Hiring: Vice President, Wealth Planner - Vancouver, WA Company: Fidelity Investments Location: Portland, OR Job Posted Time: 2026-09-12 11:24:03 Employment Type: Full-time / Remote Target Skills & Keywords : CFP, Financial Planning, Series 66, Series 7, Wealth Management About the job Experience: •3-5 years of financial planning experience, 5+ years preferred •5+ years industry experience in financial services or a related field, 10+ years preferred •5 years of financial planning experience, 5+ years preferred Required Skills: •Note: Fidelity will not provide immigration sponsorship for this position. •The Expertise And Skills You Bring •Bachelor’s Degree highly preferred Qualifications: •Active FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire •In-depth knowledge of behavioral economics and family dynamics •Outstanding relationship-building skills with collaborative attitude •Demonstrated success in client satisfaction (high Net Promoter Score) •Comprehensive expertise in investment theory, markets, and products •Success in fast paced environment •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. •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. Compensation: •$96,000 - $210,000 / year •Flexible work environment (work from home / hybrid options) •Competitive benefits and rewards package •Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!