VP, Advanced Planning
Fidelity(2 months ago)
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.
Required Skills
- Estate Planning
- Tax Planning
- Financial Planning
- Trusts
- Client Management
- Leadership
- Communication
- Coaching
- Succession Planning
- Investment Planning
Qualifications
- Bachelor's Degree
- CPA
- JD
- M.T.
- LLM in Taxation
- CFA
- CFP
- Series 7 - FINRA
- Series 66 - FINRA
About Fidelity
fidelity.comFidelity 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.
View more jobs at Fidelity →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Fidelity
Similar Jobs
Wealth Planning Consultant/Sr Wealth Planning Consultant
BMO US(1 month ago)
Wealth Planning Consultant
BMO US(1 month ago)
Senior Advanced Planning Attorney
Northwestern Mutual(1 month ago)
Wealth Planning Consultant
BMO US(26 days ago)
Wealth Planning Consultant
BMO US(1 month ago)
Wealth Planning Consultant
BMO US(1 month ago)