VP, Advanced Planning
Fidelity(21 days ago)
About this role
The Vice President, Advanced Planning is a client-facing subject matter authority providing financial and estate planning expertise to Fidelity’s high-net-worth clients and their advisors. The role supports advanced planning engagements across a geographic region as part of a small team and operates primarily remotely with some travel and proximity requirements to investor centers in Tennessee, Arkansas, or Alabama.
Required Skills
- Estate Planning
- Tax Planning
- Financial Planning
- Trusts
- Succession Planning
- Client Engagement
- Communication
- Coaching
- Investment Planning
- Relationship Management
Qualifications
- Bachelor's Degree
- CPA
- JD
- M.T.
- LLM in Taxation
- CFA
- CFP
- FINRA Series 7
- FINRA Series 66
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.
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