Vice President, Wealth Planner - San Diego (Rancho Bernardo)

About the role

The new Wealth Planner role focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.

Responsibilities

• Drive high client happiness and dedication (e.g. high NPS, retention, etc.)
• Implement financial planning engagements and solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)
• Provide a personalized and dedicated relationship and financial planning that is integrated with investment management
• Build, analyze, and deliver personalized plans for clients using sophisticated planning software
• Guide and implement financial plans into appropriate solutions based on client goals
• Grow, manage, and protect clients' assets
• Serve as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity
• Provide unbiased wealth planning and investment expertise, strategies, and advice across a range of financial planning needs
• Guide and implement financial plans into the appropriate solutions based on client goals
• Foster deep, trusted, and long-term relationships across generations to help families navigate life stages and wealth transfer
• Drive loyalty, share of wallet, and referrals from existing customers
• Collaborate with peers and demonstrate teamwork through standard methodology sharing

Requirements

• Bachelor’s Degree highly preferred
• CFP highly preferred
• 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

Qualifications

• 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.)
• 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
• 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

Skills

• Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families
• 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
• 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

Benefits

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Pay

The base salary range for this position is $96,000-$210,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

Schedule

Fidelity’s Onsite Working Model: Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.