VP, Advanced Planning

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Act as a financial planning and estate planning specialist for Fidelity’s high net worth clients and their advisors.

• Oversee complete financial and estate planning projects.

• Employ eMoney and other planning tools to provide thorough client solutions.

• Collaborate with an Advanced Planning Analyst to assist with complex planning client engagements across a specific geographic area.

• Engage with clients and advisors at investor centers throughout the region.

• Work together with the Advanced Planning team both virtually and in-person.

• Enhance and sustain the team's overall impact on clients.

• Manage a designated territory and promote engagement with high-net-worth clients.

• Mentor and develop junior team members.

• Convey complex topics clearly and effectively.

⛳️ Requirements

• Fidelity will not offer immigration sponsorship for this role.

• Bachelor’s Degree required.

• 13–15 years of overall professional experience.

• Minimum of 7 years in trusts and estate planning, income tax planning, or succession planning within a public accounting, legal practice, or wealth management sector.

• FINRA Series 7 and 66 must be obtained within 90 days of employment.

• Knowledge in retirement, financial, investment, and insurance planning is essential.

• Proficiency in estate planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation is required.

• Capability to create and evaluate financial plans using tools like eMoney.

• Ability to work autonomously and lead a designated territory to enhance engagement with high-net-worth clients.

• Skill in mentoring and developing junior team members.

• Proven ability to articulate complex subjects in a clear and effective manner.

• Strong emotional intelligence with the ability to establish rapport and communicate effectively with clients and their advisors.

• A client-first mindset and a practical approach to delivering planning solutions.

• Competence in managing competing priorities and balancing multiple tasks while ensuring efficiency.

• Positive, professional demeanor with a thoughtful approach to achieving successful client outcomes.

• CPA, JD, M.T., LLM in taxation, CFA, or CFP® designation preferred.

• Experience with business owners and start-ups/Pre IPO companies is advantageous.

🏝️ Benefits

• Comprehensive health care coverage.

• Support for emotional well-being.

• Leading retirement benefits.

• Generous paid time off.

• Parental leave.

• Program for charitable giving employee matching.

• Educational assistance, including student loan repayment.

• Tuition reimbursement.

• Career development resources.

• Bonus or other variable compensation may be included based on position and eligibility.