Job Description
The Role The Vice President Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelitys 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. We also collaborate within 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 state of Illinois.
Expertise and Skills You Bring
Bachelors Degree with any of the following designations preferred: CPA JD M.T. LLM in taxation CFA 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 will 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
The Team
We are part of the Advanced Planning Leadership Development team collaborating with Fidelitys advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each clients unique financial goals and family dynamics
Base Salary Range The base salary range for this position is $150,000 - $165,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidates, relevant experience, and other factors.
Base Salary is Only Part of the Total Compensation Package Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We Offer a Wide Range of Benefits We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include:
Application Window Note: The application window closes when the position is filled or unposted.
Work Environment Most roles at Fidelity are Hybrid requiring associates to work onsite every other week, all business days M-F in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Disclaimer Please be advised that Fidelitys 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.
Certifications Series 07 - FINRA Series 66 - FINRA