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 ...
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 ...
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 ...
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 ...
Degree in Finance, Investments, Accounting, or a related field. * 10-12 years of experience developing guidelines and monitoring complex, multi-asset investment portfolios. * Experience conducting ...
Degree in Finance, Investments, Accounting, or a related field. * 10-12 years of experience developing guidelines and monitoring complex, multi-asset investment portfolios. * Experience conducting ...
Degree in Finance, Investments, Accounting, or a related field. * 10-12 years of experience developing guidelines and monitoring complex, multi-asset investment portfolios. * Experience conducting ...
Degree in Finance, Investments, Accounting, or a related field. * 10-12 years of experience developing guidelines and monitoring complex, multi-asset investment portfolios. * Experience conducting ...
Audit Manager - Alternative Investments
$101K - $132K/yr
In this role you will provide audit and attest services to private investment funds for both registered and non-registered investment advisors that manage a variety of funds, including but not ...
Audit Manager - Alternative Investments
$101K - $132K/yr
In this role you will provide audit and attest services to private investment funds for both registered and non-registered investment advisors that manage a variety of funds, including but not ...
We are seeking a Senior Manager, Investments (Development) to join our Raleigh, NC or Jacksonville, FL office . Regency's development program continues to grow and currently includes 17 projects and ...
We are seeking a Senior Manager, Investments (Development) to join our Raleigh, NC or Jacksonville, FL office . Regency's development program continues to grow and currently includes 17 projects and ...
We are seeking a Senior Manager, Investments (Development) to join our Raleigh, NC or Jacksonville, FL office . Regency's development program continues to grow and currently includes 17 projects and ...
We are seeking a Senior Manager, Investments (Development) to join our Raleigh, NC or Jacksonville, FL office . Regency's development program continues to grow and currently includes 17 projects and ...
We are seeking a Senior Manager, Investments (Development) to join our Raleigh, NC or Jacksonville, FL office . Regency's development program continues to grow and currently includes 17 projects and ...
We are seeking a Senior Manager, Investments (Development) to join our Raleigh, NC or Jacksonville, FL office . Regency's development program continues to grow and currently includes 17 projects and ...
Investment Specialist
Raleigh, NC · On-site
From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power ...
Investment Specialist
Raleigh, NC · On-site
From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power ...
From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power ...
From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power ...
From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power ...
From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power ...
Investor Services Supervisor
Raleigh, NC · On-site +1
We invest in leadership development and in our collaborative culture, creating space for talent to grow. Our corporate values - Relationships, Support, Innovation, and Expertise - create a sense of ...
Investor Services Supervisor
Raleigh, NC · On-site +1
We invest in leadership development and in our collaborative culture, creating space for talent to grow. Our corporate values - Relationships, Support, Innovation, and Expertise - create a sense of ...
Investment Operations Analyst
Chapel Hill, NC · On-site
$65K - $75K/yr
We aspire to become a focal point for the client's financial and operational affairs, integrating all aspects - investments, education, retirement planning, estate planning, tax optimization, and ...
Investment Operations Analyst
Chapel Hill, NC · On-site
$65K - $75K/yr
We aspire to become a focal point for the client's financial and operational affairs, integrating all aspects - investments, education, retirement planning, estate planning, tax optimization, and ...
Investment Operations Analyst
Chapel Hill, NC · On-site
$65K - $75K/yr
We aspire to become a focal point for the client's financial and operational affairs, integrating all aspects - investments, education, retirement planning, estate planning, tax optimization, and ...
Investment Operations Analyst
Chapel Hill, NC · On-site
$65K - $75K/yr
We aspire to become a focal point for the client's financial and operational affairs, integrating all aspects - investments, education, retirement planning, estate planning, tax optimization, and ...
Senior Data Engineer - PL/SQL
Durham, NC · On-site
$102K - $139K/yr
The Role Join a skilled Fidelity's Asset Management Technology team to develop advanced data engineering solutions that power critical investment decisions. This role involves developing scalable ...
