VP, Advanced Planning

Fidelity Investments • San Diego, CA

1d • $150,000 - $165,000 • Hybrid

About The Position

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 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. 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 requires residing within commuting distance to an Investor Center or Regional Center in state of California. 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 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 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 dynamics 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, candidate’s relevant experience, and other factors. 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 to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. 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. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Relationship Management At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [e-mail], or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact [e-mail] For roles based in Germany: Contact [e-mail] Fidelity Privacy Policy

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
• 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

Nice To Haves

• Experienced in working with business owners, start-ups/Pre IPO companies a plus

Benefits

• comprehensive health care coverage
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Executive