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Entry Level Fidelity Wealth Management Jobs in Raleigh, NC

Simplicity Group Holdings

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Sr. Sales Assistant

Durham, NC · On-site

$65K - $76K/yr

Qualifications: · 2+ years previous experience in wealth management, financial services, banking ... Fidelity Wealthscape, Schwab Advisor Center/PCRA, TIAA, or similar platforms is preferred. · ...

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All JobsFidelity Wealth Management JobsEntry Level Fidelity Wealth Management JobsEntry Level Fidelity Wealth Management Jobs in Raleigh, NC

Entry Level Fidelity Wealth Management information

See Raleigh, NC salary details

$24.3K

$46.5K

$66.6K

How much do entry level fidelity wealth management jobs pay per year?

As of Aug 6, 2026, the average yearly pay for entry level fidelity wealth management in Raleigh, NC is $46,496.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,400.00 and $50,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an entry level Fidelity Wealth Management professional?

To thrive in an Entry Level Fidelity Wealth Management role, a bachelor’s degree in finance, business, or a related field, along with foundational knowledge of investment products and financial planning, is generally required. Familiarity with CRM platforms, financial analysis tools, and relevant certifications such as the FINRA Series 7 and 63 licenses are often necessary. Strong interpersonal skills, attention to detail, and effective communication are critical for building client relationships and understanding their financial goals. These skills and qualifications ensure accurate financial guidance, regulatory compliance, and client trust, which are essential for long-term success in wealth management.

What is an entry level Fidelity Wealth Management position?

An Entry Level Fidelity Wealth Management position is typically an early-career role at Fidelity Investments focused on supporting clients with their financial planning and investment needs. Employees in this role may assist with account management, provide basic financial guidance, and learn about a variety of financial products and services. The position often involves working under the supervision of experienced advisors and may include on-the-job training, client communication, and administrative support duties. It's a great starting point for those interested in a career in financial advisory or wealth management.

What types of projects or tasks can an entry level Fidelity Wealth Management professional expect?

In an entry-level Fidelity Wealth Management position, you can expect to assist with client onboarding, prepare financial reports, and support senior advisors in developing and implementing investment strategies. You'll likely interact with clients to gather information, answer basic inquiries, and ensure their accounts are properly maintained. Collaboration with other team members is common, especially when preparing client presentations or conducting research on financial products. This hands-on experience provides a solid foundation for understanding wealth management processes and developing client relationship skills.

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

AspectEntry Level Fidelity Wealth ManagementEntry Level Financial Advisor
CertificationsSeries 7, Series 66 (or 65), CFP (preferred but not always required)Series 7, Series 66 (or 65), CFP (preferred but not always required)
Work EnvironmentCorporate office, client meetings, financial planning teamsIndependent or firm-based, client consultations, financial planning
Employer & Industry UsageFidelity Investments, large financial institutionsVarious financial firms, banks, independent advisory firms

Both roles typically require similar certifications like Series 7 and Series 66, and involve working in client-facing environments. Fidelity Wealth Management positions are often within large corporations, focusing on wealth management services, while entry-level financial advisors may work independently or for smaller firms, providing personalized financial planning. The main difference lies in the employer setting and scope of services offered.

What are popular job titles related to Entry Level Fidelity Wealth Management jobs in Raleigh, NC? For Entry Level Fidelity Wealth Management jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Entry Level Fidelity Wealth Management jobs in Raleigh, NC look for? The top searched job categories for Entry Level Fidelity Wealth Management jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Entry Level Fidelity Wealth Management jobs? Cities near Raleigh, NC with the most Entry Level Fidelity Wealth Management job openings:
Entry Level Fidelity Wealth Management jobs near you
Infographic showing various Entry Level Fidelity Wealth Management job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $46,496 per year, or $22.4 per hour.

Investment Consultant - Durham, NC

Fidelity Investments

Durham, NC • On-site

Full-time

Re-posted 8 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description


The Role
Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity's planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity's planning and guidance resources, you will present and implement solutions that suit the client's needs. This will develop a lasting impact on their financial future.
The Expertise and Skills You Bring
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Leverage Fidelity's guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
  • Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
  • Grow relationships through proactive outreach, seeking to understand clients' goals and objectives and referring them to wealth management partners based on needs and financial complexity
  • A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
  • Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
  • Interpersonal skills and ability to grow relationships are exemplary
  • Will take initiative and exceed expectations
  • Outstanding communication and consultative skills, and thrives in a fast-paced work environment

The Team
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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