Senior Data Engineer - PL/SQL
Durham, NC · On-site
$102K - $139K/yr
The Role Join a skilled Fidelity's Asset Management Technology team to develop advanced data engineering solutions that power critical investment decisions. This role involves developing scalable ...
Senior Data Engineer - PL/SQL
$102K - $139K/yr
The Role Join a skilled Fidelity's Asset Management Technology team to develop advanced data engineering solutions that power critical investment decisions. This role involves developing scalable ...
Senior Data Engineer - PL/SQL
$102K - $139K/yr
The Role Join a skilled Fidelity's Asset Management Technology team to develop advanced data engineering solutions that power critical investment decisions. This role involves developing scalable ...
Investor Services Specialist
Raleigh, NC · On-site
The Investor Services Specialist plays a key role in client engagement, building client relationships and working with engagement teams to provide an excellent experience for our clients and their ...
Investor Services Specialist
Raleigh, NC · On-site
The Investor Services Specialist plays a key role in client engagement, building client relationships and working with engagement teams to provide an excellent experience for our clients and their ...
Investor Services Specialist
Raleigh, NC · On-site
The Investor Services Specialist plays a key role in client engagement, building client relationships and working with engagement teams to provide an excellent experience for our clients and their ...
Investor Services Specialist
Raleigh, NC · On-site
The Investor Services Specialist plays a key role in client engagement, building client relationships and working with engagement teams to provide an excellent experience for our clients and their ...
DE designing and developing Customer Profiling, Investment Planning, and feature flag management customized web application features using Bootstrap, Launch Darkly, and APEX; and creating responsive ...
DE designing and developing Customer Profiling, Investment Planning, and feature flag management customized web application features using Bootstrap, Launch Darkly, and APEX; and creating responsive ...
This role will partner with the quant research and investments teams to design, build, enhance, and support a comprehensive portfolio optimization and back testing ecosystem. This individual will ...
This role will partner with the quant research and investments teams to design, build, enhance, and support a comprehensive portfolio optimization and back testing ecosystem. This individual will ...
Investments information
See Raleigh, NC salary details
$57.4K - $72.5K
18% of jobs
$79.3K is the 25th percentile. Wages below this are outliers.
$72.5K - $87.7K
15% of jobs
$87.7K - $102.8K
14% of jobs
The median wage is $109.1K / yr.
$102.8K - $118K
6% of jobs
$118K - $133.1K
16% of jobs
$145.1K is the 75th percentile. Wages above this are outliers.
$133.1K - $148.3K
6% of jobs
$148.3K - $163.4K
6% of jobs
$163.4K - $178.6K
8% of jobs
$178.6K - $193.7K
5% of jobs
$193.7K - $208.9K
2% of jobs
$208.9K - $224.1K
2% of jobs
$57.4K
$124.2K
$224.1K
How much do investments jobs pay per year?
What is an investment?
What is the difference between Investments vs Financial Analyst?
| Aspect | Investments | Financial Analyst |
|---|---|---|
| Required Credentials | Certifications like CFA, Series 7 | Degree in finance, CFA often preferred |
| Work Environment | Asset management firms, investment banks | Corporations, banks, consulting firms |
| Employer & Industry Usage | Investment firms, hedge funds | Financial departments, consulting |
| Common Search & Comparison | Investments | Financial Analyst |
Investments professionals focus on managing and growing client assets through various investment vehicles, often working in asset management or hedge funds. Financial Analysts analyze financial data, prepare reports, and support investment decisions within corporations or financial institutions. While both roles require financial knowledge and certifications like CFA, investments are more client and asset-focused, whereas financial analysts support internal decision-making processes.
What are the key skills and qualifications needed to thrive in investments, and why are they important?
What are some common challenges faced by professionals in investment roles, and how are they typically addressed?

Fidelity Investments rating
8.7
Based on 271 frontline employees who took The Breakroom Quiz
15th of 150 rated financial services
Job description
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
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.
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.
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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