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Entry Level Fidelity Financial Advisor Jobs in Raleigh, NC

Cornerstone Advisor Group

Financial Advisor

Raleigh, NC · On-site

$50K - $140K/yr

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed ...

Cornerstone Advisor Group

Financial Advisor

Raleigh, NC · On-site

$50K - $140K/yr

Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ...

New York Life

Entry Level Financial Advisor

Raleigh, NC · On-site

$69K - $130K/yr

A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% ...

New York Life

Entry Level Financial Advisor

Raleigh, NC

$69K - $130K/yr

A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% ...

Anveta

Full Stack Engineer - Fidelity

Raleigh, NC

Full Stack Engineer at Fidelity Rate: Open to Discuss /hr c2c Location: Raliegh, NC (Relo OK) IV ... financial advisors and their clients using the latest technology stack in a collaborative and ...

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All JobsEntry Level Fidelity Financial Advisor JobsEntry Level Fidelity Financial Advisor Jobs in Raleigh, NC

Entry Level Fidelity Financial Advisor information

See Raleigh, NC salary details

$35K

$99.3K

$140K

How much do entry level fidelity financial advisor jobs pay per year?

As of Jun 16, 2026, the average yearly pay for entry level fidelity financial advisor in Raleigh, NC is $99,283.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,900.00 and $127,300.00 per year, depending on experience, location, and employer.

What is the difference between Entry Level Fidelity Financial Advisor vs Financial Planner?

AspectEntry Level Fidelity Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; possibly CFPCFP, ChFC, or other certifications often preferred
Work EnvironmentFinancial firms, banks, or investment companiesIndependent or firm-based, client-facing roles
Job FocusSales, client onboarding, investment recommendationsComprehensive financial planning, long-term strategy

Entry Level Fidelity Financial Advisors typically focus on sales and client onboarding within financial firms, often holding securities licenses. Financial Planners provide broader, long-term financial advice, often with advanced certifications like CFP. While both roles involve client interaction and financial knowledge, the Financial Planner role emphasizes comprehensive planning beyond investment products.

What are the most commonly searched types of Fidelity Financial Advisor jobs in Raleigh, NC? The most popular types of Fidelity Financial Advisor jobs in Raleigh, NC are:
What are popular job titles related to Entry Level Fidelity Financial Advisor jobs in Raleigh, NC? For Entry Level Fidelity Financial Advisor jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Entry Level Fidelity Financial Advisor jobs in Raleigh, NC look for? The top searched job categories for Entry Level Fidelity Financial Advisor jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Entry Level Fidelity Financial Advisor jobs? Cities near Raleigh, NC with the most Entry Level Fidelity Financial Advisor job openings:
Entry Level Fidelity Financial Advisor jobs near you

Financial Advisor

Cornerstone Advisor Group

Raleigh, NC • On-site

$50K - $140K/yr

Full-time

Posted 24 days ago

Job description

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Compensation:

$50,000 - $140,000


Responsibilities:
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs

Job duties include, but are not limited to:

  • Sell & Maintain Life Insurance & Annuities
  • Sell & Maintain Assets Under Management
  • Develop and maintain strong relationships with clients
  • Provide tailored financial advice and solutions to clients
  • Manage the sales process from lead generation to closing
  • Continuously learn and apply new industry knowledge
  • Collaborate with the team and share best practices
  • Maintain accurate and up-to-date client records and compliance documentation

Qualifications:
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients

If you are someone who has:

  • The mindset of a capitalist and the heart of an altruist
  • High energy, a strong work ethic, and a positive, optimistic approach
  • A passion for helping people and a strong sense of mission
  • Confidence, resilience, humility, and total commitment to your work
  • Integrity and trustworthiness in everything you do
  • The desire to create your own success while making a meaningful impact in your community


Requirements:

  • Active Life Producer License in your state of residence
  • Proven ability to sell life insurance products and generate leads
  • Excellent phone skills, with the confidence to reach out to new prospects and clients
  • Business mindset with a strong drive to succeed and grow a personal business
  • Strong interpersonal skills and the ability to connect with people from diverse backgrounds
  • Eagerness and willingness to learn and improve

About Company

At Cornerstone Advisor Group, we believe financial planning is about more than products - it’s about people. Our advisors are empowered to build meaningful relationships, provide personalized guidance, and keep the promises they make to clients and each other. We foster a culture rooted in integrity, collaboration, and purpose, where success is measured not only by growth but by impact.

Our advisors operate with independence while benefiting from strong infrastructure, proven systems, and ongoing support. We invest in our people through comprehensive training, mentorship, and access to robust tools and resources - creating an environment where advisors can build sustainable, fulfilling careers while making a meaningful difference.