VP, Advanced Planning

Fidelity Investments•San Diego, CA

2d•$118,000 - $226,000•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 expert for Fidelity’s high net worth clients and their advisors. The Advanced Planner leads end-to-end financial and estate planning engagements, utilizing eMoney and other planning tools to deliver comprehensive client solutions. In addition, the role is supported by an Advanced Planning Analyst, and together as a team, 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 with 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 distance to an Investor Center or Regional Center in the states of CA, WA or CO.

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
Retirement, financial, investment, and insurance planning required
Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge required
Ability to create and review financial plans using tools such as eMoney
Proven ability to work independently and lead an assigned territory to drive high-net-worth client engagement
Demonstrated ability to communicate complex subjects clearly and effectively
Strong emotional intelligence with a proven ability to build rapport and communicate effectively with clients and their advisors
Client-first mindset and practical approach to delivering planning solutions
Ability to work independently, manage competing priorities, and balance multiple tasks while maintaining efficiency.
Positive, professional demeanor

Nice To Haves

CPA, JD, M.T., LLM in taxation, CFA or CFP® designations
Experience working with business owners, start-ups/Pre IPO companies is a plus

Responsibilities

Lead end-to-end financial and estate planning engagements.
Utilize eMoney and other planning tools to deliver comprehensive client solutions.
Support advanced planning client engagements throughout a geographic region as part of a team.
Collaborate with the Advanced Planning team both virtually and in-person.
Coach and develop junior team members.
Communicate complex subjects clearly and effectively.
Build rapport and communicate effectively with clients and their advisors.
Deliver planning solutions with a client-first mindset and practical approach.
Manage competing priorities and balance multiple tasks while maintaining efficiency.
Apply a thoughtful approach to achieving successful client outcomes.