高级规划副总裁
VP, Advanced Planning
Fidelity不会为该职位提供移民担保。
职位描述：
注意：Fidelity不会为该职位提供移民担保。
职位职责
高级规划副总裁是一个面向客户的职位，作为Fidelity高净值客户及其顾问的财务规划和遗产规划专家。高级规划师负责端到端的财务和遗产规划项目，利用eMoney和其他规划工具为客户提供建设性解决方案。此外，该职位由一名高级规划分析师支持，作为团队一起在特定地理区域内支持高级规划客户项目。我们主要通过视频技术远程工作，同时也会在该地区的投资者中心与客户和顾问见面。
我们还与高级规划团队进行虚拟和面对面的合作，以保持并提升我们对所服务客户的集体影响力。根据与区域地点和投资者中心的物理距离，通常预计有5%至20%的时间需要出差。该职位是远程办公，但要求居住在德克萨斯州、伊利诺伊州、密苏里州、明尼苏达州、田纳西州或肯塔基州的投资者中心或区域中心的通勤范围内。
您带来的专业知识和技能
- 本科及以上学历，拥有以下资格之一者优先：CPA、JD、M.T.、税务法学硕士（LLM）、CFA或CFP®
- 总体工作经验13-15年，其中7年以上在公共会计、律师事务所或财富管理行业从事信托和遗产规划、收入税规划或继承规划的工作经验
- 在入职90天内获得FINRA系列7和66证书
- 需要具备退休、财务、投资和保险规划能力
- 需要具备遗产规划、家族财富转移规划、遗嘱/信托、收入税和信托及遗产税知识
- 能够使用eMoney等工具创建和审查财务计划
- 具有与企业主、初创公司或Pre-IPO公司合作的经验者优先
- 具备独立工作的能力，并能带领指定区域以推动高净值客户参与
- 能够有效指导和培养初级团队成员
- 具备清晰有效地沟通复杂主题的能力
- 强烈的情绪智力，具备与客户及其顾问建立良好关系并有效沟通的能力
- 客户至上的思维模式和实践
查看英文原文
Fidelity will not provide immigration sponsorship for this position.
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
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 TX, IL, MO, MN, TN or KY.
The Expertise and Skills You Bring
- 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
- Retirement, financial, investment, and insurance planning required
- Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge required
- 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
- Can effectively coach and develop junior team members
- Demonstrated ability to communicate complex subjects clearly and effectively
- Strong emotional intelligence with a proven ability to build rapport and communicate effectively with clients and their advisors
- Client-first mindset and practical approach to delivering planning solutions
- Ability to work independently, manage competing priorities, and balance multiple tasks while maintaining efficiency.
- Positive, professional demeanor and apply a thoughtful approach to achieving successful client outcomes
The Team
We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamic.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
The base salary range for this position is $118,000-226,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
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