VP, Advanced Planning

🔥 0 minutes ago

🏄 California, Colorado, +1 more states – Remote

🏄 California – Remote ⛰️ Colorado – Remote ☕ Washington – Remote

💵 $118k - $226k / year

⏰ Full Time

🔴 Lead

👔 Vice President

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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 • Utilize eMoney and other planning tools to deliver comprehensive client solutions • Work with an Advanced Planning Analyst to support advanced planning client engagements throughout a geographic region • Meet clients and advisors in investor centers across the region • Collaborate with the Advanced Planning team virtually and in person • Maintain and increase the team’s collective impact on clients • Lead an assigned territory and drive high-net-worth client engagement • Coach and develop junior team members • Communicate complex subjects clearly and effectively

🎯 Requirements

• Fidelity will not provide immigration sponsorship for this position • Bachelor’s Degree • 13–15 years overall work experience • 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 • Ability to work independently and lead an assigned territory to drive high-net-worth client engagement • Ability to coach and develop junior team members • Demonstrated 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 balance multiple tasks while maintaining efficiency • Positive, professional demeanor and thoughtful approach to achieving successful client outcomes • CPA, JD, M.T., LLM in taxation, CFA or CFP® preferred • Experience working with business owners, start-ups/Pre IPO companies is a plus

🏖️ Benefits

• Comprehensive health care coverage • Emotional well-being support • Market-leading retirement • 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