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Fidelity Net Jobs (NOW HIRING)

Fidelity Investments

VP, Advanced Planning

Boston, MA · On-site

$118K - $226K/yr

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

Boston, MA · On-site

$118K - $226K/yr

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.

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What are some common challenges faced by professionals working with Fidelity Net, and how can they be addressed?

Professionals working with Fidelity Net often encounter challenges such as adapting to evolving financial regulations, integrating complex client portfolios, and managing high client expectations for digital security and service speed. Staying current with industry regulations and regularly participating in training helps address compliance issues. Collaboration with IT and compliance teams is crucial to ensure smooth integration and robust security. Building strong communication skills and maintaining an agile approach to problem-solving will help professionals thrive in this dynamic environment.

What is a Fidelity Net representative?

A Fidelity Net representative typically refers to a professional working for Fidelity Investments, one of the largest financial services corporations in the world. These representatives assist clients with their investment accounts, retirement planning, and other financial services offered by Fidelity. They provide guidance on using Fidelity's online platforms (sometimes called 'Fidelity NetBenefits'), answer questions about account management, and help resolve any issues clients may encounter. Their role is crucial in ensuring clients have a smooth and secure experience managing their financial assets online.

What are the key skills and qualifications needed to thrive as a Fidelity Net Developer, and why are they important?

To thrive as a Fidelity Net Developer, you need strong programming skills in .NET frameworks, C#, and experience with financial systems, usually supported by a degree in computer science or related fields. Familiarity with tools like Visual Studio, SQL Server, and version control systems such as Git, as well as knowledge of industry-specific platforms like Fidelity's APIs, is typically required. Excellent problem-solving abilities, collaboration, and effective communication are soft skills that help developers excel in this role. These skills and qualifications are crucial for delivering secure, compliant, and reliable financial software solutions in a highly regulated environment.

What is the difference between Fidelity Net and Fidelity Financial Advisor?

AspectFidelity NetFidelity Financial Advisor
CredentialsTypically requires basic financial knowledge, certifications varyRequires FINRA licenses, Series 7, 63, or 66, and often CFP certification
Work EnvironmentOnline platform, remote or in-office supportClient-facing, in-person or virtual meetings
Employer & Industry UsageUsed internally for account management and client accessCustomer-facing role providing financial advice and planning
Search & Comparison IntentUnderstanding platform features vs. advisor servicesSeeking financial planning and personalized advice

Fidelity Net primarily refers to the online platform used for managing accounts and accessing financial information. In contrast, Fidelity Financial Advisor involves direct interaction with clients, offering personalized financial planning and advice. While Fidelity Net focuses on digital account management, Fidelity Financial Advisor emphasizes client relationship management and financial consulting.

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VP, Advanced Planning

VP, Advanced Planning

Fidelity Investments

Boston, MA • On-site

$118K - $226K/yr

Full-time

Medical, Retirement, PTO

Posted 13 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 266 frontline employees who took The Breakroom Quiz

16th of 146 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 the states of MA or RI.

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

The base salary range for this position is $118,000-226,000 USD per year.

Placement 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.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These 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. Note, the application window closes when the position is filled or unposted.

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.

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

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