Director or VP, Advanced Planning- REMOTE-Southern, CA or Colorado
Company: Fidelity Investments
Location: Denver
Posted on: September 19, 2023
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Job Description:
Job Description:
The RoleThe Director, Advanced Planning is a client-facing role
that serves primarily as an estate planning subject matter
authority for Fidelity s high net worth clients and their advisors
as a member of a regionally-aligned Advanced Planning team
providing comprehensive financial and estate planning support.
\u00A0Additionally, the Director, Advanced Planning will also be
relied on to support the Vice President, Advanced Planning Market
Lead to provide advisor training, regional business development and
thought leadership.\u00A0 We primarily use video technology to
function remotely and meet virtually with clients and advisors
across the region.\u00A0 We also 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 time, depending on physical
proximity to regional sites and investor centers. This job is
remote but requires being commuting distance to the Newport Beach,
CA or Greenwood Village, CO area. This role can be hired at
Director or VP level, depending on skills.#ADVANCED PLANNING
The Expertise and Skills You Bring
The TeamWe collaborate with Fidelity s advisors and their high net
worth clients to provide a comprehensive financial planning
experience that is 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 base salary range for this position is $120,000 - $200,000 per
year. \u00A0Placement in the range will vary based on job
responsibilities and scope, geographic location, candidate s
relevant experience, and other factors.
Base salary is only part of the total compensation package.
Depending on the position and eligibility requirements, the offer
package may also include bonus or other variable compensation.
\u00A0\u00A0We offer a wide range of benefits to meet your evolving
needs and help you live your best life at work and at home.
\u00A0These benefits include comprehensive health care coverage and
emotional well-being support, market-leading retirement, generous
paid time off and parental leave, charitable giving employee match
program, and educational assistance including student loan
repayment, tuition reimbursement, and learning resources to develop
your career. \u00A0Note, the application window closes when the
position is filled or unposted.Certifications:Series 07 - FINRA,
Series 66 - FINRA
Company OverviewFidelity Investments is a privately held company
with a mission -to strengthen the financial well-being of our
clients. -We help people invest and plan for their future. We
assist companies and non-profit organizations in delivering
benefits to their employees. And we provide institutions and
independent advisors with investment and technology solutions to
help invest their own clients' money.Join UsAt Fidelity, you'll
find endless opportunities to build a meaningful career that
positively impacts peoples' lives, including yours. You can take
advantage of flexible benefits that support you through every stage
of your career, empowering you to thrive at work and at home.
Honored with a -, we have been recognized by our employees as a
Best Place to Work in 2023. And you don't need a finance background
to succeed at Fidelity-we offer a range of opportunities for
learning so you can build the career you've always imagined.At
Fidelity, our goal is for most people to work flexibly in a way
that balances both personal and business needs with time onsite and
offsite through what we re calling \u201C\u201D. Most associates
will have a hybrid schedule with a requirement to work onsite at a
Fidelity work location for at least one week, 5 consecutive days,
every four weeks. These requirements are subject to change.We
invite you to -Find Your Fidelity -at -.Fidelity Investments is an
equal opportunity employer. We believe that the most effective way
to attract, develop and retain a diverse workforce is to build an
enduring culture of inclusion and belonging.Fidelity will
reasonably accommodate applicants with disabilities who need
adjustments to participate in the application or interview process.
To initiate a request for an accommodation, contact the HR
Accommodation Team by sending an email to -, or by calling
800-835-5099, prompt 2, option 3.At Fidelity, we value honesty,
integrity, and the safety of our associates and customers within a
heavily regulated industry. Certain roles may require candidates to
go through a preliminary credit check during the screening process.
Candidates who are presented with a Fidelity offer will need to go
through a background investigation and may be asked to provide
additional documentation as requested. This investigation includes
but is not limited to a criminal, civil litigations and regulatory
review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history,
depending on the role. Where permitted by federal or state law,
Fidelity will also conduct a pre-employment drug screen, which will
review for the following substances: Amphetamines, THC (marijuana),
cocaine, opiates, phencyclidine.
Keywords: Fidelity Investments, Denver , Director or VP, Advanced Planning- REMOTE-Southern, CA or Colorado, Executive , Denver, Colorado
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