Vice President, Advanced Planning- REMOTE- Connecticut
Company: Fidelity Investments
Location: Hartford
Posted on: January 24, 2023
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Job Description:
Job Description:The RoleThe 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, Advance 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 require residing within a
commuting distance to Greenwich, Connecticut. #ADVANCED PLANNINGThe
Expertise and Skills You Bring
Please see below for the salary range for work locations in New
York City, Westchester County, NY and Jersey City, NJ only:N/A
Please see below for the salary range for work locations in
California only:N/A
Please see below for the salary range for work locations in
Washington only:N/A
Certifications:Series 07 - FINRA, Series 66 - FINRA
Company OverviewFidelity Investments is a privately held company
with a mission -to strengthen the financial well-being of our
clients. -We help people invest and plan for their future. We
assist companies and non-profit organizations in delivering
benefits to their employees. And we provide institutions and
independent advisors with investment and technology solutions to
help invest their own clients' money.Join UsAt Fidelity, you'll
find endless opportunities to build a meaningful career that
positively impacts peoples' lives, including yours. You can take
advantage of flexible benefits that support you through every stage
of your career, empowering you to thrive at work and at home.
Honored with a -, we have been recognized by our employees as a
Best Place to Work in 2022. And you don't need a finance background
to succeed at Fidelity-we offer a range of opportunities for
learning so you can build the career you've always imagined.At
Fidelity, our goal is for most people to work flexibly in a way
that balances both personal and business needs with time onsite and
offsite through what we're calling \u0022.\u0022We invite you to
-Find Your Fidelity -at -.Fidelity Investments is an equal
opportunity employer. We believe that the most effective way to
attract, develop and retain a diverse workforce is to build an
enduring culture of inclusion and belonging.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, contact the HR
Accommodation Team by sending an email to -, or by calling
800-835-5099, prompt 2, option 3.
Keywords: Fidelity Investments, Hartford , Vice President, Advanced Planning- REMOTE- Connecticut, Executive , Hartford, Connecticut
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