Note: Fidelity will not provide immigration sponsorship for this position.
The RoleThe Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter expert for Fidelity’s high net worth clients and their advisors. The Advanced Planner leads end-to-end financial and estate planning engagements, utilizing eMoney and other planning tools to deliver comprehensive client solutions. In addition, the role is supported by an Advanced Planning Analyst, and together as a team, 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 with 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 states of NY or NJ.
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
- Experience working with business owners, start-ups/Pre IPO companies is a plus
- Proven ability to work independently and lead an assigned territory to drive high-net-worth client engagement
- Can effectively coach and develop junior team members
- Demonstrated ability to communicate complex subjects clearly and effectively
- Strong emotional intelligence with a proven ability to build rapport and communicate effectively with clients and their advisors
- Client-first mindset and practical approach to delivering planning solutions
- Ability to work independently, manage competing priorities, and balance multiple tasks while maintaining efficiency.
- Positive, professional demeanor and apply a thoughtful approach to achieving successful client outcomes
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 dynamic.
Fidelity’s Onsite Working Model
Fidelity 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.
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.
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 - FINRACategory:Relationship ManagementSkills Required
- Bachelor's degree
- CPA, JD, M.T., LLM in taxation, CFA, or CFP designation
- 13-15 years of overall work experience
- 7+ years of trusts and estate planning, income tax planning, or succession planning experience
- Experience in public accounting, law practice, or wealth management
- FINRA Series 7 and Series 66 obtained within 90 days of employment
- Retirement, financial, investment, and insurance planning experience
- Estate planning, family wealth transfer planning, wills and trusts, income taxation, and trust and estate taxation knowledge
- Ability to create and review financial plans using eMoney or similar tools
- Experience working with business owners or start-ups/pre-IPO companies
- Ability to lead an assigned territory and drive high-net-worth client engagement
- Ability to coach and develop junior team members
- Ability to communicate complex subjects clearly and effectively
- Strong emotional intelligence and ability to build rapport with clients and advisors
- Ability to work independently, manage competing priorities, and balance multiple tasks
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
