VP, Advanced Planning - REMOTE - CA, WA, CO

Fidelity Investments Inc.; Canada; Hybrid; USD 120,000 - 185,000; Full time

Job summary

An established industry player is seeking a Vice President of Advanced Planning to provide expert financial and estate planning services to high net worth clients. This client-facing role requires a blend of technical expertise and interpersonal skills, ensuring tailored solutions that meet diverse client needs. With a hybrid working model, this position offers flexibility while emphasizing teamwork and collaboration. Ideal candidates will have a strong background in estate planning, tax strategies, and a commitment to client-first service. Join a dynamic team that values innovation and excellence in financial planning.

Benefits

Health Care

Emotional Well-being Support

Retirement Plans

Paid Time Off

Parental Leave

Charitable Matching

Educational Assistance

Student Loan Repayment

Tuition Reimbursement

Qualifications

• 13-15+ years of experience in trusts and estate planning.
• Ability to lead client engagements independently.

Responsibilities

• Deliver estate planning guidance to high net worth clients.
• Collaborate with team members for client engagements.

Skills

Estate Planning

Income Tax Planning

Client Engagement

Financial Planning

Communication Skills

Team Collaboration

Coaching and Development

Emotional Intelligence

Education

Bachelor’s Degree

CPA

JD

CFA

CFP

M.T. or LLM in Taxation

Job description

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 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. The role is supported by a Director, Advanced Planning, and an Advanced Planning Analyst, and together they support client engagements across a geographic region. The team primarily uses video technology for remote work and meets clients and advisors in investor centers. Collaboration within the team occurs both virtually and in-person to maximize impact. Travel is typically between 5% and 20%, depending on proximity to regional sites and investor centers. The role is remote but requires residing within commuting distance to Jersey City, NJ.

The Expertise and Skills You Bring

• Bachelor’s Degree with preferred designations: CPA, JD, M.T., LLM in taxation, CFA, or CFP
• 13-15+ years of experience, including 7+ years in trusts and estate planning, income tax planning, or succession planning, within public accounting, law practice, or wealth management
• FINRA Series 7 and 66 obtained within 90 days of employment
• Knowledge of estate planning, family wealth transfer, wills/trusts, income taxation, and trust and estate taxation
• Retirement, financial, investment, and insurance planning experience preferred
• Experience working with business owners and start-ups/Pre IPO companies is a plus
• Ability to work independently and lead client engagements in a designated territory
• Ability to coach and develop junior team members
• Strong team collaboration skills to deliver exceptional client experiences
• Effective communication of complex subjects
• High emotional intelligence for client and advisor interactions
• Client-first, solution-oriented work ethic
• Ability to prioritize and manage tasks efficiently
• Professional demeanor with a thoughtful approach to client outcomes

The Team

We are part of the Advanced Planning Leadership Development team, collaborating with Fidelity’s advisors and high-net-worth clients to provide tailored financial planning that considers each client’s unique goals and family dynamics.

The base salary range is $120,000 - $185,000 per year, with placement depending on responsibilities, location, experience, and other factors. Compensation may also include bonuses or variable pay.

We offer a comprehensive benefits package, including health care, emotional well-being support, retirement plans, paid time off, parental leave, charitable matching, and educational assistance such as student loan repayment and tuition reimbursement. The application window closes when the position is filled or unposted.

Fidelity’s hybrid working model combines onsite and offsite work, with most roles requiring onsite work every other week, Monday through Friday.

Certifications:

• Series 07 - FINRA
• Series 66 - FINRA

Category:

Relationship Management