VP, Advanced Planning

Fidelity Investments • St. Louis, MO

11d • $118,000 - $226,000 • 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 and uses eMoney and other planning tools to develop comprehensive client solutions. The VP works with an Advanced Planning Analyst to support client engagements throughout a geographic region and primarily uses video technology, while also meeting with clients and advisors at investor centers. Travel is typically 5% to 20%, depending on proximity to regional sites and investor centers. The role is described as remote and requires residence within commuting distance of an Investor Center or Regional Center in Texas, Illinois, Missouri, Minnesota, Colorado, Tennessee, or Kentucky.

The role collaborates virtually and in person with the broader Advanced Planning team. The team works with Fidelity advisors and high-net-worth clients to provide a comprehensive financial planning experience tailored to each client’s financial goals and family circumstances. The VP is also expected to lead an assigned territory and coach and develop junior team members.

Requirements

• Bachelor’s degree.
• 13–15 years of overall work experience, including 7 or more 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 within 90 days of employment.
• Knowledge and experience in 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.
• Ability to work independently and lead a territory.
• Ability to coach and develop junior team members.
• Ability to communicate complex subjects clearly and effectively.
• Strong emotional intelligence and ability to build rapport and communicate effectively with clients and their advisors.
• Client-first mindset and practical approach to delivering planning solutions.
• Ability to manage competing priorities and multiple tasks efficiently.
• Positive, professional demeanor and thoughtful approach to achieving successful client outcomes.

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 planning solutions.
• Support advanced planning client engagements throughout an assigned geographic region in partnership with an Advanced Planning Analyst.
• Meet with clients and advisors, including at investor centers, and use video technology to support engagements.
• Lead an assigned territory to drive high-net-worth client engagement.
• Coach and develop junior team members.
• Collaborate with Fidelity advisors and the Advanced Planning team to provide tailored financial planning experiences.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Retirement benefits.
• 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