Fidelity Investments · 1 week ago
VP, Advanced Planning
Los Angeles, CA
Full-time
Hybrid
Senior Level, Lead/Staff
$150K/yr - $165K/yr
13+ years expFidelity Investments is seeking a Vice President of Advanced Planning to serve as a financial planning and estate planning authority for high net worth clients. This client-facing role involves delivering estate planning guidance and leading comprehensive financial planning engagements, while collaborating with a team to enhance client experiences.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
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
Support advanced planning client engagements throughout a geographic region
Collaborate within the Advanced Planning team both virtually and in-person
Communicate complex subjects clearly and effectively
Coach, develop, and apply junior team members
Work independently and lead an assigned territory to drive High Net Worth client engagements
Maintain a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes
Qualification
Required
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)
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
Preferred
Retirement, financial, investment, and insurance planning preferred
Experienced in working with business owners, start-ups/Pre IPO companies a plus
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
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-20
2026-01-16
2026-01-16
Company data provided by crunchbase