Fidelity Investments
San Diego, California
Vice President, Wealth Planner - San Diego (Rancho Bernardo)
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Apply to Vice President, Wealth Planner - San Diego (Rancho Bernardo) at Fidelity InvestmentsJob details
- Location
- San Diego, California
- Work type
- Onsite
- Compensation
- $96,000 - $210,000/yr
- Posted
- Aug 4, 2026
- Apply on
- jobs.fidelity.com
About this role
Requires 5+ years in financial services or a related field, 3–5 years in financial planning, active Series 7 and 66 licenses or ability to obtain Series 66, and strong wealth planning, investment, and client relationship skills.
What you'll do at Fidelity Investments:
- advising clients
- developing roadmaps
- generating referrals
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