Job Description: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. Depending on our client’s needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advanced Planning and 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 Texas.The Expertise and Skills You BringBachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP13-15+ 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 environmentFINRA Series 7 and 66 obtained within 90-days of employmentEstate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)Retirement, financial, investment, and insurance planning preferredExperienced in working with business owners, start-ups/Pre IPO companies a plusWorks independently and able to lead an assigned territory to drive High Net Worth client engagementsEffectively coaches, develops, and applies junior team membersThrives in a team environment to provide an exceptional client planning experienceCommunicates complex subjects clearly and effectivelyEmotional intelligence to successfully bond with and communicate with clients and their advisorsPossesses a solution-oriented, client-first work ethicWorks independently, balances tasks, and prioritizes work to maintain efficiencyMaintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomesNote: Fidelity is not providing immigration sponsorship for this position.The TeamWe 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 dynamicsFidelity’s Onsite Working ModelFidelity 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 - FINRACategory:Relationship ManagementPlease 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.SummaryLocation: Dallas, TX; Austin, TX; San Antonio, TX; Houston, TX; Westlake, TXType: Full time
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