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Entry Level Fidelity Financial Advisor Jobs in Raleigh, NC

1847Financial

Financial Advisor

Raleigh, NC · Remote

$38K - $40K/mo

... Entry level Employment type Full-time Job function Finance and Sales Referrals increase your ... Advisor" roles. Apex, NC $38,000.00-$40,000.00 1 month ago Business Analyst - Mortgage risk ...

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% ...

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% ...

Fidelity Investments

Client Experience Specialist

Durham, NC · On-site

$17.25 - $21.50/hr

... Financial Advisors and Non-Profit Organizations affiliated with Fidelity Charitable. We are looking for 'customer obsessed' individuals that want to make a difference in helping our donors achieve ...

Fidelity Investments

Client Experience Specialist

Durham, NC · On-site

$17.25 - $21.50/hr

... Financial Advisors and Non-Profit Organizations affiliated with Fidelity Charitable. We are looking for 'customer obsessed' individuals that want to make a difference in helping our donors achieve ...

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All JobsFidelity Financial Advisor 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 Jul 26, 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 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

Associate Financial Advisor

Cornerstone Advisor Group

Raleigh, NC

$140K/yr

Full-time

Posted 22 hours ago

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$90,000 - $140,000


Responsibilities:
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals

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:
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required

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.