VP – Advanced Planning

Company	Fidelity Investments
Location	Washington, USA, California, USA, Colorado, USA
Salary	$120000 – $185000
Type	Full-Time
Degrees	Bachelor’s
Experience Level	Senior, Expert or higher

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
Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)
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 outcomes

Deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement
Support advanced planning client engagements throughout a geographic region
Collaborate within the Advanced Planning team both virtually and in-person to maintain and increase collective impact on clients
Use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region
Travel typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers