Senior VP, Advanced Planning & Wealth Strategy

Fidelity Investments Inc.; Jackson (TN); Remote; USD 180,000 - 240,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Vice President, Advanced Planning who serves as a subject matter expert for high net worth clients and their advisors. You will lead end-to-end financial and estate planning engagements using eMoney and other tools, supported by an Advanced Planning Analyst, across a regional area.

Travel 5–20% is typical. The role is remote but requires residency within commuting distance to an Investor Center or Regional Center in TX, OK or LA.

Qualifications

• 7+ years in trusts/estate planning or related fields within wealth management.
• FINRA Series 7 and 66 obtained within 90 days of employment.
• Experience with retirement, financial and investment planning; wills/trusts; and tax planning.

Responsibilities

• Lead end-to-end financial and estate planning engagements for high net worth clients.
• Collaborate with Advanced Planning Analyst to support engagements across the region.
• Utilize planning tools (eMoney and others) to deliver client solutions.
• Travel 5–20%; remote work with residency near Investor Center/Regional Center in TX, OK or LA.

Skills

Estate planning

Tax planning

Client engagement

Mentoring

Communication

Emotional intelligence

Independent leadership

FINRA Series 7/66

Education

Bachelor's degree with CPA/JD/M.T./LLM in taxation/CFA/ CFP®

Tools

eMoney

Job description

Fidelity Investments Inc. is seeking a Vice President, Advanced Planning who serves as a subject matter expert for high net worth clients and their advisors. You will lead end-to-end financial and estate planning engagements using eMoney and other tools, supported by an Advanced Planning Analyst, across a regional area.

Travel 5–20% is typical. The role is remote but requires residency within commuting distance to an Investor Center or Regional Center in TX, OK or LA.