Fidelity Investments

This client-facing role serves as a financial planning and estate planning subject matter authority for high net worth clients and their advisors, delivering guidance and leading comprehensive planning engagements. The planner works as part of a team supporting advanced planning client engagements throughout a geographic region, primarily using video technology and meeting clients in investor centers.

Conduct educational workshops on financial wellness, collaborate with partners for successful events, and manage administrative tasks. Utilize technology for effective communication and maintain compliance with business requirements.

Facilitates external audit activities for financial reporting, control attestation, and regulatory compliance. Develops control strategies for emerging technologies like AI and Machine Learning, and supports technology risk for various stakeholders.

Leads and manages software engineering teams in developing cloud-based brokerage applications within an Agile environment. Oversees project development policies, translates business vision into architectural strategies, and provides technical leadership and guidance to teams and senior management.

The consultant partners with Executive Planning Consultants to work exclusively with plan participants, deepening relationships and providing benefits education and financial planning advice to executives. They implement client contact strategies, assist in business development by identifying new opportunities, and ensure adherence to compliance requirements for all customer requests.

The primary responsibility is supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors by providing market insight, portfolio construction guidance, and investment product solutions. This involves making in-person sales calls and partnering with internal teams to drive new business, retain assets, and grow market share.

The Vice President, Advanced Planning acts as a financial planning and estate planning subject matter expert for high-net-worth clients and their advisors, leading comprehensive planning engagements using tools like eMoney. This role involves supporting client engagements across a geographic region, often utilizing video technology while also meeting clients in investor centers.

The Vice President, Advanced Planning acts as a financial planning and estate planning subject matter expert for high-net-worth clients and their advisors, leading comprehensive planning engagements using tools like eMoney. This role involves supporting advanced planning client engagements across a geographic region, often utilizing video technology and meeting clients in investor centers.

The Vice President, Advanced Planning acts as a subject matter authority for financial and estate planning for high-net-worth clients and their advisors, leading comprehensive planning engagements using tools like eMoney. This role involves supporting advanced planning client engagements across a geographic region, often functioning remotely using video technology alongside in-person meetings.

The Vice President, Advanced Planning acts as a financial planning and estate planning subject matter expert for high-net-worth clients and their advisors, leading comprehensive planning engagements using tools like eMoney. This role, supported by an analyst, serves advanced planning client engagements across a geographic region, primarily utilizing video technology alongside in-person meetings.