. Provide guidance related to retirement planning, education planning, wealth accumulation, income strategies, and legacy planning.

5%Monitor portfolio performance and recommend appropriate adjustments, as needed.

5%Stay informed of market trends, economic conditions, investment products, and industry developments.

5%Ensure all activities comply with applicable SEC, FINRA, state insurance, and Bank regulations.

5%Maintain accurate and complete client documentation and records.

5%Adhere to all fiduciary, suitability, and disclosure requirements. Complete all required compliance training and continuing education.

5%Work collaboratively with Bank leadership and referral partners to promote a coordinated client experience.

5%Participate in sales meetings, branch visits, community events, and strategic initiatives. Serve as a resource and subject matter expert for associates regarding wealth management solutions.

5%Contribute to special tasks and projects, as assigned.

BASIC QUALIFICATIONS

Bachelor degree with 4 years’ experience in financial advisory, planning, brokerage, or Bank-based investment programs or an equivalent combination of education and experience.

ADDITIONAL QUALIFICATIONS
  • FINRA Series 7 License
  • FINRA Series 66 (or Series 63 and 65)
  • North Carolina Life and Health Insurance License (or ability to obtain within a specified timeframe.
  • Strong understanding of investment products, retirement planning, financial planning, and wealth management principles.
  • Excellent interpersonal, presentation, and relationship management skills.
  • Proven ability to identify client needs and recommend appropriate solutions.
  • Strong sales, business development, and networking skills.
  • Ability to communicate complex financial concepts in a clear and understandable manner.
  • Strong organizational skills and attention to detail.
  • Commitment to delivering exceptional client service consistent with Fidelity Bank's relationship-focused culture.
PREFERRED QUALIFICATIONS
  • Chartered Financial Consultant (ChFC®)

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.

They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Affirmative Action/Equal Opportunity Employer

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