VP, Advanced Planning

This is a fully remote position, open to applicants in Colorado, +6 more states.

📋 Description

• Act as a subject matter expert in financial and estate planning for Fidelity's high-net-worth clients and their advisors.

• Oversee comprehensive financial and estate planning engagements from start to finish.

• Utilize eMoney and other planning tools to provide thorough solutions for clients.

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

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

• Work closely with the Advanced Planning team, both virtually and face-to-face.

• Manage an assigned territory while promoting engagement with high-net-worth clients.

• Mentor and develop junior team members.

• Offer planning solutions customized to meet clients' financial objectives and family circumstances.

• Expect to travel approximately 5%–20% based on the distance to regional sites and investor centers.

⛳️ Requirements

• A Bachelor's Degree is required.

• 13–15 years of overall work experience is necessary.

• A minimum of 7 years' experience in trusts and estate planning, income tax planning, or succession planning within public accounting, law practices, or wealth management.

• Must obtain FINRA Series 7 and 66 licenses within 90 days of employment.

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

• Strong knowledge of estate planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation.

• Capable of creating and reviewing financial plans using tools like eMoney.

• Demonstrated ability to work independently and lead a designated territory to enhance high-net-worth client engagement.

• Skills in coaching and developing junior team members are required.

• Excellent communication skills for explaining complex subjects clearly and effectively.

• High emotional intelligence and the ability to build strong relationships with clients and advisors.

• Competency in managing competing priorities and multiple tasks efficiently.

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

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

• Candidates must reside within commuting distance of an Investor Center or Regional Center in Texas, Illinois, Missouri, Minnesota, Colorado, Tennessee, or Kentucky.

• Please note that Fidelity will not provide immigration sponsorship for this position.

🏝️ Benefits

• Comprehensive health care coverage.

• Emotional well-being support.

• Market-leading retirement benefits.

• Generous paid time off.

• Parental leave.

• Charitable giving employee match program.

• Educational assistance, including student loan repayment.

• Tuition reimbursement.

• Learning resources to facilitate career development.

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

• Remote work options utilizing video technology.

• Opportunities for collaboration both virtually and in person.

• Access to investor centers and regional centers.