ZipRecruiter

Log In

1

Advanced Planning Jobs in Texas (NOW HIRING)

Fidelity Investments

VP, Advanced Planning

Houston, TX · On-site

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.

Fidelity Investments

VP, Advanced Planning

Dallas, TX · On-site

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.

Fidelity Investments

VP, Advanced Planning

Austin, TX · On-site

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.

Mohr Talent

Director of Financial Planning

Austin, TX · On-site

$125 - $150/hr

Construct comprehensive financial plans utilizing advanced planning software and modeling tools * Identify planning opportunities related to: * Investments * Tax optimization * Estate planning

Mohr Talent

Director of Financial Planning

Round Rock, TX · On-site

$125 - $150/hr

If you\'re a CFP with a passion for advanced planning and team building, apply today. Director of Financial Planning Round Rock, TX | Hybrid (In-Office Mon-Thu, Remote Fri) | $125K - $150K+ Base + 20 ...

next page

Showing results 1-20

All JobsAdvanced Planning JobsAdvanced Planning Jobs in Texas

Advanced Planning information

What is advanced planning?

Advanced planning refers to the process of proactively organizing and strategizing for future needs, events, or projects within an organization or industry. This role often involves analyzing data, forecasting trends, coordinating resources, and developing long-term strategies to ensure a company is prepared for upcoming challenges or opportunities. Advanced planning is common in sectors like supply chain management, urban development, and healthcare, where anticipating future requirements is crucial. Professionals in this field use analytical tools and collaborative processes to optimize decision-making and improve overall efficiency.

What are the key skills and qualifications needed to thrive in advanced planning?

To thrive in Advanced Planning, you need strong analytical abilities, project management expertise, and a background in finance or business, often supported by a relevant degree or certification. Familiarity with planning software, data analytics tools, and financial modeling systems is typically required. Excellent communication, strategic thinking, and attention to detail are vital soft skills for collaborating across teams and managing complex projects. These skills ensure effective long-term strategy development, resource allocation, and organizational growth.

What are some common challenges faced by professionals in advanced planning roles, and how can they be addressed?

Professionals in Advanced Planning often encounter challenges such as managing complex client situations, staying up-to-date with ever-changing regulations, and balancing multiple long-term projects simultaneously. To address these challenges, it's important to maintain strong communication with clients and team members, invest in ongoing education to keep current with industry changes, and use robust project management tools. Collaboration with legal, tax, and financial experts is also key to providing comprehensive and effective planning solutions.

What is the difference between Advanced Planning vs Supply Chain Planning?

AspectAdvanced PlanningSupply Chain Planning
CredentialsTypically requires supply chain or operations certifications, sometimes advanced degrees in logistics or businessSimilar credentials, often including certifications in supply chain management or logistics
Work EnvironmentStrategic, analytical, often in corporate offices or planning centersOperational, involves coordination across departments and suppliers
Employer & Industry UsageUsed in manufacturing, retail, and logistics companies for high-level planningCommon in supply chain, logistics, and manufacturing sectors for day-to-day planning

Advanced Planning focuses on strategic, long-term decision-making and resource allocation, while Supply Chain Planning emphasizes operational, short-term scheduling and coordination. Both roles are essential in optimizing supply chain efficiency but differ in scope and focus.

What are popular job titles related to Advanced Planning jobs in Texas?

For Advanced Planning jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Advanced Planning jobs in Texas look for?

The top searched job categories for Advanced Planning jobs in Texas are:

Advanced Planning jobs near you
Infographic showing various Advanced Planning job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution.

VP, Advanced Planning

Fidelity Investments

Houston, TX • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 152 rated financial services

Job description

Job Description:

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. Depending on our client's needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advanced Planning and 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. 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 the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commutingdistance to an Investor Center or Regional Center in state of Texas.

The Expertise and Skills You Bring

  • 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)
  • Retirement, financial, investment, and insurance planning preferred
  • 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

Note: Fidelity is not providing immigration sponsorship for this position.

The Team

We are part of the Advanced Planning Leadership Development team collaborating 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

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Relationship Management

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

What Fidelity Investments employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply