VP, Wealth Management Advisor - San Jose Area

Fidelity • Campbell, CA

11d

About The Position

The Wealth Management Advisor builds deep client relationships by developing comprehensive financial plans and wealth strategies focused on clients’ future goals and cash-flow needs. The role uses sound savings, investment, and tax strategies and is a senior-level position responsible for implementing wealth management, trust, and estate planning for individuals while providing outstanding service that drives client loyalty.

The advisor develops investment strategies, conducts ongoing portfolio reviews, and aligns financial plans with clients’ retirement, tax, estate, and wealth-preservation objectives. In partnership with financial planning, investment, and service professionals, the advisor helps deliver an integrated client experience, foster long-term relationships, and grow the business.

Private Wealth Management combines retirement, investment, tax, and estate planning strategies to help clients protect, grow, and transfer wealth. Its specialists take a personalized approach to helping clients define long-term goals and develop strategies suited to evolving financial needs.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Onsite expectations currently vary by role and location and may evolve. 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. Base salary is part of total compensation; depending on position and eligibility, an offer may also include bonus or other variable compensation. Fidelity does not provide immigration sponsorship for this position. The application window closes when the position is filled or unposted.

Requirements

• FINRA Series 7 and Series 66 licenses with appropriate state registrations, or ability to acquire Series 66 upon hire.
• At least 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.
• Demonstrated expertise in portfolio management theory, financial principles, investment strategies, global markets, and investment products.
• Strong communication skills and executive presence.
• Extensive, successful experience building, articulating, executing, and managing multigenerational financial plans to address complex investment and tax needs.
• Entrepreneurial spirit and ability to collaborate across an organization to achieve results.

Nice To Haves

• Certified Financial Planner (CFP) certification.

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.
• Develop investment strategies and conduct ongoing portfolio reviews.
• Align financial plans with retirement, tax, estate, and wealth-preservation objectives.
• Work with financial planning, investment, and service professionals to deliver an integrated client experience.
• Build long-term client relationships, drive client loyalty, and support 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 for career development.
• Potential bonus or other variable compensation, depending on position and eligibility.

What This Job Offers

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