Vice President of Wealth Management Jobs
Vice President of Wealth Management jobs are open across private banking, wirehouse brokerages, independent RIAs, and trust companies, with specializations in portfolio management, client relationship development, and financial planning, at levels from senior associate to managing director. See the openings below and apply to the ones that match your experience.
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Fidelity will not provide immigration sponsorship for this position.
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.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
SalesPlease 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.
Fidelity will not provide immigration sponsorship for this position.
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.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
SalesPlease 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.
Vice President of Wealth Management Jobs by Experience Level
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Find JobsVice President of Wealth Management Job Market
Who's Hiring
- JPMorganChase46
- State Street10
- Fidelity Investments8
- Wilshire Advisors6
- Goldman Sachs5
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Fintech
- Law & Legal Services
What Employers Look For
The qualifications that appear most often in vice president of wealth management jobs.
- 7 or more years of experience in wealth management, private banking, or financial advisory
- Active Series 7 and Series 65 or Series 66 FINRA licenses required
- Demonstrated history of managing a substantial client book of business
- CFP, CFA, or CIMA designation strongly preferred or required
- Bachelor's degree in finance, economics, business, or a related field
- Experience using financial planning software such as eMoney, MoneyGuidePro, or Salesforce Financial Services Cloud
Tips for Your Vice President of Wealth Management Job Search
Quantify your AUM on your resume
Hiring managers for this role want to see assets under management figures, revenue generated, and client retention rates. Generic descriptions of responsibilities won't stand out. Replace them with concrete numbers that show the scale of your book of business.
Highlight your FINRA licenses upfront
Series 7, Series 66, and CFP credentials belong in your resume header or a dedicated credentials line, not buried in a skills section. Recruiters screening vice president of wealth management candidates often filter by licensure before reading anything else.
Target firms by their client demographic
RIAs focused on ultra-high-net-worth families, wirehouse teams serving mass-affluent clients, and trust departments at community banks each want different things. Tailor your resume to reflect experience that mirrors the firm's client profile and minimum account size.
Apply early to roles that fit
Migrate Mate lists vice president of wealth management openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare for a client scenario interview
Many firms use a case-style round where you walk through how you'd handle a client's estate planning concern or asset reallocation request. Practice speaking through your reasoning aloud, since interviewers are evaluating both your technical knowledge and how you communicate with clients.
Negotiate total comp, not just base salary
Offers at this level almost always include a trailing commission structure, deferred compensation, or a signing bonus tied to bringing over existing clients. Understand how each component works before accepting, and be ready to ask about the grid structure and payout timelines.
Vice President of Wealth Management Jobs: Frequently Asked Questions
Which companies are hiring the most vice president of wealth managements?
The most active employers for vice president of wealth managements right now are JPMorganChase, State Street, and Fidelity Investments, and the most openings are in New York, Texas, and Massachusetts, based on current listings on Migrate Mate as of November 2026. Demand tends to concentrate at wirehouses, regional banks, and independent RIA firms that are in active growth mode.
How many vice president of wealth management jobs are remote?
About 68% of vice president of wealth management openings are fully remote or hybrid as of November 2026, though the role remains more in-person than many finance positions due to the relationship-driven nature of client work. Financial planning and investment strategy roles tend to have the most flexibility, while client-facing relationship management roles usually require an in-office or hybrid schedule.
How do you become a vice president of wealth management?
Most vice president of wealth management professionals start as financial advisors or associate wealth managers, build a client book over several years, and earn key FINRA licenses including the Series 7 and Series 66. Obtaining a CFP or CFA designation accelerates promotion. Firms typically promote to VP level when an advisor demonstrates consistent revenue growth, strong client retention, and the ability to manage junior team members.
Can you get hired as a vice president of wealth management without direct experience?
Moving directly into a VP-level wealth management role without prior advisory experience is uncommon, but professionals from related fields such as commercial banking, estate law, or accounting with a CPA can make the transition. Firms are more open to career changers who already hold active FINRA licenses, have managed client relationships in a financial context, and can demonstrate a network with potential to generate new business.
What does the vice president of wealth management interview process look like?
The process typically begins with an HR screen, followed by a business development conversation with a regional manager or branch director focused on your existing book of business and growth plan. A technical round covers investment philosophy, financial planning scenarios, and product knowledge. Final rounds often include a presentation to a panel where you pitch how you would grow the practice or bring over clients from your current firm.
Where can I find and apply to vice president of wealth management jobs?
You can find and apply to vice president of wealth management jobs on Migrate Mate, which lists current openings from employers across the United States. Search the listings to find roles that match your experience, credentials, and preferred location, then apply directly to each one that fits.
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