VP, Advanced Planning

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Vice President, Advanced Planning at Fidelity providing financial and estate planning services for high net worth clients. Collaborate with a team to deliver comprehensive planning engagement.

Posted 6/23/2026full-timeRemote • Massachusetts, Rhode Island • 🇺🇸 United StatesLead💰 $118,000 - $226,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

estate planningfinancial planningincome tax planningtrusts and estate taxationfamily wealth transfer planningwillstrustsretirement planninginvestment planninginsurance planning

Soft Skills

client-facingcoachingteam collaborationcommunicationemotional intelligencesolution-orientedindependent worktask prioritizationprofessional demeanorclient-first work ethic

Tools & Technologies

video technology

Certifications & Qualifications

CPAJDM.T.LLM in taxationCFACFP®FINRA Series 7FINRA Series 66

Industry Keywords

high net worth clientspublic accountinglaw practicewealth managementbusiness ownersstart-upsPre IPO companies

About the role

Key responsibilities & impact

The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors.
Depending on our client’s needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement.
In addition, the role is supported by a Director, Advanced Planning and an Advanced Planning Analyst, and together as a team will 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 within 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.

Requirements

What you’ll need

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)
Retirement, financial, investment, and insurance planning preferred
Experienced in working with business owners, start-ups/Pre IPO companies a plus
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

Benefits

Comp & perks

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career