VP, Regional Planning Consultant- Brea/ Torrance, CA

Fidelity Investments - Brea, CA

Hiring: VP, Regional Planning Consultant- Brea/ Torrance, CA Company: Fidelity Investments Location: Brea, CA Job Posted Time: 2026-09-16 17:57:20 Employment Type: Full-time / Remote Target Skills & Keywords : CFP, Financial Planning, Salesforce, Series 66, Series 7, Wealth Management About the job Required Skills: •Note: Fidelity will not provide immigration sponsorship for this position. •The Expertise And Skills You Bring •Proven success in building relationships, uncovering needs, and recommending solutions •Series 66 & Insurance licenses obtained within 6 months of hire Qualifications: •Planning skills and in-depth knowledge of financial product offerings •Confidence in front of an audience of any size and strong public speaking skills •Unparalleled desire to mentor and impact others’ results •Approachable leader with the ability to effortlessly influence others •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 $118,000-226,000 USD 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. •Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Compensation: •$118,000 - $226,000 / year •Flexible work environment (work from home / hybrid options) •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!