VP, Wealth Management Advisor - Orange County, CA

Fidelity • Newport Beach, CA

1d • $96,000 - $210,000

About The Position

The Wealth Management Advisor builds deeper client connections by developing comprehensive financial plans and wealth strategies focused on clients’ future goals and cash flow needs through effective savings, investment, and tax strategies. This senior-level role implements wealth management, trust, and estate planning for individuals while providing outstanding service to drive client loyalty.

Private Wealth Management brings together retirement, investment, tax, and estate planning strategies to help clients protect, grow, and transfer wealth. Working with a dedicated team of specialists, the Advisor takes a personalized approach to helping clients define long-term goals and develop strategies to achieve them. The role includes developing investment strategies, conducting ongoing portfolio reviews, and aligning financial plans with retirement, tax, estate, and wealth preservation objectives. In partnership with financial planning, investment, and service professionals, the team delivers an integrated client experience, fosters long-term relationships, and drives business growth.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Current onsite expectations vary by role and location and may evolve as the rollout continues; this transition does not apply to fully remote roles. The base salary range is $96,000–$210,000 per year. Placement depends on responsibilities and scope, geographic location, relevant experience, and other factors. Depending on the position and eligibility requirements, compensation may also include a bonus or other variable compensation. The application window closes when the position is filled or unposted. Fidelity will not provide immigration sponsorship for this position.

Requirements

• FINRA Series 7 and Series 66 licenses and appropriate state registrations, or the ability to acquire Series 66 upon hire.
• Minimum 12 years of financial services experience, including complex planning and sophisticated product offerings.
• Sound understanding of the Broker/Dealer and RIA marketplace.
• Bachelor’s degree required.
• Ability to implement key elements of the wealth planning process, including investment trust strategy, retirement planning, income protection, asset protection, and family assistance.
• Expertise in portfolio management theory, financial principles, investment strategies, global markets, and investment products.
• Strong communication skills and executive presence.
• Extensive and successful experience building, articulating, executing, and managing multigenerational financial plans to address complex investment and tax needs.
• Entrepreneurial spirit and ability to work collaboratively across an organization to achieve results.

Responsibilities

• Develop comprehensive financial plans and wealth strategies addressing clients’ future goals and cash flow needs.
• Implement wealth management, trust, and estate planning for individuals while delivering outstanding service and driving client loyalty.
• Develop investment strategies and conduct ongoing portfolio reviews.
• Align financial plans with retirement, tax, estate, and wealth preservation objectives.
• Collaborate with financial planning, investment, and service professionals to deliver an integrated client experience.
• Foster long-term client relationships and drive business growth.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement benefits
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment and tuition reimbursement
• Learning resources to develop your career

What This Job Offers

• Job Type: Full-time
• Career Level: Senior