Wealth Planner - Thousand Oaks, CA

Soteria Reinsurance Ltd.; Thousand Oaks (CA); On-site; USD 96,000 - 210,000; Full time

Benefits offered by this job

Health care coverage

Retirement plan

Paid time off

Parental leave

Student loan repayment

Tuition reimbursement

Learning resources

Job summary

Fidelity Investments in Thousand Oaks, CA seeks a Wealth Planner to build personalized, comprehensive wealth strategies and maintain long-term client relationships. You will guide clients through investments, retirement, and intergenerational planning with rigorous planning tools and a client-centered approach.

The role emphasizes collaboration, behavioral economics insight, and a high-touch service model, with a base onsite salary plus potential bonuses and benefits.

Qualifications

• Bachelor's degree preferred with CFP designation or progress toward certification.
• Active FINRA Series 7 and 66 licenses or ability to acquire Series 66 on hire.
• 5+ years in financial services or related field; 3–5 years in financial planning.

Responsibilities

• Develop tailored wealth management roadmaps aligning investments, taxes, retirement and protection.
• Deliver high-touch planning, nurture client relationships and grow share of wallet.
• Collaborate with peers to provide integrated financial guidance across generations.

Skills

Relationship building

Financial planning

Investment knowledge

Behavioral economics

Family dynamics

Client satisfaction

Multigenerational planning

Fast-paced environment

Education

Bachelor's degree

CFP certification preferred

Tools

FINRA Series 7

FINRA Series 66

Job description

## Wealth Planner - Thousand Oaks, CAApplylocations: Thousand Oaks, CAtime type: Full timeposted on: Posted Todayjob requisition id: 2133084## ## 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## ## Category:## Sales### About UsAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer.