VP, Advanced Planning

skillventory - A Leading Talent Research Firm

Vice President, Advanced Planning responsible for financial and estate planning for high net worth clients. Leading engagements with comprehensive planning and collaboration with advisors.

Posted 6/23/2026full-timeBoston • Connecticut, Massachusetts, New Hampshire, Rhode Island • 🇺🇸 United StatesLead💰 $118,000 - $226,000 per yearWebsite

About the role

Key responsibilities & impact

The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors.
The Advanced Planner leads a comprehensive financial and estate planning engagement leveraging various financial planning tools such as eMoney.
The role is supported by an Advanced Planning Analyst, and together as a team will 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.
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 MA, RI, CT or NH.

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 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

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 taxationfinancial plan creationwillstrustsinvestment planninginsurance planning

Soft Skills

client-facingcoachingteam collaborationcommunicationemotional intelligencesolution-orientedindependent worktask prioritizationprofessional demeanorclient-first work ethic

Certifications

CPAJDM.T.LLM in taxationCFACFP®FINRA Series 7FINRA Series 66