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Vice President, Advanced Planning- REMOTE- Connecticut

Company: Fidelity Investments
Location: Hartford
Posted on: January 24, 2023

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

  • Bachelor s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP
  • 10+ 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
  • Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)
  • Retirement, financial, investment, and insurance planning preferred
  • 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 outcomesThe TeamWe collaborate 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. We are a collaborative and inclusive team that relies on our differences in thought, backgrounds, and perspectives to provide outstanding client experiences. Fidelity s flexible work environment empowers team members to meet the evolving demands of our clients and maintain a healthy work-life balance.Please see below for the salary range for work locations in Colorado only:N/A

    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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