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Senior
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role As a Wealth Planner, your expertise drives meaningful, long-term relationships with clients seeking tailored financial …
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Mid level
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$23/hr–$28/hr
Mid level
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Emeryville, California, United States · Hybrid
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Financial Aid Officer (On-Site) - $1k Sign-On Bonus
Ontario, California, United States · On-site
$26/hr–$28/hr
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Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$96k–$210k/yr
Full-time
bachelor degree, professional certificate
Health care coverage, Emotional well-being support, Retirement plan, Paid time off, Parental leave, Charitable giving employee match program
Posted 8d ago
~40 hrs/week
Responsibilities
You will serve as a trusted adviser to clients with significant wealth, developing personalized financial roadmaps and integrated investment strategies. You will also implement solutions for key life events and wealth transfer while building long-term client relationships.
Requirements
Candidates should have 5-10 years of industry experience and a strong background in financial planning. A Bachelor's degree and active FINRA Series 7 and 66 licenses are highly preferred.
Full job description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Wealth Planner, your expertise drives meaningful, long-term relationships with clients seeking tailored financial guidance. You serve as a trusted adviser, counselor, and coach to clients with significant wealth and complexity, helping them grow, manage, and protect their assets. You partner with clients to develop personalized, comprehensive financial roadmaps and deliver integrated wealth planning and investment strategies aligned with their goals today, tomorrow, and across generations. Using sophisticated planning tools, you implement solutions that support key life events, wealth transfer decisions, and multigenerational planning needs. Through a high-touch planning experience, you build client dedication, increase share of wallet, generate referrals, and collaborate with peers to strengthen a culture of planning.
The Expertise and Skills You Bring
Bachelor’s Degree highly preferred
CFP highly preferred
Active FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
5+ years industry experience in financial services or a related field, 10+ years preferred
3-5 years of financial planning experience, 5+ years preferred
Strong understanding of behavioral economics and family dynamics
Outstanding relationship-building skills with collaborative attitude
Proven track record of client satisfaction (high Net Promoter Score)
Deep understanding of investment theory, markets, and products
Success in fast paced environment
Experience developing, delivering, and executing comprehensive wealth management strategies including investment management, retirement, tax, and protection planning
The Team
Fidelity’s greatest advantage is its people, and we believe in supporting associates both professionally and personally through a competitive total rewards package, comprehensive benefits, and a stable base salary that recognizes performance and achievement. We are committed to your success by providing robust training and onboarding opportunities at the branch, regional, national, and virtual levels, ensuring you have the resources and support needed to thrive. Backed by industry-leading products and services, sophisticated technology, and a premier investment platform, you will build long-term relationships with clients, earn their trust through your expertise and integrity, and help guide them toward their wealth management and retirement planning goals with confidence and peace of mind.
Fidelity’s Onsite Working Model 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.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA
Here to help you grow your savings and invest in the life you want.
Industry
Financial Services
Company size
10,001+ employees
Founded
1946
Headquarters
Boston, MA
LinkedIn followers
1,406,606
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India.
For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
How much do Finance & Accounting jobs in California pay?
Based on 9079 listings with disclosed salaries, most finance & accounting jobs in California pay between $78k–$211k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in California right now?
There are currently 15,735 open finance & accounting positions in California listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in California?
Companies currently hiring include Bank of America, JPMorganChase, Wells Fargo, U.S. Bank, Citi, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in California?
Yes — 5566 of the 15735 open finance & accounting positions offer remote or hybrid work (1561 remote, 4005 hybrid).
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