ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

VP, Advanced Planning at Fidelity - ApplyBlast

VP, Advanced Planning

Fidelity

10 months ago

4.4 on Glassdoor

Remote

Full Time

Director

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

The Vice President, Advanced Planning is a client-facing subject matter authority on financial and estate planning for Fidelity’s high net worth clients and their advisors. The role delivers point-in-time guidance or leads comprehensive planning engagements regionally and is supported by a small advanced planning team. The position is remote but requires residing within commuting distance to an Investor Center or Regional Center in California and includes occasional travel.

Skills

Qualifications

Bachelor's DegreeCPAJDM.T.LLM in Taxation

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

View Profile

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.