Advanced Planning Analyst - REMOTE- CO

CO Salary Range: USD 85,000.00 - 125,000.00 per year

Job Description:

The Role

The Advanced Planning Analyst is primarily responsible for preparing in-depth/personalized financial planning analyses for ultra-high net client engagements. As a member of this regionally aligned team, the Advanced Planning Analyst will 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 role will 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 the time, depending on physical proximity to regional sites and investor centers. This job is remote but requires being in a commuting distance to a Fidelity location in one of the following states: NY/NJ/PA/FL.

The Expertise and Skills You Bring

• Bachelor's degree
• 6 to 8 years overall work experience with 2+ years of financial or estate planning work experience, preferably at a wealth management firm, accounting firm, or law firm
• Experience using financial planning software such as eMoney is preferred
• CFP®, CPA, CFA, JD, LLM or CPWA designation a plus
• Strong analytical and communication skills
• FINRA Series 7 and 66 preferred or willing to obtain within 90-days of employment
• Thrives in a team environment to provide an exceptional client planning experience
• Maintains a solution-oriented, client-first work ethic
• Works independently, balances competing tasks, prioritizes work to create efficiencies and demonstrates keen attention to detail
• Possesses a professional and positive attitude, with a thoughtful approach to delivering successful customer outcomes

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 $85,000 - $125,000 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.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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 - FINRA

Category:

Relationship Management

Client-provided location(s): Flexible / Remote, Denver, CO

Job ID: Fidelity-2116262

Employment Type: OTHER

Posted: 2025-09-16T23:41:31