VP, Advanced Planning

About the role

The 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 CA, WA or CO.

Note: Fidelity will not provide immigration sponsorship for this position.

Responsibilities

• Lead end-to-end financial and estate planning engagements using eMoney and other planning tools.
• Partner with an Advanced Planning Analyst to support advanced planning client engagements across a geographic region.
• Conduct client and advisor meetings via video technology and in‑person at investor centers.
• Collaborate with the Advanced Planning team virtually and in‑person to drive collective impact.
• Travel 5%–20% of the time as needed based on proximity to regional sites and investor centers.
• Maintain residency within commuting distance of an Investor Center or Regional Center in CA, WA, or CO.

Qualifications

• Bachelor’s degree; preferred designations include CPA, JD, M.T., LLM in taxation, CFA, or CFP®.
• 13‑15 years of overall work experience, with 7+ years in trusts and estate planning, income tax planning, or succession planning within public accounting, law practice, or wealth management.
• FINRA Series 7 and 66 licenses to be obtained within 90 days of employment.
• Required knowledge: retirement, financial, investment, and insurance planning; estate planning, family wealth transfer, wills/trusts, income taxation, trust and estate taxation.
• 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.
• Demonstrated skill coaching and developing junior team members.
• Strong communication skills: ability to explain complex subjects clearly and build rapport with clients and advisors.
• High emotional intelligence and client‑first mindset.
• Ability to manage competing priorities, balance multiple tasks, and work efficiently.
• Positive, professional demeanor with a thoughtful approach to successful client outcomes.

Benefits

• Comprehensive health care coverage and emotional well‑being support.
• Market‑leading retirement plans.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance: student loan repayment, tuition reimbursement, learning resources for career development.

Pay

Base salary range: $118,000–$226,000 USD per year. Placement within the range depends on job responsibilities, scope, geographic location, candidate experience, and other factors. Total compensation may also include bonus or other variable compensation.