VP, Wealth Planner - Walnut Creek, CA

About the role

As a Wealth Planner, you will serve as a trusted adviser, counselor, and coach to clients with significant wealth and complexity. You will develop personalized, comprehensive financial roadmaps and deliver integrated wealth planning and investment strategies aligned with clients’ goals today, tomorrow, and across generations. Using sophisticated planning tools, you will implement solutions that support key life events, wealth transfer decisions, and multigenerational planning needs, while building client dedication, increasing share of wallet, generating referrals, and collaborating with peers to strengthen a culture of planning.

Responsibilities

• Develop and deliver personalized financial roadmaps for high‑net‑worth clients.
• Provide integrated wealth planning and investment strategies that address current goals, future aspirations, and multigenerational needs.
• Utilize sophisticated planning tools to support life‑event planning, wealth transfer, and estate considerations.
• Maintain a high‑touch planning experience to build client dedication and increase share of wallet.
• Generate client referrals through exceptional service and relationship management.
• Collaborate with peers and internal partners to reinforce a culture of planning.

Requirements

• Bachelor’s degree (highly preferred).
• CFP certification (highly preferred).
• Active FINRA Series 7 & 66 licenses and appropriate state registrations, or ability to acquire Series 66 upon hire.
• 5+ years of industry experience in financial services or a related field (10+ years preferred).
• 3–5 years of financial planning experience (5+ years preferred).
• Ability to meet Fidelity’s immigration sponsorship policy (no sponsorship provided).

Skills

• Strong understanding of behavioral economics and family dynamics.
• Outstanding relationship‑building skills with a collaborative attitude.
• Proven track record of client satisfaction (high Net Promoter Score).
• Deep understanding of investment theory, markets, and products.
• Success in fast‑paced environments.
• Experience developing, delivering, and executing comprehensive wealth‑management strategies, including investment management, retirement, tax, and protection planning.

Benefits

• Comprehensive health‑care coverage and emotional‑well‑being support.
• Market‑leading retirement plans.
• Generous paid time off and parental leave.
• Charitable‑giving employee match program.
• Educational assistance, including student‑loan repayment, tuition reimbursement, and learning resources.
• Competitive total‑rewards package with robust training and onboarding at branch, regional, national, and virtual levels.

Pay

The base salary range for this position is $96,000–$210,000 per year. Placement within the range depends on responsibilities, scope, geographic location, relevant experience, and other factors. Base salary is part of a total compensation package that may also include bonus or other variable compensation.

Schedule

Fidelity is transitioning to a full‑time onsite working model. Some locations and roles require 100 % onsite presence, while others may have reduced onsite expectations. The onsite model may evolve as the rollout continues.