VP, Advanced Planning

Fidelity • Dallas, TX

9d • Remote

About The Position

The Vice President, Advanced Planning is a client-facing financial and estate planning subject matter expert for Fidelity’s high-net-worth clients and their advisors. The role leads end-to-end financial and estate planning engagements, using eMoney and other planning tools to develop comprehensive client solutions. Working with an Advanced Planning Analyst, the Advanced Planner supports client engagements throughout an assigned geographic region. The position primarily uses video technology to work remotely and also includes meetings with clients and advisors at investor centers across the region. The Advanced Planner collaborates with the broader Advanced Planning team virtually and in person. Travel is typically 5% to 20%, depending on proximity to regional sites and investor centers. The role is remote, but the employee must reside within commuting distance of an Investor Center or Regional Center in Texas, Illinois, Missouri, Minnesota, Colorado, Tennessee, or Kentucky.

The position is part of the Advanced Planning Leadership Development team, which collaborates with Fidelity advisors and high-net-worth clients to provide comprehensive financial planning tailored to each client’s financial goals and family circumstances. Fidelity will not provide immigration sponsorship for this position.

Requirements

• Bachelor’s degree.
• 13–15 years of overall work experience.
• At least 7 years of trusts and estate planning, income tax planning, or succession planning experience in public accounting, a law practice, or wealth management.
• Obtain FINRA Series 7 and Series 66 licenses within 90 days of employment.
• Knowledge of retirement, financial, investment, and insurance planning.
• Knowledge of estate planning, family wealth transfer planning, wills and trusts, income taxation, and trust and estate taxation.
• Ability to create and review financial plans using tools such as eMoney.
• Proven ability to work independently and lead an assigned territory.
• Ability to communicate complex subjects clearly and effectively and build rapport with clients and their advisors.
• Ability to work independently, manage competing priorities, and balance multiple tasks efficiently.
• Client-first mindset, practical approach to planning solutions, and thoughtful, professional demeanor.
• Must reside within commuting distance of an Investor Center or Regional Center in TX, IL, MO, MN, CO, TN, or KY.

Nice To Haves

• CPA, JD, M.T., LLM in taxation, CFA, or CFP® designation.
• Experience working with business owners and start-ups or pre-IPO companies.

Responsibilities

• Lead end-to-end financial and estate planning engagements for high-net-worth clients and their advisors.
• Use eMoney and other planning tools to create and review financial plans and deliver comprehensive client solutions.
• Support advanced planning client engagements throughout an assigned geographic region in partnership with an Advanced Planning Analyst.
• Meet with clients and advisors using video technology and at investor centers across the region.
• Collaborate with the Advanced Planning team virtually and in person.
• Lead the assigned territory to drive high-net-worth client engagement.
• Coach and develop junior team members.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Retirement benefits.
• Generous paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.

What This Job Offers

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