VP, Wealth Management Advisor

Fidelity Investments

. Build deeper client connections by developing comprehensive financial plans and wealth strategies .

Posted 10/15/2026full-timeSan Jose • California • United StatesLead💰 $96,000 - $210,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing comprehensive financial plans and wealth strategies, with a strong focus on investment strategies, portfolio management, and client relationship building. Holds FINRA Series 7 & 66 licenses and possesses extensive experience in the financial services industry.

Highest-signal resume keywords

FINRA Series 7 LicenseFINRA Series 66 LicensePortfolio Management TheoryInvestment StrategiesWealth Planning Process

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningWealth ManagementInvestment Trust StrategyRetirement PlanningIncome ProtectionAsset ProtectionFamily AssistanceTax StrategiesGlobal MarketsInvestment Products

Soft Skills

Strong Communication SkillsExecutive PresenceCollaborative Work StyleEntrepreneurial SpiritClient Relationship Building

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Broker/Dealer MarketplaceRIA MarketplaceMulti-Generational Financial PlansComplex PlanningClient Loyalty

About the role

Key responsibilities & impact

Build deeper client connections by developing comprehensive financial plans and wealth strategies
Focus plans on future goals and cash flow needs through savings, investment, and tax strategies
Implement wealth management, trust, and estate planning for individuals
Maintain outstanding service to drive client loyalty
Develop investment strategies
Conduct ongoing portfolio reviews
Align financial plans with retirement, tax, estate, and wealth preservation objectives
Partner with financial planning, investment, and service professionals to deliver an integrated client experience
Foster long-term client relationships and drive business growth

Requirements

What you’ll need

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Minimum 12 years of financial service experience, including complex planning and sophisticated product offerings
Sound understanding of the Broker/Dealer and RIA marketplace
Bachelor’s Degree required
Ability to implement key elements of the Wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance
Demonstrated expertise in portfolio management theory, financial principles, investment strategies, global markets, and investment products
Strong communication skills and executive presence
Extensive and successful experience building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs
Entrepreneurial spirit and ability to work collaboratively across an organization
Fidelity will not provide immigration sponsorship for this position

Benefits

Comp & perks

Comprehensive health care coverage
Emotional well-being support
Market-leading retirement
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance including student loan repayment
Tuition reimbursement
Learning resources to develop your career
Bonus or other variable compensation may be included depending on position and eligibility