VP, Advanced Planning

Fidelity•Dallas, TX

2d•Hybrid

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. Depending on our client’s needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advanced Planning and 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 Texas.

Requirements

Bachelor’s Degree
FINRA Series 7 and 66 obtained within 90-days of employment
Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)
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
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
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®
Retirement, financial, investment, and insurance planning preferred

Responsibilities

Deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement.
Support advanced planning client engagements throughout a geographic region.
Collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve.
Effectively coaches, develops, and applies junior team members.
Works independently, balances tasks, and prioritizes work to maintain efficiency.