Elite Wealth Planner — Multigenerational Financial Guidance
Job in
Thousand Oaks, Ventura County, California, 91362, USA
Listed on 2026-08-02
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
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.
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