Fidelity Investments
Tampa, Florida
Vice President, Wealth Planner - Tampa, FL
Job details
- Location
- Tampa, Florida
- Work type
- Onsite
- Posted
- Apr 30, 2026
- Apply on
- fmr.wd1.myworkdayjobs.com
About this role
5+ years in financial services/wealth management; 3-5 years of financial planning; CFP preferred; Series 7 & 66 licensed or eligible for Series 66; bachelor's degree preferred; strong client, planning, and leadership skills.
What you'll do at Fidelity Investments:
- building relationships
- developing plans
- managing investments
Apply to this Vice President, Wealth Planner - Tampa, FL role at Fidelity Investments with a tailored resume on ApplyBolt.