VP, Advanced Planning

Fidelity Investments • Nashville, TN

3d • Hybrid

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, 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 states or Tennessee, Arkansas, or Alabama.

Requirements

• Bachelor’s Degree
• 13-15+ years overall work experience
• 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
• Experienced in working with business owners, start-ups/Pre IPO companies
• 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
• Residing within commuting distance to an Investor Center or Regional Center in states or Tennessee, Arkansas, or Alabama.

Nice To Haves

• CPA, JD, M.T., LLM in taxation, CFA or CFP® designations preferred
• Retirement, financial, investment, and insurance planning preferred

Responsibilities

• Serve as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors.
• Deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement.
• Support advanced planning client engagements throughout a geographic region as part of a team.
• Collaborate within the Advanced Planning team both virtually and in-person.
• Coach, develop, and apply junior team members.
• Drive High Net Worth client engagements within an assigned territory.
• Provide an exceptional client planning experience.

Benefits

• Fidelity’s 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive