[Hiring] Director, Advanced Planning @Fidelity Investments

Role Description

This client-facing position leads Advanced Planning and serves as an estate planning expert. It supports Fidelity’s high net worth clients and their advisors. The role is part of a regionally aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership.

We primarily use video technology to function remotely and meet virtually with clients and advisors across the region. We also collaborate with the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically encouraged between 5% and 20% of time, depending on physical proximity to regional sites and investor centers. This role is remote but does require residing within commuting distance to an Investor Center or Regional Center in the states of CA, NV or UT.

Qualifications

• Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation
• 10-12 years overall work experience with 4 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 acquired 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
• Effective at providing and receiving coaching and mentorship
• Thrives in a team environment to provide an exceptional client planning experience
• Communicates complex subjects clearly and effectively
• Proven emotional intelligence to effectively bond with and communicate with clients and their advisors
• Possesses a solution-oriented, client-first work ethic
• Works independently, balances competing tasks, and prioritizes work to maintain efficiency
• Maintains a positive professional demeanor, with a thoughtful approach to delivering successful customer outcomes

Benefits

• Comprehensive health care coverage and emotional well-being support
• Market-leading retirement
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Company Description

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.