VP, Advanced Planning

Job Description

The Role --------

The Vice President Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelitys high net worth clients and their advisors. Depending on our clients 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 Advance 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 require residing within commuting distance to an Investor Center or Regional Center in the state of California.

Expertise and Skills You Bring

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To be successful in this role, you will bring the following qualifications and experience:

• Bachelors Degree with any of the following designations preferred:
• CPA
• JD
• M.T.
• LLM in taxation
• CFA
• 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, 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, and 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

The Team

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We are part of the Advanced Planning Leadership Development team, collaborating with Fidelitys advisors and their high-net-worth clients to provide a comprehensive financial planning experience tailored to each clients unique financial goals and family dynamics.

Base Salary Range -----------------

The base salary range for this position is $150,000 - $165,000 per year. Placement in the range will vary based on job responsibilities, scope, geographic location, candidates relevant experience, and other factors.

Total Compensation Package -------------------------

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home, including:

• 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, and learning resources to develop your career

Application Window -----------------

The application window closes when the position is filled or unposted.

Work Environment ----------------

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week, all business days M-F in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Disclaimer ----------

Fidelitys 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. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications --------------

• Series 7 - FINRA
• Series 66 - FINRA