VP, Advanced Planning - REMOTE - South Florida

Fidelity Investments

324d • Remote

About The Position

The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity's high net worth clients and their advisors. Depending on our client's 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, Advance 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 require residing within commuting to the South Florida area Investor Centers.

Requirements

• Bachelor's Degree with preferred designations: CPA, JD, M.T., LLM in taxation, CFA or CFP®.
• 13-15+ years overall work experience with 7+ years in trusts and estate planning, income tax planning or succession planning.
• FINRA Series 7 and 66 obtained within 90-days of employment.
• Knowledge in estate planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation.
• Experience in retirement, financial, investment, and insurance planning preferred.
• Experience working with business owners, start-ups/Pre IPO companies is a plus.

Nice To Haves

• Ability to work independently and lead an assigned territory.
• Experience in coaching and developing junior team members.
• Emotional intelligence to bond with clients and their advisors.
• Solution-oriented, client-first work ethic.
• Ability to balance tasks and prioritize work efficiently.

Responsibilities

• Serve as a financial planning and estate planning subject matter authority for high net worth clients and their advisors.
• Deliver point-in-time estate planning guidance and education.
• Lead comprehensive financial and estate planning engagements.
• Support advanced planning client engagements throughout a geographic region.
• Utilize video technology for remote functions and meet clients in investor centers.
• Collaborate with the Advanced Planning team both virtually and in-person.
• Drive High Net Worth client engagements independently.
• Coach and develop junior team members.
• Communicate complex subjects clearly and effectively.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree