VP, Advanced Planning

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

Job summary

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%.

Qualifications

• 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

Responsibilities

• 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

Skills

Financial planning

Estate planning

Income tax planning

Client engagement

Leadership

Communication

Coaching

Time management

Emotional intelligence

Strategic thinking

Education

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

Tools

FINRA Series 7

FINRA Series 66

eMoney

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter expert for Fidelity’s high net worth clients and their advisors. The Advanced Planner leads end-to-end financial and estate planning engagements, utilizing eMoney and other planning tools to deliver comprehensive client solutions. In addition, the role is supported by an Advanced Planning Analyst, and together as a team, 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 with 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 states of TX, OK or LA.

The Expertise And Skills You Bring

• 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

The Team

We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamic.

Fidelity’s Onsite Working Model

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications

Series 07 - FINRA, Series 66 - FINRA

Category

Relationship Management

Please be advised that Fidelity’s 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, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.