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About the Role
The Vice President, Advanced Planning is a client-facing role serving as a financial planning and estate planning subject matter expert for Fidelity’s high net worth clients and their advisors. This role leads end-to-end financial and estate planning engagements using planning tools to deliver comprehensive client solutions, supported by an Advanced Planning Analyst. The team collaborates virtually and in-person to increase collective impact on clients.
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.
- Communicate complex subjects clearly and effectively.
- Build rapport and communicate effectively with clients and their advisors.
- Deliver planning solutions with a client-first mindset and practical approach.
- Manage competing priorities and balance multiple tasks while maintaining efficiency.
Requirements
- Bachelor’s Degree.
- FINRA Series 7 and 66 obtained within 90 days of employment.
- Retirement, financial, investment, and insurance planning required.
- Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge required.
- 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 and lead an assigned territory to drive high-net-worth client engagement.
- Demonstrated ability to communicate complex subjects clearly and effectively.
- Strong emotional intelligence.
- Client-first mindset and practical approach to delivering planning solutions.
- 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.
- Fidelity will not provide immigration sponsorship for this position.
- Residing within commuting distance to an Investor Center or Regional Center in the states of TX, IL, MO, MN, CO, TN or KY.
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
- Working with business owners
- Working with start-ups/Pre IPO companies
- Independent work
- Territory leadership
- Coaching
- Developing junior team members
- Clear and effective communication
- Emotional intelligence
- Rapport building
- Client relationship management
- Problem-solving
- Time management
- Efficiency
Location
- Remote (TX, IL, MO, MN, CO, TN or KY)
Work Type
- Remote
- Full-time
Experience Level
- 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
- JD
- M.T.
- LLM in taxation
- CFA
- CFP®
Salary/Compensations
- $118,000-226,000 USD per year
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance
- Student loan repayment
- Tuition reimbursement
- Learning resources to develop your career
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.
- Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Equal Opportunity
- Fidelity will not provide immigration sponsorship for this position.