VP, Wealth Management Advisor - Orange County, CA

Fidelity Investments • Mission Viejo, CA

3d • $96,000 - $210,000

About The Position

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

The role is part of Private Wealth Management, which brings together retirement, investment, tax, and estate planning strategies to help clients protect, grow, and transfer wealth. Working with specialists and financial planning, investment, and service professionals, the Advisor helps clients define long-term goals and develop personalized strategies, delivering comprehensive solutions as clients’ financial needs evolve. The role also contributes to business growth through deep, long-term client relationships.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Onsite requirements vary by role and location and may evolve; the posting does not specify the current onsite expectation for this position. Fidelity will not provide immigration sponsorship for this position. The base salary range is $96,000–$210,000 per year. Placement depends on responsibilities and scope, geographic location, relevant experience, and other factors. The offer may also include bonus or other variable compensation, subject to position and eligibility requirements.

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.
• 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 and successful experience building, articulating, executing, and managing multi-generational 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.
• Develop and manage multi-generational financial plans addressing complex investment and tax needs.
• Develop investment strategies and conduct ongoing portfolio reviews.
• Align financial plans with retirement, tax, estate, and wealth-preservation objectives.
• Collaborate with financial planning, investment, service, and other professionals to deliver an integrated client experience.
• Build long-term client relationships, drive client loyalty, and contribute to 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
• Potential bonus or other variable compensation, depending on position and eligibility

What This Job Offers

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