skillventory - A Leading Talent Research Firm

VP, Advanced Planning

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Location Type: Hybrid

Location: Nashville • Alabama • Tennessee • United States

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Job Level

Lead

About the role

  • Serve 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 comprehensive financial and estate planning engagements
  • Collaborate with the Advanced Planning team both virtually and in-person to maintain and increase the collective impact on the clients
  • Support advanced planning client engagements throughout a geographic region

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
  • Flexible working hours
  • Health insurance
  • Paid time off
  • Professional development opportunities
Applicant Tracking System Keywords

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

Hard Skills & Tools
estate planningfinancial planningincome tax planningtrusts and estate taxationfamily wealth transfer planningwillsretirement planninginvestment planninginsurance planningsuccession planning
Soft Skills
emotional intelligencecommunicationcoachingteam collaborationindependencesolution-orientedclient-first work ethictask prioritizationprofessional demeanorclient engagement
Certifications
CPAJDM.T.LLM in taxationCFACFP®FINRA Series 7FINRA Series 66