Wealth Advisor & Investment Planning Specialist
$250kFidelity Bank
Fidelity Bank in Cary, NC is seeking a Financial Advisor to serve clients typically in the $250K-$2MM segment, delivering a structured advisory experience from inquiry through planning, implementation and reviews. The role partners with specialists and bank teams to grow assets, deepen client relationships, and provide guidance on retirement planning, education planning and legacy strategies while maintaining compliance. #J-18808-Ljbffr Fidelity Bank
Vacancy posted 3 days ago
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