VP, Advanced Planning

Fidelity • Los Angeles, CA

17h • 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. The Advanced Planner leads a comprehensive financial and estate planning engagement leveraging various financial planning tools such as eMoney. In addition, the role is supported by 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 California or Colorado.

Requirements

• Bachelor’s Degree
• FINRA Series 7 and 66 obtained within 90-days of employment
• Retirement, financial, investment, and insurance planning knowledge
• Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge
• Ability to create and review financial plans using tools such as eMoney
• Experienced in working with business owners, start-ups/Pre IPO companies
• Works independently and able to lead an assigned territory
• Thrives in a team environment
• 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

Nice To Haves

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

Responsibilities

• Lead a comprehensive financial and estate planning engagement leveraging various financial planning tools such as eMoney.
• 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.
• Effectively coach, develop, and apply junior team members.
• Drive High Net Worth client engagements.
• Provide an exceptional client planning experience.
• Communicate complex subjects clearly and effectively.
• Bond with and communicate with clients and their advisors.
• Deliver successful customer outcomes.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

What This Job Offers

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