skillventory - A Leading Talent Research Firm

VP, Advanced Planning

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Location Type: Hybrid

Location: Los Angeles • California • 🇺🇸 United States

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Salary

💰 $150,000 - $165,000 per year

Job Level

Lead

About the role

  • serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors
  • deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement
  • supported by a Director, Advance Planning and an Advanced Planning Analyst, supporting advanced planning client engagements
  • primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region
  • 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

  • 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
  • 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

Applicant Tracking System Keywords

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

Hard skills
estate planningincome tax planningtrusts and estate taxationfinancial planningfamily wealth transfer planningwillsretirement planninginvestment planninginsurance planningsuccession planning
Soft skills
emotional intelligencecommunicationcoachingteam collaborationindependenceleadershipclient-first work ethictask prioritizationprofessional demeanorproblem-solving
Certifications
CPAJDM.T.LLM in taxationCFACFP®FINRA Series 7FINRA Series 66