Job Description:

Job Description

The Purpose of Your Role

The Regional Vice President, Advanced Planning (RVP Advanced Planning) is a member of the leadership team within Fidelity s Advanced Planning and Leadership Development (APLD) organization and will report to the Head of APLD.\u00A0 The RVP Advanced Planning will help shape the future growth of APLD and provide key insights into strategy development, client engagement and experiences, and efforts to scale the delivery of advanced planning services and solutions to Fidelity Wealth Clients.\u00A0 The RVP Advanced Planning s primary responsibilities will include:

• Delivery of Advanced Planning services throughout an assigned region(s), including the advocacy, wholesaling, education and training of complex planning topics and their integration within Fidelity s planning ecosystem, including planning tools and solutions;
• Demonstrate an ability to become a critically important member of the Wealth Regional Leadership Team (ie: 7 regions and PWM)
• Forge strategic relationships with key leaders and stakeholders in the Investment Advisor Group to align strategy, support plan implementation and drive shared accountability for planning outcomes.
• Lead, coach, and inspire a team of Advanced Planners
• Collaborate with the APLD leadership team to oversee and supervise the delivery of non-discretionary financial planning advice and recommendations to clients.\u00A0

Travel is typically expected between 5% and 20% of time, depending on physical proximity to regional sites and investor centers #ADVANCED PLANNING

The Expertise and Skills You Bring

• 10+ years in the financial services industry, with success leading client facing teams responsible for delivering and implementing financial planning solutions for High Net Worth and Ultra High-Net-Worth clients
• Proven ability to influence, coach and lead others
• Attract, hire, motivate and lead are critical skills and responsibilities. Assessment of associate skills, placement of resources, compensation decisions, development plan creation are all part of the day-to-day responsibilities.
• Any of the following designations preferred: CFP\u00AE, CPA, JD, M.T., LLM in taxation, or CFA
• Demonstrated proficiency with complex financial planning concepts, including retirement and income planning, tax planning, and trust and estate planning
• Strong command of Fidelity s wealth and brokerage offerings, products, and solutions
• Commitment to Fidelity s Leadership Principles
• FINRA Series 7,66, 9 and 10 (obtained within 90-days of employment)

The Team

The Advanced Planning and Leadership Development team collaborates with Fidelity s advisors provide a comprehensive financial planning experience that is tailored to each client s unique financial goals and family dynamics. At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com

The base salary range for this position is $120,000 - $185,000 per year. \u00A0

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. \u00A0\u00A0

We 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.

Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Certifications:
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA

Company Overview

Fidelity 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 Us

At 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

Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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,

detailed in this document, 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.

We invite you to Find Your Fidelity at

fidelitycareers.com.

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