Job Closed
This listing is no longer active.
Founded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
Vice President, Wealth Management Advisor
Location
California
Posted
79 days ago
Salary
$115K - $200K / year
Seniority
Lead
Job Description
Vice President, Wealth Management Advisor
Fidelity Investments
Title: VP, Wealth Management Advisor - Palo Alto, CA Location: 251 University Ave, Palo Alto CA Job Description: The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy. The Expertise We’reLooking For - FINRA Series 7 & 66 licensed and holdappropriate stateregistrations, OR ability toacquireSeries 66 upon hire - Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings - A sound understanding of the Broker/Dealer and RIA marketplace - Bachelor’s Degree The Purpose of Your Role This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals whilemaintaininga high levelof superior service to drive client loyalty. The Skills You Bring - Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance - Rapport as a poised senior associate withsignificant experience, keen communicatingskillsand depth of knowledgeregardingportfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products - Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs - An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results Note: Fidelity is not providing immigration sponsorship for this position The Value You Deliver - You are helping families grow and protect their assets by: - Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer - Developing a comprehensive wealth and financial plan intended to organize the client’s finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy - Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities - Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of accountobjectivesto meet client needs such as retirement cash flow, tax minimization, and estate planning - Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience How Your Work Impacts the Organization Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clientsidentifylong termobjectivesand develop strategies for achieving them. The base salary range for this position is $115,000 - $200,000 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. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position. 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 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales
Related Guides
Related Categories
Related Job Pages
More Vice President Jobs
• Assume shared responsibility for P&L for the inland marine line and property lines of business • Assist in the strategic initiatives for property and inland marine lines of business • Review property and inland marine referrals based on technical complexity, market segmentation strategy, market appetite and collaborating with business leaders • Responsible for adhering to property catastrophe strategy and aggregation management across all business units • Provide guidance on acceptability of complex underwriting risks • Conduct research for underwriters on specific classes of business • Collaborate with internal partners to develop and deliver training for property and inland marine expertise • Develop key analytic insights and profitability drivers for property and marine lines of business • Monitor the mix of business for the property and inland marine portfolios • Research and provide analysis for implementation of new property and inland marine appetite ideas • Maintain strong agency relationships with key customers
Vice President of Culinary - Remote
Compass GroupFounded in 1941, Compass Group is a multinational corporation and the world’s largest provider of contract foodservice and support services. Headquartered in
Salary: $170,000 - $190,000 / year Pay Grade: [[payGrade_obj]] Other Forms of Compensation: Annual bonus potential, company vehicle lease or monthly car allowance As the leader in business and industry dining, Eurest is the company to join if you want a rewarding career packed with limitless opportunities. We feed the employees of the nation's largest and most-prestigious companies -- in every state and across all industries. As a member of Eurest's leadership and professional support team, you will help our 16,000 chefs, and in-unit associates excel as they deliver world-class meals in corporate cafes and executive dining rooms with on-site catering through vending innovations and more. Our company is innovative, high performing and fast growing. Our teammates are enthusiastic, committed to quality and thrive on consistently delivering unparalleled results. And did we mention we work with exciting companies and at interesting locations? Come grow your career with Eurest. Job Summary: As a working Vice President of Culinary Services, you will ensure the highest level of culinary standards are maintained within the Defense Sector. You will do this by managing culinary leaders and holding them accountable to corporate and sector standards. This role is responsible for maintaining all assigned sector responsibilities including hiring and training of executive chefs, menu creation, cost reduction, establishing and maintaining culinary standards and more. The role is “physically hands on" in support of all chefs with culinary development, opening support, new and rebid sales, catering events, and standards implementation and adherence for all defense sector accounts. Beyond culinary leadership, this role requires a deeply rooted hospitality-driven mindset. This position is not solely about feeding large populations, it is about delivering true hospitality through food: care, dignity, consistency, and pride in service. As the leader of culinary operations that nourishes our nation’s Army, this role sets the tone for how food supports morale, readiness, and well-being. A genuine passion for hospitality, service to others, and respect for those being served is essential to leading teams who understand the impact their work