Posted 11 days ago
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**VP, Advanced Planning** The Vice President, Advanced Planning serves as a financial planning and estate planning SME for Fidelity's high net worth clients and their advisors. This client-facing role leads end-to-end planning engagements using eMoney, collaborating with an Advanced Planning Analyst and regional teams (5-20% travel). Candidates should have 13-15 years of experience, including 7+ years in trusts, estate planning, and income tax planning. FINRA Series 7 and 66 licenses are required. The position offers a base salary range of $118,000 - $226,000, with a comprehensive benefits package.
- Compensation
- $118,000 – $226,000 USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
Full Job Description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter expert for Fidelitys high net worth clients and their advisors. The Advanced Planner leads end-to-end financial and estate planning engagements, utilizing eMoney and other planning tools to deliver comprehensive client solutions. In addition, the role is supported by an Advanced Planning Analyst, and together as a team, support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region.
We also collaborate with the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does require residing within commuting distance to an Investor Center or Regional Center in the states of CA, WA or CO.
The Expertise and Skills You Bring
- Bachelors Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP
- 13-15 years overall work experience with 7+ years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment
- 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
- Can effectively coach and develop junior team members
- 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
- 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
The Team
We are part of the Advanced Planning Leadership Development team collaborating with Fidelitys advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each clients unique financial goals and family dynamic.
Fidelitys 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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidates 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.
Please be advised that Fidelitys 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:
Series 07 - FINRA, Series 66 - FINRACategory:
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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