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**VP, Advanced Planning: Client-Facing Role in Financial Planning & Estate Planning** As **VP, Advanced Planning**, the role entails driving High Net Worth client engagements and serving as a financial planning and estate planning subject matter authority for Fidelity's elite clients and their advisors. This senior position involves delivering tailored advice, educating clients, and managing a team consisting of a Director and an Advanced Planning Analyst. The role is supported by video technology for remote work, with occasional travel (5-20% depending on location). Key responsibilities include: - Leveraging expertise in estate planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation to provide comprehensive financial planning. - Collaborating with business owners, start-ups, and Pre-IPO companies, and coaching junior team members. - Effective communication of complex financial subjects, balanced work management, and maintaining a positive, professional demeanor. - Bachelor’s degree with relevant designations and 13-15+ years of experience, including 7+ years in trusts and estate planning. - FINRA Series 7 and 66 certifications obtained within 90 days of employment. - Based in commuting distance to a Texas Investor or Regional Center.
- Compensation
- Not specified
- City
- Not specified
- Country
- United States
Currency: Not specified
Full Job Description
Job Description:
The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelitys high net worth clients and their advisors. Depending on our clients needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advanced Planning and an Advanced Planning Analyst, and together as a team will 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 within 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 requires residing within commuting distance to an Investor Center or Regional Center in state of Texas.
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
- Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)
- Retirement, financial, investment, and insurance planning preferred
- Experienced in working with business owners, start-ups/Pre IPO companies a plus
- Works independently and able to lead an assigned territory to drive High Net Worth client engagements
- Effectively coaches, develops, and applies junior team members
- Thrives in a team environment to provide an exceptional client planning experience
- Communicates complex subjects clearly and effectively
- Emotional intelligence to successfully bond with and communicate with clients and their advisors
- Possesses a solution-oriented, client-first work ethic
- Works independently, balances tasks, and prioritizes work to maintain efficiency
- Maintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes
Note: Fidelity is not providing immigration sponsorship for this position.
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 dynamics
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.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
Relationship ManagementPlease 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.
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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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