Senior Wealth & Estate Planning Executive (Remote)

Fidelity Investments Inc.; Oklahoma City (OK); Remote; USD 180,000 - 250,000; Full time

Job summary

Fidelity Investments seeks a Vice President, Advanced Planning to serve high net worth clients with comprehensive financial and estate planning. The role employs eMoney and other tools to deliver client solutions, supported by an Advanced Planning Analyst, across a regional area.

Remote work is permissible with residency within commuting distance to an Investor Center in TX, OK, or LA; travel is typically 5–20% of the time as needed to meet clients and advisors.

Qualifications

• 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
• Experience working with business owners, start-ups/Pre IPO companies is a plus
• Proven ability to work independently and lead an assigned territory to drive high-net-worth client engagement
• Can effectively coach and develop junior team members
• Demonstrated ability to communicate complex subjects clearly and effectively
• Strong emotional intelligence with a proven ability to build rapport and communicate effectively with clients and their advisors
• Client-first mindset and practical approach to delivering planning solutions
• Ability to work independently, manage competing priorities, and balance multiple tasks while maintaining efficiency.
• Positive, professional demeanor and apply a thoughtful approach to achieving successful client outcomes

Responsibilities

• Lead end-to-end financial and estate planning engagements for high net worth clients using eMoney and other planning tools
• Collaborate with Advanced Planning Analyst to support engagements across a geographic region
• Travel typically 5% to 20% depending on proximity to regional sites and investor centers
• Communicate complex planning concepts clearly to clients and their advisors
• Coach and develop junior team members and drive client engagement

Job description

Fidelity Investments seeks a Vice President, Advanced Planning to serve high net worth clients with comprehensive financial and estate planning. The role employs eMoney and other tools to deliver client solutions, supported by an Advanced Planning Analyst, across a regional area.

Remote work is permissible with residency within commuting distance to an Investor Center in TX, OK, or LA; travel is typically 5–20% of the time as needed to meet clients and advisors.