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VP, Advanced Planning

Fidelity Investments

Saint Louis, MO

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JOB DETAILS
SKILLS
Accounting Standards and Regulations, Analysis Skills, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Coaching, Communication Skills, Customer Relations, ERISA (Employee Retirement Income Security Act of 1974), Establish Priorities, Estate Planning, Family Planning, Financial Planning, High Net Worth, Income Tax, Insurance, Investment Services, Leadership, Microsoft Exchange Server, Public Accounting, Regulations, Relationship Management, Sales Management, Securities, Securities Investments, Series 7, Startup, State Laws and Regulations, Succession Planning, Tax Planning, Wealth Management
LOCATION
Saint Louis, MO
POSTED
3 days ago
Job 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. The Advanced Planner leads a comprehensive financial andestate 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 the state of Missouri or Kansas.

The Expertise and Skills You Bring
  • 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


Note: Fidelity is not providing immigration sponsorship for this position.

The Team

We are part of the Advanced Planning Leadership Development team collaborating with Fidelity's advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client's unique financial goals and family dynamics

Certifications:
Series 07 - FINRA, Series 66 - FINRA

Category:

Relationship Management
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

About the Company

F

Fidelity Investments

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses. Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.
COMPANY SIZE
10,000 employees or more
INDUSTRY
Banking
FOUNDED
1946
WEBSITE
https://jobs.fidelity.com/