VP, Advanced Planning

Jobtailor; New Jersey; On-site; USD 180,000 - 230,000; Full time

Job summary

Fidelity Investments in New Jersey seeks a senior Advanced Planning expert to lead end-to-end financial and estate planning for high-net-worth clients. You will act as a subject matter expert, collaborating with Advisors and Advanced Planning Analysts across the region, meeting clients in investor centers and virtually as needed.

The role requires 13–15 years of experience in trusts/estate planning, tax planning, or succession planning, plus FINRA Series 7 and 66 within 90 days.

Qualifications

• Bachelor's degree required; FINRA 7 and 66 obtained within 90 days.
• 13–15 years overall work experience with 7+ years in trusts/estate planning or related fields.
• Strong knowledge of estate planning, taxation, and wealth transfer for high-net-worth clients.

Responsibilities

• Serve as a financial planning and estate planning SME for high-net-worth clients and advisors.
• Lead end-to-end financial and estate planning engagements.
• Use eMoney and other planning tools to deliver comprehensive client solutions.
• Travel 5%–20% of the time and meet clients in investor centers across the region.
• Collaborate with Advanced Planning team, coach junior members, and drive client engagement.

Skills

Financial Planning

Estate Planning

Tax Planning

Trusts & Estates

Wills & Trusts

Succession Planning

Retirement Planning

Investment Planning

Insurance Planning

Financial Plan Creation

High-Net-Worth Engagement

Communication Skills

Coaching Ability

Time Management

Education

Bachelor's Degree

FINRA Series 7

FINRA Series 66

Tools

EMoney

Financial Planning Tools

Job description

• Serve as a financial planning and estate planning subject matter expert for Fidelity's high-net-worth clients and advisors
• Lead end-to-end financial and estate planning engagements
• Use eMoney and other planning tools to deliver comprehensive client solutions
• Support advanced planning client engagements throughout a geographic region with an Advanced Planning Analyst
• Meet clients and advisors in investor centers across the region
• Collaborate virtually and in person with the Advanced Planning team
• Travel typically 5%-20% of the time
• Work with Fidelity's advisors and high-net-worth clients to provide tailored financial planning experiences
• Coach and develop junior team members
• Lead an assigned territory and drive client engagement

Requirements

• Bachelor's Degree
• 13-15 years overall work experience
• 7+ years of trusts and estate planning, income tax planning, or succession planning experience within public accounting, law practice, or wealth management
• FINRA Series 7 and 66 obtained within 90 days of employment
• Retirement, financial, investment, and insurance planning knowledge
• Estate planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge
• Ability to create and review financial plans using tools such as eMoney
• Experience working with business owners and start-ups/Pre IPO companies is a plus
• Ability to work independently and lead an assigned territory to drive high-net-worth client engagement
• Ability to coach and develop junior team members
• Ability to communicate complex subjects clearly and effectively
• Strong emotional intelligence and ability to build rapport with clients and advisors
• Ability to manage competing priorities and multiple tasks efficiently
• Must reside within commuting distance to an Investor Center or Regional Center in New York or New Jersey
• Fidelity will not provide immigration sponsorship for this position

Core Competencies

Demonstrates expertise in financial and estate planning, with a strong focus on high-net-worth client engagement and the ability to utilize planning tools like eMoney. Proven leadership in coaching junior team members and managing client relationships effectively.

Highest-signal resume keywords

• Financial Planning Expertise
• Estate Planning Knowledge
• EMoney Proficiency
• FINRA Series 7 and 66
• High-Net-Worth Client Engagement

Hard Skills

• Financial Planning
• Estate Planning
• Income Tax Planning
• Trusts and Estate Taxation
• Wills/Trusts Knowledge
• Succession Planning
• Retirement Planning
• Investment Planning
• Insurance Planning
• Financial Plan Creation

Soft Skills

• Emotional Intelligence
• Communication Skills
• Coaching Ability
• Rapport Building
• Time Management

Certifications & Qualifications

• FINRA Series 7
• FINRA Series 66

Industry Keywords

• High-Net-Worth Clients
• Wealth Management
• Public Accounting
• Law Practice
• Business Owners
• Start-Ups
• Pre IPO Companies

Tools & Technologies

• EMoney
• Financial Planning Tools