Vice President, Wealth Planner
Fidelity • San Diego, CA3d • Onsite
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Vice President, Wealth Planner - San Diego (Rancho Bernardo)
Fidelity•San Diego, CA
•Onsite
About The Position
As a Wealth Planner, your expertise drives meaningful, long-term relationships with clients seeking tailored financial guidance. You serve as a trusted adviser, counselor, and coach to clients with significant wealth and complexity, helping them grow, manage, and protect their assets. You partner with clients to develop personalized, comprehensive financial roadmaps and deliver integrated wealth planning and investment strategies aligned with their goals today, tomorrow, and across generations. Using sophisticated planning tools, you implement solutions that support key life events, wealth transfer decisions, and multigenerational planning needs. Through a high-touch planning experience, you build client dedication, increase share of wallet, generate referrals, and collaborate with peers to strengthen a culture of planning. Fidelity’s greatest advantage is its people, and we believe in supporting associates both professionally and personally through a competitive total rewards package, comprehensive benefits, and a stable base salary that recognizes performance and achievement. We are committed to your success by providing robust training and onboarding opportunities at the branch, regional, national, and virtual levels, ensuring you have the resources and support needed to thrive. Backed by industry-leading products and services, sophisticated technology, and a premier investment platform, you will build long-term relationships with clients, earn their trust through your expertise and integrity, and help guide them toward their wealth management and retirement planning goals with confidence and peace of mind.
Requirements
- Bachelor’s Degree highly preferred
- CFP highly preferred
- Active FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- 5+ years industry experience in financial services or a related field, 10+ years preferred
- 3-5 years of financial planning experience, 5+ years preferred
- Strong understanding of behavioral economics and family dynamics
- Outstanding relationship-building skills with collaborative attitude
- Proven track record of client satisfaction (high Net Promoter Score)
- Deep understanding of investment theory, markets, and products
- Success in fast paced environment
- Experience developing, delivering, and executing comprehensive wealth management strategies including investment management, retirement, tax, and protection planning
Responsibilities
- Drive meaningful, long-term relationships with clients seeking tailored financial guidance.
- Serve as a trusted adviser, counselor, and coach to clients with significant wealth and complexity.
- Help clients grow, manage, and protect their assets.
- Partner with clients to develop personalized, comprehensive financial roadmaps.
- Deliver integrated wealth planning and investment strategies aligned with client goals.
- Implement solutions that support key life events, wealth transfer decisions, and multigenerational planning needs.
- Build client dedication, increase share of wallet, and generate referrals through a high-touch planning experience.
- Collaborate with peers to strengthen a culture of planning.
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources
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What This Job Offers
Job Type
Full-time
Career Level
Senior
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