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

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial and estate planning, utilizing tools like eMoney to deliver tailored solutions for high-net-worth clients. Proven ability to lead client engagements, coach junior team members, and effectively communicate complex financial concepts.

Highest-signal resume keywords

Financial PlanningEstate PlanningEMoney ProficiencyTrusts And Estate TaxationFINRA Series 7 And 66

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningEstate PlanningIncome Tax PlanningSuccession PlanningTrusts And Estate TaxationWills/Trusts KnowledgeRetirement PlanningInvestment PlanningInsurance PlanningFinancial Plan Creation

Soft Skills

Emotional IntelligenceEffective CommunicationCoaching And DevelopmentRapport BuildingTime Management

Tools & Technologies

EMoneyFinancial Planning Tools

Certifications & Qualifications

CPAJDM.T.LLM In TaxationCFACFP®

Industry Keywords

High-Net-Worth ClientsWealth ManagementPublic AccountingLaw PracticeFamily Wealth Transfer Planning

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
Coach and develop junior team members
Lead an assigned territory to drive high-net-worth client engagement
Deliver planning solutions tailored to clients’ financial goals and family dynamics
Travel typically 5%–20% of the time

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 work experience within a public accounting, law practice, or wealth management industry environment
FINRA Series 7 and 66 obtained within 90 days of employment
Retirement, financial, investment, and insurance planning required
Knowledge of estate planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation required
Ability to create and review financial plans using tools such as eMoney
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 and communicate effectively with clients and advisors
Ability to manage competing priorities and multiple tasks efficiently
Candidates must reside within commuting distance to an Investor Center or Regional Center in Texas, Illinois, Missouri, Minnesota, Tennessee, or Kentucky
Fidelity will not provide immigration sponsorship for this position
CPA, JD, M.T., LLM in taxation, CFA, or CFP® designations preferred
Experience working with business owners and start-ups/Pre IPO companies is a plus

Benefits

Comp & perks

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