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VP, Advanced Planner

Company: Fidelity Investments
Location: Redan
Posted on: March 26, 2020

Job Description:

Job Description: The Advanced Planning (AP) team at Fidelity collaborates with Fidelity?s advisors and their high net worth clients to provide financial and estate planning solutions that are tailored to each client?s unique financial goals and family dynamics. We are a collaborative and inclusive team that relies on our differences in thought, backgrounds and perspectives to provide outstanding client experiences. Fidelity?s flexible work environment empowers team members to meet the evolving demands of our clients and maintain a healthy work-life balance. The Qualifications We?re Looking For JD and/or CPA 7 + years of planning for high net worth and ultra-high net worth clients with a focus on estate planning; The ability to illustrate and present estate, gift and advanced wealth transfer techniques; Broad understanding of retirement, financial, investment, income tax and insurance planning; and FINRA Series 7 and 66 obtained within 90-days of employment. Some team members hold advanced degrees and certifications such as LLM (tax), MS Tax, CPWA, AEP and CFP?. The Purpose of Your Role The primary purpose of the Advanced Planner is to assist Fidelity clients achieve the best possible planning outcomes. You are the main Advanced Planning point of contact within your assigned region and will be called upon to support other aspects of Fidelity?s HNW client?s planning needs as well. Advisors rely on Advanced Planners to support client acquisition, retention and development. You will support advisors in Fidelity Investor Centers in Georgia, Tennessee and parts of the Carolinas, although the region may shift. You can expect to travel outside of Atlanta approximately 25% of the time, with the possibility of additional travel depending on client demand. The Skills You Bring Your ability to communicate complex subjects clearly and effectively; Your proven emotional intelligence to optimally bond with and communicate with U/HNW clients and their advisors; Your solution-oriented, client-first work ethic; Your ability to work independently; balance competing tasks; and prioritize work to maintain efficiency; and. Your positive professional attitude, with a thoughtful approach to delivering successful customer outcomes. The Value You Deliver Assisting high net worth clients gain a better understanding of their overall financial and estate planning goals and objectives; empower clients to take appropriate next steps, and ultimately help them achieve better outcomes and peace of mind with respect to their wealth transfer goals; Coordinating, consulting, and collaborating with advisors and third-party professionals such as attorneys, tax professionals, employer representatives, etc. to implement planning recommendations; Facilitating and delivering estate planning seminars for Fidelity?s HNW customers; Coaching advisors on wealth transfer concepts and related Fidelity products and services; Developing and contributing to wealth planning articles and publications; and Fostering relationships within a local network of wealth and estate planning professionals. How Your Work Impacts the Organization The guidance and education that an Advanced Planner provides Fidelity?s high net worth customers compliments the financial and wealth planning services that Fidelity offers. Clients that engage with the Advanced Planning team enjoy a deep and robust financial and wealth planning experience. Certifications: Category: Sales We welcome those with experience in jobs such as Field Sales, Medical Sales Rep, and Shift Leader and others in the Sales to apply.

Keywords: Fidelity Investments, Redan , VP, Advanced Planner, Other , Redan, Georgia

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