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SF
Hybrid VP, Advanced Planning
Posted last month
About the role
- Vice President of Advanced Planning guiding financial and estate planning for Fidelity's high-net-worth clients. Leading team engagements utilizing advanced financial tools while collaborating remotely and onsite.
Responsibilities
- The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors.
- The Advanced Planner leads a comprehensive financial and estate planning engagement leveraging various financial planning tools such as eMoney.
- In addition, the role is supported by an Advanced Planning Analyst, and together as a team will 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.
- Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers.
Requirements
- 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
- Experienced in working with business owners, start-ups/Pre IPO companies a plus
- Works independently and able to lead an assigned territory to drive High Net Worth client engagements
- Effectively coaches, develops, and applies junior team members
- Thrives in a team environment to provide an exceptional client planning experience
- Communicates complex subjects clearly and effectively
- Emotional intelligence to successfully bond with and communicate with clients and their advisors
- Possesses a solution-oriented, client-first work ethic
- Works independently, balances tasks, and prioritizes work to maintain efficiency
- Maintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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