Full-Time

Vice President

Wealth Planner

Posted on 3/25/2025

Fidelity Investments

Fidelity Investments

10,001+ employees

Financial services and investment management

Compensation Overview

$115k - $200k/yr

+ Bonus + Variable Compensation

Senior, Expert

Company Historically Provides H1B Sponsorship

Berkeley, CA, USA

Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Connection
Connection
Connection
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Requirements
  • Bachelor’s Degree highly preferred
  • CFP highly preferred
  • Series 7, 63, 65, 66 and insurance licenses required prior to 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
  • Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)
  • Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)
Responsibilities
  • Responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships
  • Providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients
Desired Qualifications
  • Experience with and/or knowledge of behavioral economics and family psychology
  • Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)
  • Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance
  • Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals
  • Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)
  • Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates
  • Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment
  • Ambitious spirit and the ability to work collaboratively across an organization to achieve results
  • Tech savvy, embraces and integrates technology to run a planning practice
  • Excellent team member and leadership skills

Fidelity Investments provides financial services and tools to help individuals manage their investments and stay updated on market trends. Their offerings include mobile apps and widgets that deliver real-time market quotes, news, and trading tools, such as the Fidelity Market Monitor for Google Glass and the Fidelity app for Windows Phone. Unlike many competitors, Fidelity focuses on integrating new technologies and user-friendly designs to enhance the investment experience. The company's goal is to empower users with the information and tools necessary for informed investment decisions.

Company Size

10,001+

Company Stage

Debt Financing

Total Funding

$125.2B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Fidelity's crypto trading service could increase accessibility and trust in digital assets.
  • Mobile solutions like Fidelity's Windows Phone 8 app cater to tech-savvy investors.
  • Partnerships like the 4.01K event promote financial literacy and community engagement.

What critics are saying

  • Crypto trading service may face regulatory scrutiny and compliance challenges.
  • Fee-free Crypto IRAs could lead to increased competition in retirement investments.
  • Municipal bond ETFs may underperform due to current market downturn.

What makes Fidelity Investments unique

  • Fidelity integrates mobile and wearable tech with products like Market Monitor for Glass.
  • Fee-free Crypto IRAs position Fidelity as a leader in crypto-integrated retirement solutions.
  • Fidelity's municipal bond ETFs diversify fixed income options amid market volatility.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Company News

U.S. Securities and Exchange Commission
Apr 29th, 2025
SEC FORM D

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.The reader should not assume that the information is accurate and complete.

Elif ErgĂĽn Photography
Apr 19th, 2025
Fidelity to launch crypto trading within weeks, report says

On Monday, Bloombergreported that finance services behemoth Fidelity Investments will launch a cryptocurrency trading service "within a few weeks."

The Times of India
Apr 16th, 2025
HomeFirst raises Rs 1.2k cr through QIP - Times of India

India-Business News: MUMBAI: HomeFirst Finance has raised Rs 1,250 crore through a qualified institutional placement, issuing 1.28 crore equity shares at Rs. 970 each, a 4.

MSPCC
Apr 11th, 2025
Turning Points: An Evening to Benefit MSPCC

Outgoing MSPCC Board of Advisors Chair Chuck Senatore received the 2025 MSPCC Voice of the Child award for his years of service to MSPCC.

Business Wire
Apr 11th, 2025
Following Years of Record Growth, IL MAKIAGE Receives $130 Million Investment at $1.5 Billion Valuation

ODDITY, parent company to IL MAKIAGE, today announced the closing of a $130 million private round that values the company at $1.5 billion.

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