Business & FinanceRemote
Vice President, Executive Planning Consultant - Northern California
Fidelity InvestmentsRemote (US)
$96,000–210,000/yr
Posted Oct 19, 2026
What you’d do
Serve as a financial advisor and relationship manager for senior executives at workplace benefit plan clients, providing personalized financial planning, retirement income strategies, investment guidance, and asset management. Full time, work from home in Northern California. Found on the employer's careers page on Oct 19, 2026. Apply through the link.
You’ll need
- Series 7 and Series 66 licenses
- Bachelor's degree
- Insurance license within six months of hire
- CEP Level 1 certification within 12 months
- CFP designation preferred
Our summary of the listing. The full listing has the details.