has on the lives and mission of our service members. Key Responsibilities: - Developing long-term culinary innovation strategy and culinary standards that balance consumer expectations with corporate financial goals - Serve as the primary culinary subject matter authority within the Defense Sector - Communicate, train and educate team members on the latest trends within the industry - Provide overall mentorship, inspiration, direction & training for all culinary team members - Build strategic alliances and partnerships within the organization to collaboratively implement business strategies - Maintain ongoing knowledge of Defense Sector key culinary needs and take appropriate actions - Develop team members through appropriate training, coaching and mentoring to ensure strong culinary expertise and performance - Partner with purchasing and supply chain to facilitate ingredient selection, maintenance of managed order guides and supplier optimization - Support business development process in collaboration with sector specific partners - Lead design, development and maintenance of standardized recipes for various applications - Serve as the primary culinary subject matter expert within company and communicate and educate on latest trends within the Defense industry - Develop long-term culinary strategy that balances consumer expectations with corporate financial goals/budgets - Maintain strategic accountability for overall menu/product offerings including food cost controls, core recipe standardization, portion standards, inventory management, prep standards, and waste/cost control programs - Travel is 50% or more - Perform other duties as assigned Qualifications: - ACF certification OR equivalent certification required - Culinary Degree required, Bachelor’s degree preferred - 10+ years of culinary management experience with at least 3 years multi-location experience across a wide geographical span - Project management skills - Ability to generate revenue by building top-line driven initiatives, understanding the importance of middle and bottom-line tactics - Strong strategic and analytic thinking - Proven track record in managing and leading an R&D team and/or menu innovation process across multiple units - a plus - Demonstrated experience across restaurant/casual dining and contract food service environments, with proven success leading large-scale, high-volume culinary operations and driving growth across diverse market segments; experience in mass production and fast-paced settings - strongly desired Apply to Eurest today! Eurest is a member of Compass Group USA Click here to Learn More about the Compass Story Associates at Eurest are offered many fantastic benefits. - Medical - Dental - Vision - Life Insurance/ AD - Disability Insurance - Retirement Plan - Paid Time Off - Holiday Time Off (varies by site/state) - Associate Shopping Program - Health and Wellness Programs - Discount Marketplace - Identity Theft Protection - Pet Insurance - Commuter Benefits - Employee Assistance Program - Flexible Spending Accounts (FSAs) - Paid Parental Leave - Personal Leave Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here or copy/paste the link below for paid time off benefits information. https://www.compass-usa.com/wp-content/uploads/2026/01/2026_Wage-Transparency_Eurest.pdf Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Eurest maintains a drug-free workplace. Applications are accepted on an ongoing basis.
• Drive revenue growth and market expansion by leading our commercial operations • Build a high-performing sales team • Establish strategic partnerships with our clients • Develop and execute comprehensive business strategies • Manage key accounts and strategic alliances • Work closely with Marketing, Product, and Engineering teams to align market opportunities with company capabilities • Coach your sales team • Analyze pipeline performance • Negotiate major deals • Conduct market analysis • Drive process improvements to consistently deliver results in the MedTech/Diagnostics market domain.
Vice President, Global Head of Clinical Data Sciences
Premier ResearchWe’re Built for Biotech℠, dedicated to helping today’s top innovators turn big ideas into life-changing treatments.
Premier Research is looking for a Vice President, Global Head of Clinical Data Sciences to join our Clinical Data Sciences team. You will help biotech, medtech, and specialty pharma companies transform life-changing ideas and breakthrough science into new medicines, devices, and diagnostics. What we do is profoundly connected to saving and improving lives, and we recognize our team members are the most valuable asset in delivering success. - We are here to help you grow, to give you the skills and opportunities to excel at work with the flexibility and balance your life requires. - Your ideas influence the way we work, and your voice matters here. - As an essential part of our team, you help us deliver the medical innovation that patients are desperate for. Join us and build your future here. What you'll be doing: - Oversee global data management operations with a focus on streamlining workflows, reducing cycle times, and enhancing data reliability. - Implement scalable, tech‑enabled processes that support faster database builds, earlier data insights, and higher‑quality deliverables. - Establish robust governance frameworks that ensure consistency, compliance, and traceability across all programs. - Build, develop and mentor high performing global teams to adopt new tools, methodologies, and mindsets that support digital transformation. - Define and implement the global vision, operating model, and long‑term roadmap for Clinical Data Sciences. What we're looking for: - Bachelor’s Degree preferably in Life Science required and Post Graduate preferred - 15+ years mastery in required or related experience - 10+ years’ experience in people management - 7+ years in a leadership role - International travel is required



