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Fidelity Financial Advisor Jobs in Raleigh, NC (NOW HIRING)

Client Experience Specialist

Durham, NC

$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 ...

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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Fidelity Financial Advisor information

See Raleigh, NC salary details

$35K

$99.3K

$140K

How much do fidelity financial advisor jobs pay per year?

As of Jul 26, 2026, the average yearly pay for fidelity financial advisor in Raleigh, NC is $99,277.00, 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 does a typical day look like for a Fidelity Financial Advisor?

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 are the key skills and qualifications needed to thrive in the Fidelity Financial Advisor position, and why are they important?

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.

What is a Fidelity Financial Advisor job?

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 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 job categories do people searching Fidelity Financial Advisor jobs in Raleigh, NC look for? The top searched job categories for Fidelity Financial Advisor jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Fidelity Financial Advisor jobs? Cities near Raleigh, NC with the most Fidelity Financial Advisor job openings:
Infographic showing various Fidelity Financial Advisor job openings in Raleigh, NC as of July 2026, with employment types broken down into 86% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 71% Physical, 4% Hybrid, and 25% Remote job distribution, with an average salary of $99,277 per year, or $47.7 per hour.
Senior Manager, Marketing

Senior Manager, Marketing

Fidelity Investments

Durham, NC • On-site

Full-time

Posted 5 days ago


Fidelity Investments rating

8.8

Company rating: 8.8 out of 10

Based on 269 frontline employees who took The Breakroom Quiz

9th of 150 rated financial services


Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

TheRole

Fidelity Charitable has an opening on our Consumer and Product Marketing team for a Senior Manager, Product Marketing. This role will support communications and campaigns across B2C and B2B audiences, including donors, financial advisors, and nonprofits.

You will own and complete marketing initiatives to support new and established products and services, driving engagement, adoption and long-term dedication. This includes developing and implementing coordinated campaigns and lifecycle marketing programs that educate customers and deepen their relationship with Fidelity Charitable.

You will collaborate with business partners in product strategy, and the delivery of offerings and solutions to translate business priorities into clear, effective marketing strategies. This role spans messaging development, campaign execution, and content creation across channels, including web, email, and collateral.

Successful candidates operate with significant ownership and autonomy, thrive in a fast-paced, matrixed environment, and can prioritize multiple demands while delivering high-quality marketing and communications.

TheExpertiseandSkillsYouBring
  • Bachelor's degree required; ideally with a background in marketing or communications/writing.

  • Shown success developing and implementing integrated, multi-channel marketing and communications campaigns that drive measurable business outcomes.

  • Experience owning the development and execution of marketing strategies that increase awareness, adoption, and engagement across B2C and B2B audiences.

  • Proficiency in the end-to-end execution of integrated multi-channel campaigns (email, web, collateral, digital experiences), with high-quality delivery on tight timelines.

  • Ability to serve as a marketing subject matter expert, providing strategic guidance and contributing to growth opportunities across the organization.

  • Strong writing, editing, and content development skills, with the ability to translate sophisticated products and services into clear, customer-focused messaging across the customer journey.

  • Experience supporting product and service marketing initiatives, including campaign strategy, product launches, asset development, and lifecycle communications.

  • Ability to handle multiple complex initiatives simultaneously in a fast-paced, matrixed environment, with strong project management and organizational skills and exceptional attention to detail.

  • Demonstrated ability to collaborate, influence, and build partnerships across cross-functional teams to drive business priorities and strategic initiatives.

  • Data-driven mentality with experience leveraging performance metrics and customer insights to optimize campaigns, engagement, and customer experience.

  • Proactive, adaptable approach capable of identifying and driving growth, optimization, and continuous improvement opportunities.

  • Proficiency in PowerPoint, Excel, Outlook, Word; experience with Salesforce, Tableau, Workfront, CMS tools, or similar platforms a plus.

  • Knowledge of Fidelity, financial services, or philanthropy preferred.

TheTeam

You will be a member of the Fidelity Charitable Marketing Team. We are responsible for marketing campaigns to educate and raise awareness of Fidelity Charitable and donor-advised funds, then to drive product engagement and loyalty after account opening. As part of this dynamic and collaborative team, you will partner across functions to support critical projects and campaigns. Building trust, developing strong relationships, and maintaining a growth mindset are essential to the team's success.

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:Category:Marketing

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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