VP, Advanced Planning

🔥 0 minutes ago

⛰️ Colorado, Illinois, +5 more states – Remote

⛰️ Colorado – Remote 🌽 Illinois – Remote 🐎 Kentucky – Remote ❄️ Minnesota – Remote 🏰 Missouri – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote

💵 $118k - $226k / year

⏰ Full Time

🔴 Lead

👔 Vice President

👻 Ghost score 0%

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Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

💸 Finance

🤝 B2B

👥 B2C

💰 $2M Series unknown on 2024-03

Finance • B2B • B2C

Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.

📋 Description

• Serve as a financial planning and estate planning subject matter expert for Fidelity’s high-net-worth clients and their advisors • Lead end-to-end financial and estate planning engagements • Use eMoney and other planning tools to deliver comprehensive client solutions • Partner with an Advanced Planning Analyst to support client engagements throughout a geographic region • Meet with clients and advisors in investor centers across the region • Collaborate with the Advanced Planning team virtually and in person • Lead an assigned territory and drive high-net-worth client engagement • Coach and develop junior team members • Deliver planning solutions tailored to clients’ financial goals and family dynamics • Travel approximately 5%–20% depending on proximity to regional sites and investor centers

🎯 Requirements

• Bachelor’s Degree • 13–15 years overall work experience • 7+ years of trusts and estate planning, income tax planning, or succession planning experience within public accounting, law practice, or wealth management • FINRA Series 7 and 66 obtained within 90 days of employment • Retirement, financial, investment, and insurance planning experience • Knowledge of estate planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation • 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 • Ability to coach and develop junior team members • Ability to communicate complex subjects clearly and effectively • Strong emotional intelligence and ability to build rapport with clients and advisors • Ability to manage competing priorities and multiple tasks efficiently • CPA, JD, M.T., LLM in taxation, CFA, or CFP® preferred • Experience working with business owners and start-ups/Pre IPO companies is a plus • Must reside within commuting distance to an Investor Center or Regional Center in Texas, Illinois, Missouri, Minnesota, Colorado, Tennessee, or Kentucky • Fidelity will not provide immigration sponsorship for this position

🏖️ Benefits

• Comprehensive health care coverage • Emotional well-being support • Market-leading retirement benefits • Generous paid time off • Parental leave • Charitable giving employee match program • Educational assistance, including student loan repayment • Tuition reimbursement • Learning resources to develop your career • Bonus or other variable compensation may be included depending on position and eligibility • Remote work using video technology • Collaboration virtually and in-person • Investor center and regional center access