ZipRecruiter

Log In

1

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 ...

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/yr

Financial Advisor Location: Morristown, NJ Compensation: Base starting at $200,000 _____ Company ... Experience working with Fidelity and Schwab. Key Competencies * Client-Centric Mindset: Ability to ...

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K/yr

Financial Advisor Location: Morristown, NJ Compensation: Base starting at $200,000 Company ... Experience working with Fidelity and Schwab. Key Competencies * Client-Centric Mindset: Ability to ...

Right By You Mortgage

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 ...

Alliance Global Partners

Be Seen First

Associate Financial Advisor

Stamford, CT · On-site

$60K - $100K/yr (+ commission)

Financial Advisor Position Opportunity We are a New York City, full-service, national investment ... at Fidelity Custody and Clearing and RBC Custody and Clearing. Whether a client is looking for ...

Soteria Reinsurance Ltd.

WI · On-site

... advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of ... related financial activities and the rules and regulations of numerous self-regulatory ...

next page

Showing results 1-20

All JobsFinance And Insurance JobsFinancial Services JobsFinancial Planner JobsFidelity Financial Advisor Jobs

Fidelity Financial Advisor information

See salary details

$36K

$102.1K

$144K

How much do fidelity financial advisor jobs pay per year?

As of Sep 12, 2026, the average yearly pay for 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 a Fidelity Financial Advisor?

A Fidelity Financial Advisor helps clients manage their investments, plan for retirement, and achieve financial goals. They provide personalized financial guidance, recommend investment strategies, and ensure clients understand their options. Advisors work within Fidelity’s framework, leveraging its resources and technology to deliver tailored financial solutions. The role requires strong relationship-building skills and a deep understanding of financial markets.

What does a Fidelity Financial Advisor do?

A typical day for a Fidelity Financial Advisor involves meeting with clients to assess their financial goals, reviewing and updating portfolio strategies, and conducting market research to recommend suitable investment options. Advisors also spend time preparing detailed financial plans, following up on client inquiries, and staying current on regulatory and market developments. The role requires close collaboration with internal partners such as relationship managers, client service teams, and investment specialists to deliver comprehensive financial solutions. This collaborative and client-focused environment ensures advisors can provide personalized advice and maintain strong, ongoing client relationships.

What skills and qualifications are needed to thrive as a Fidelity Financial Advisor?

To thrive as a Fidelity Financial Advisor, you need a solid understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field and relevant securities licenses (such as Series 7 and 66). Familiarity with financial planning software, CRM systems, and market analysis tools is crucial for day-to-day operations. Strong interpersonal skills, active listening, and the ability to build trust are key soft skills that differentiate top advisors. These qualifications enable you to effectively guide clients toward their financial goals while upholding industry standards and fostering long-term client relationships.

Does Fidelity employ financial advisors?

Yes, Fidelity employs financial advisors who provide investment guidance, financial planning, and wealth management services to clients. These advisors typically hold relevant certifications such as the Series 7 and Series 66 licenses and work in a client-facing environment. They may work full-time, part-time, or in a remote capacity depending on the role.

Is being a Fidelity Financial Advisor a good job?

Fidelity Financial Advisor is a professional role that involves providing investment advice and financial planning services to clients, often requiring certifications such as the Series 7 and Series 66. The job typically offers competitive compensation, performance-based bonuses, and opportunities for career advancement, but also involves meeting sales targets and maintaining client relationships. Overall, it can be a rewarding career for those with strong interpersonal skills and financial knowledge.
More about Fidelity Financial Advisor jobs

What cities are hiring for Fidelity Financial Advisor jobs?

Cities with the most 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:

What states have the most Fidelity Financial Advisor jobs?

States with the most job openings for Fidelity Financial Advisor jobs include:

What are popular job titles related to Fidelity Financial Advisor jobs?

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

Fidelity Financial Advisor jobs near you
Infographic showing various Fidelity Financial Advisor job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% 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

#J-18808-Ljbffr

Apply