1 vp client services job at 1 company in San Diego, CA
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Vice President, Wealth Planner - San Diego (Rancho Bernardo)
San Diego, California, United States
$96k-$210k/yrOnsiteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOERequires 5+ years in financial services or a related field, 3–5 years in financial planning, active Series 7 and 66 licenses or ability to obtain Series 66, and strong wealth planning, investment, and client relationship skills.