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About the Role

The Vice President, Advanced Planning is a client-facing subject matter expert in financial and estate planning for Fidelity’s high net worth clients and their advisors. This role leads end-to-end planning engagements using specialized tools and is supported by an analyst. The team collaborates virtually and in-person to support client engagements across a geographic region, with travel expected between 5% and 20%.

Responsibilities

Lead end-to-end financial and estate planning engagements.
Utilize eMoney and other planning tools to deliver comprehensive client solutions.
Support advanced planning client engagements throughout a geographic region.
Collaborate with the Advanced Planning team virtually and in-person.
Coach and develop junior team members.
Drive high-net-worth client engagement within an assigned territory.
Deliver planning solutions with a client-first mindset and practical approach.

Requirements

Bachelor’s Degree.
13-15 years overall work experience.
7+ years of trusts and estate planning, income tax planning, or succession planning experience within a public accounting, law practice, or wealth management industry.
Retirement, financial, investment, and insurance planning knowledge.
Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge.
Ability to create and review financial plans using tools such as eMoney.
Experience working with business owners, start-ups/Pre IPO companies is a plus.
Proven ability to work independently.
Demonstrated ability to communicate complex subjects clearly and effectively.
Strong emotional intelligence with a proven ability to build rapport and communicate effectively with clients and their advisors.
Ability to work independently, manage competing priorities, and balance multiple tasks while maintaining efficiency.
Positive, professional demeanor and apply a thoughtful approach to achieving successful client outcomes.
Reside within commuting distance to an Investor Center or Regional Center in CA, WA, or CO.
Fidelity will not provide immigration sponsorship for this position.
FINRA Series 7 and 66 obtained within 90 days of employment.
Individuals with certain Criminal Histories may be restricted from hiring or association due to applicable laws and regulations.

Skills

Financial planning
Estate planning
eMoney
Trusts and estate planning
Income tax planning
Succession planning
Retirement planning
Investment planning
Insurance planning
Family wealth transfer planning
Wills/trusts
Trust and estate taxation
Client engagement
Coaching
Developing junior team members
Clear and effective communication
Emotional intelligence
Rapport building
Independent work
Managing competing priorities
Balancing multiple tasks
Efficiency
Professional demeanor
Thoughtful approach

Location

Remote (residing within commuting distance to an Investor Center or Regional Center in CA, WA, or CO)

Work Type

Remote
Full-time

Experience Level

Vice President
13-15 years overall work experience
7+ years of trusts and estate planning, income tax planning or succession planning work experience

Education Level

Bachelor's Degree
CPA preferred
JD preferred
M.T. preferred
LLM in taxation preferred
CFA preferred
CFP® preferred

Salary/Compensations

$118,000-226,000 USD per year

Benefits

Comprehensive health care coverage
Emotional well-being support
Market-leading retirement plan
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources

About the Company

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.
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.