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Manager Fidelity Wealth Management Jobs (NOW HIRING)

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Manager Fidelity Wealth Management information

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$24.5K

$59.5K

$116K

How much do manager fidelity wealth management jobs pay per year?

As of Sep 2, 2026, the average yearly pay for manager fidelity wealth management in the United States is $59,525.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $68,500.00 per year, depending on experience, location, and employer.

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

AspectManager Fidelity Wealth ManagementFinancial Advisor
CertificationsSeries 7, 66, CFP (preferred)Series 7, 66, CFP (preferred)
Work EnvironmentBanking/Financial institution, corporate settingIndependent or firm-based, client-facing
Primary FocusOverseeing wealth management teams, strategic planningProviding personalized financial planning and investment advice

While both roles require similar certifications and work in financial services, a Manager Fidelity Wealth Management typically oversees teams and manages strategic operations within Fidelity, whereas a Financial Advisor directly advises clients on investments and financial planning. The manager role is more supervisory and administrative, focusing on team performance, while the advisor role emphasizes client relationships and personalized advice.

What cities are hiring for Manager Fidelity Wealth Management jobs?

Cities with the most Manager Fidelity Wealth Management job openings:

What are the most commonly searched types of Fidelity Wealth Management jobs?

The most popular types of Fidelity Wealth Management jobs are:

What states have the most Manager Fidelity Wealth Management jobs?

States with the most job openings for Manager Fidelity Wealth Management jobs include:

Manager Fidelity Wealth Management jobs near you

Wealth Management Client Associate

The Pines Wealth Management

Southern Pines, NC • On-site

$70K/yr

Full-time

Medical, Retirement, PTO

Posted yesterday

New

Job description

The Pines Wealth Management

Job Title: Wealth Management Client Associate

Location: Southern Pines, NC

Company Description

The Pines Wealth Management (TPWM) is Registered Investment Advisory (RIA) firm that focuses on comprehensive financial planning and discretionary asset management for affluent individuals, companies and institutions.TPWM specializes in goals-based planning for retirement, education, legacy and all-encompassing financial life objectives.

TPWMs Advisors and Associates help clients pursue and achieve the life they envision through personal relationships committed to their needs. The foundation of our client relationship is mutual trust and ongoing transparent dialogue. TPWM assists clients with all aspects of their financial lives.

TPWM is committed to a balanced work-life culture with specific requirements for office-based attendance while allowing for flexibility in consideration of individual needs, unique circumstances and role-specific standards.

TPWM is committed to value based ethical growth with client needs and situations always at the forefront of our advice and decision-making processes.

Position Summary:

We are seeking a detail-oriented and client-focused Wealth Management Client Associate to support multiple financial advisors in a growing Registered Investment Advisory (RIA) firm. This role is responsible for delivering a high level of service to clients, supporting advisors with investment operations, and helping maintain efficient day-to-day workflow across the team. The ideal candidate will have strong operational experience in wealth management and hold an active securities license (Series 7 preferred).

Key Responsibilities

Serve as a primary point of contact for client service needs

Assist with account inquiries, service requests, and follow-up

Coordinate client meetings and prepare meeting materials

Maintain accurate client records and CRM updates

Process account opening and maintenance paperwork through our custodian

Facilitate ACAT transfers and money movement requests

Track client service workflows and outstanding items

Assist with SEC Compliance processes and documentation

Contribute to improving operational efficiency

Preferred Skills

Experience in Wealth Management Services (i.e.: RIA, BD, WH)

Proficiency in financial planning concepts

Strong knowledge of account servicing and wealth management operations

Ability to manage to triage, prioritize and manage competing priorities.

High attention to detail and organizational skills

Professional communication and client service mindset

Desire for long-term career growth in wealth management

Required Education/Qualifications

Active Series 7 license (preferred)

Series 66 or willingness to obtain

3 + years experience in wealth management and financial services

College Degree

Compensation & Benefits

Competitive base salary: $70,000 + (experience considered)

Performance-based bonus opportunity

Retirement plan and health benefits

Paid time off and holidays

Professional development and licensing support

Interested Candidates:

Email Cover Letter and Resumes to: info@thepineswealth.com


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