Job Description: The u202F Advanced Planning Analyst is primarily responsible for preparing in-depth/personalized financial planning analyses for ultra-high net client engagements. As a member of a regionally aligned Advanced Planning Team, the u202F Analyst u202Fwill support and develop under a team of experienced Advanced Planners to help provide clients personalized net worth statements, detailed cash flow analyses and estate planning scenario modeling using eMoney financial planning software. In addition, the Advanced Planning Analyst u00A0and help drive operational efficiency across the team. We primarily use video technology to function remotely and meet virtually with clients and advisors 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 time, depending on physical proximity to regional sites and investor centers. Although this role is remote, it is required to be within commuting distance of Denver, CO; San Francisco, CA or Westlake, TX Fidelity locations. #ADVANCED PLANNING u00A0
The Expertise and Skills You Bring u00A0
Bachelor s degree u00A0 2 to 5 years of financial or estate planning experience, preferably at a wealth management firm, accounting firm, or law firm u00A0 Experience with financial planning tools preferred u00A0 CFP u00AE, CPA, CFA, JD, LLM or CPWA designation a plus u00A0 Keen attention to detail u00A0 Strong analytical and communication skills u00A0 FINRA Series 7 and 66 obtained within 90-days of employment u00A0 Ability to thrive in a team environment to provide an exceptional client planning experience u00A0 A solution-oriented, client-first work ethic u00A0 Ability to work independently; balance competing tasks; and prioritize work to maintain efficiency u00A0 A positive professional attitude, with a thoughtful approach to delivering successful customer outcomes u00A0
u202F u00A0 The Team u00A0
We collaborate with Fidelity s advisors and their ultra-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. u00A0
Fidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions.
The base salary range for this position is $85,000 - $125,000 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
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 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
, 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.
blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). 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. 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
, prompt 2, option 3. Recommended Skills Accounting Analytical Attention To Detail Business Efficiency Certified Financial Planner Communication
