Fmr
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 FmrJob details
- Location
- San Diego, California
- Work type
- Onsite
- Compensation
- $96,000 - $210,000/yr
- Posted
- May 12, 2026
- Apply on
- fmr.wd1.myworkdayjobs.com
About this role
Wealth planning experience, CFP preferred, Series 7/66 licenses or ability to acquire, 5+ years in financial services; 3-5 years financial planning; bachelor’s degree preferred.
What you'll do at Fmr:
- Provide planning
- Manage relationships
- Implement strategy
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