Business & FinanceOn site
VP, Wealth Management Advisor - Orange County, CA
Fidelity InvestmentsMission Viejo, CA
$96,000–210,000/yr
Posted Oct 16, 2026
What you’d do
Senior advisor who builds comprehensive financial, wealth, trust and estate plans for individual clients, focusing on savings, investment and tax strategies while maintaining strong client service. Full time role in Mission Viejo, CA. Found on the employer's careers page on Oct 17, 2026. Apply through the link.
You’ll need
- FINRA Series 7 & 66 (or acquire 66 upon hire)
- 12+ years financial services experience
- Complex planning and sophisticated product experience
- Bachelor's degree
- Understanding of Broker/Dealer and RIA marketplace
Our summary of the listing. The full listing has the details.