Senior VP, Advanced Wealth & Estate Planning

Fidelity Investments Inc.; Dallas (TX); Teletrabalho; USD 180 000 - 240 000; Tempo integral

Resumo da oferta

Fidelity Investments seeks a Vice President, Advanced Planning to serve as a financial and estate planning expert for Fidelity’s high net worth clients and their advisors. The Advanced Planner leads end-to-end engagements using eMoney and other tools to deliver comprehensive client solutions.

The role is remote but must reside within commuting distance to an Investor Center or Regional Center in TX, OK or LA, with travel typically 5–20%.

Qualificações

• 13-15 years of overall work experience with 7+ years in trusts and estate planning or related areas
• FINRA Series 7 and 66 obtained within 90 days of employment
• Retirement, financial, investment, and insurance planning experience
• Estate planning, family wealth transfer, wills/trusts, and related tax knowledge
• Ability to create and review financial plans using eMoney

Responsabilidades

• Lead end-to-end financial and estate planning engagements for high net worth clients
• Collaborate with the Advanced Planning team to support engagements across a region
• Use video technology for remote work and meet clients at investor centers as needed
• Coach and develop junior team members and drive client engagement

Conhecimentos

Financial planning

Estate planning

Income tax planning

Client engagement

Leadership

Communication

Coaching

Time management

Emotional intelligence

Strategic thinking

Formação académica

Bachelor’s Degree with CPA/JD/MT/LLM in taxation/CFA/CFP®

Ferramentas

FINRA Series 7

FINRA Series 66

eMoney

Descrição da oferta de emprego

Fidelity Investments seeks a Vice President, Advanced Planning to serve as a financial and estate planning expert for Fidelity’s high net worth clients and their advisors. The Advanced Planner leads end-to-end engagements using eMoney and other tools to deliver comprehensive client solutions.

The role is remote but must reside within commuting distance to an Investor Center or Regional Center in TX, OK or LA, with travel typically 5–20%.