VP, Advanced Planning

Fidelity Investments • San Diego, CA

1d • $150,000 - $165,000 • Remote

About The Position

Job Description The Role 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.

Requirements

• Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP®
• 13-15+ years overall work experience with 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
• Experienced in working with business owners, start-ups/Pre IPO companies a plus
• 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

Nice To Haves

• Experienced in working with business owners, start-ups/Pre IPO companies a plus

Benefits

• comprehensive health care coverage and emotional well-being support
• market-leading retirement
• generous paid time off and 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