VP, Advanced Planning

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Vice President of Advanced Planning leading financial and estate planning for high net worth clients. Collaborating with Fidelity’s advisors and advanced planning analysts to deliver tailored financial solutions.

Posted 5/5/2026full-timeLos Angeles • California, Colorado • 🇺🇸 United StatesLead💰 $118,000 - $226,000 per yearWebsite

About the role

Key responsibilities & impact

serve as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors
lead a comprehensive financial and estate planning engagement leveraging various financial planning tools such as eMoney
support advanced planning client engagements throughout a geographic 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

What you’ll need

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
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

Comp & perks

comprehensive health care coverage
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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningestate planningincome tax planningsuccession planningtrusts and estate planningfinancial plans creationwillstrust taxationinsurance planninginvestment planning

Soft Skills

leadershipcoachingcommunicationemotional intelligenceindependenceteam collaborationclient-first work ethictask prioritizationprofessional demeanorproblem-solving

Certifications

CPAJDM.T.LLM in taxationCFACFPFINRA Series 7FINRA Series 66