VP, Advanced Planning

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🔥 19 hours ago

🍂 Massachusetts, Rhode Island – Remote

🍂 Massachusetts – Remote ⚓ Rhode Island – Remote

💵 $118k - $226k / year

⏰ Full Time

🔴 Lead

👔 Vice President

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skillventory - A Leading Talent Research Firm

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2008

Skillventory is a leading name among top recruitment consultants having clients PAN India. Started in 2008, we feel delighted to state that we helped in shaping the careers of more than 20000 job seekers. We are a full spectrum Manpower Consultancy Firm, fulfilling manpower requirements of businesses by offering the wide range of services from Executive Search, Recruitment, Specialists-on-Contract, HR Automation, Consulting, Outsourcing, and Training. We are easily accessible, reachable and serving clients across India effectively and efficiently, as we are located in 6 major locations of the country, with Workstations in Indore , Mumbai , Ahmedabad ,Bangalore , New Delhi and Pune

📋 Description

• 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.

🎯 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 • Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required) • Retirement, financial, investment, and insurance planning preferred • 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

🏖️ 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