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

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 TalentSource

Security Officer

Durham, NC · On-site

$14.50 - $17.25/hr

... advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of ... Company Overview At Fidelity, we are passionate about making our financial expertise broadly ...

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All JobsFidelity Financial Advisor JobsFidelity Financial Advisor Jobs in Raleigh, NC

Fidelity Financial Advisor information

See Raleigh, NC salary details

$31.8K

$90.2K

$127.1K

How much do fidelity financial advisor jobs pay per year?

As of Aug 24, 2026, the average yearly pay for fidelity financial advisor in Raleigh, NC is $90,176.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,200.00 and $115,700.00 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.

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 Fidelity Financial Advisor jobs in Raleigh, NC?

For Fidelity Financial Advisor jobs in Raleigh, NC, the most frequently searched job titles 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:

Fidelity Financial Advisor jobs near you
Infographic showing various Fidelity Financial Advisor job openings in Raleigh, NC as of August 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $90,176 per year, or $43.4 per hour.

Client Experience Specialist

Durham, NC • On-site

Fidelity Investments
10K+ employees

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

17th of 151 rated financial services

People enjoy working here

Good employer

Recommended by students

Learn more about Fidelity Investmentsexternal

$17.25 - $21.50/hr

Full-time

Re-posted 2 days ago

Job description

Job Description:

Client Experience Specialist

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

Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for top notch customer service professionals to work on the Client Experience Specialist team. As a Client Experience Specialist, you will be the primary point of contact for any service-related activities for Giving Account Holders, 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 their philanthropic goals. Still interested? Read on.

The Role

Your role is to ensure each interaction creates a superior customer experience while responding to all requests. You will perform daily functions while ensuring you are maintaining department and individual goals, as well as call metrics and call quality. You will engage with clients using conversational techniques to understand the scope of their request, gather relevant information and identify a solution, if necessary. It's more than just taking a call and processing a transaction - our donors are generously giving to non- profit organizations in an effort to meet their philanthropic goals. You get to be a part of that!

The Expertise and Skills You Bring

  • Bachelor's degree preferred

  • Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment.

  • Attention to detail

  • Your proficient verbal and written communication skills required

  • Your very best problem- solving skills with excellent follow through

  • Your strong organizational skills, planning and time management

  • You are able to proficiently multi-task in a Windows based environment

  • You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.

  • Your flexibility for overtime as requested (especially December - Giving Season) Various shifts are available. Business hours are 8:30 AM - 8:30pm EST, Monday-Friday.

The Value You Deliver

  • Executing quality and timely work to meet the needs of Fidelity Charitable Donors, Advisors and Non -Profits

  • Via telephone, assist with various requests including password/PIN reset, navigating the web site, Giving Account transactions, providing updates to account or profile information.

  • Interact with other internal Charitable business units as needed

  • Employing good sound judgment in decision making or problem resolution

  • Deliver a great customer experience with each interaction

How Your Work Impacts the Organization

The Fidelity Charitable Gift Fund ('Fidelity Charitable') is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits - and increased charitable impact - of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.

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:Client Service

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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