VP, Advanced Planning

Fidelity Investments

. Serve as a financial planning and estate planning subject matter expert for Fidelity’s high-net-worth clients and their advisors .

Posted 9/30/2026full-timeUnited StatesLead💰 $118,000 - $226,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial and estate planning, utilizing tools like eMoney to deliver tailored solutions for high-net-worth clients. Possesses strong leadership skills to coach junior team members and effectively communicate complex financial concepts.

Highest-signal resume keywords

Financial Planning ExpertiseEstate Planning KnowledgeEMoney ProficiencyFINRA Series 7 and 66Client Engagement Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningEstate PlanningIncome Tax PlanningTrusts and EstatesWealth ManagementWills/Trusts KnowledgeFamily Wealth Transfer PlanningSuccession PlanningInvestment PlanningInsurance Planning

Soft Skills

Emotional IntelligenceClient Relationship BuildingEffective CommunicationIndependent WorkCoaching and Development

Tools & Technologies

EMoney

Certifications & Qualifications

FINRA Series 7FINRA Series 66

Industry Keywords

High-Net-Worth ClientsPublic AccountingLaw PracticeRetirement PlanningInvestment PlanningInsurance PlanningBusiness OwnersStart-UpsPre IPO Companies

About the role

Key responsibilities & impact

Serve as a financial planning and estate planning subject matter expert for Fidelity’s high-net-worth clients and their advisors
Lead end-to-end financial and estate planning engagements
Use eMoney and other planning tools to deliver comprehensive client solutions
Support advanced planning client engagements throughout a geographic region with an Advanced Planning Analyst
Meet clients and advisors in investor centers across the region
Collaborate with the Advanced Planning team virtually and in person
Travel typically 5%–20% of the time
Collaborate with Fidelity’s advisors and high-net-worth clients to provide comprehensive financial planning tailored to individual goals and family dynamics

Requirements

What you’ll need

Bachelor’s Degree
13–15 years overall work experience
7+ years of trusts and estate planning, income tax planning, or succession planning experience within public accounting, law practice, or wealth management
FINRA Series 7 and 66 obtained within 90 days of employment
Retirement, financial, investment, and insurance planning experience
Knowledge of estate planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation
Ability to create and review financial plans using tools such as eMoney
Experience working with business owners and start-ups/Pre IPO companies is a plus
Ability to work independently and lead an assigned territory to drive high-net-worth client engagement
Ability to coach and develop junior team members
Ability to communicate complex subjects clearly and effectively
Strong emotional intelligence and ability to build rapport with clients and advisors
Client-first mindset and practical approach to delivering planning solutions
Ability to manage competing priorities and multiple tasks efficiently
Positive, professional demeanor
Must reside within commuting distance to an Investor Center or Regional Center in New York, New Jersey, or Pennsylvania
Fidelity will not provide immigration sponsorship for this position

Benefits

Comp & perks

Comprehensive health care coverage
Emotional well-being support
Market-leading retirement benefits
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance, including student loan repayment, tuition reimbursement, and learning resources
Bonus or other variable compensation may be included depending on position and eligibility