Director, Advanced Planning

This is a fully remote position, open to applicants in Arizona, +2 more states.

📋 Description

• Serve as an estate planning specialist leading Advanced Planning initiatives.

• Assist Fidelity's high net worth clients along with their advisors.

• Deliver extensive financial and estate planning support as part of a regionally aligned Advanced Planning team.

• Aid the Vice President, Advanced Planning Market Lead, in advisor training, regional business development, and thought leadership.

• Conduct virtual meetings with clients and advisors across the region utilizing video technology.

• Collaborate with the Advanced Planning team both virtually and in person to enhance collective impact on clients.

• Provide a thorough financial planning experience tailored to each client’s unique financial goals and family dynamics.

⛳️ Requirements

• Bachelor’s Degree.

• 10-12 years of overall professional experience.

• 4 years of experience in trusts and estate planning, income tax planning, or succession planning within a public accounting, law practice, or wealth management setting.

• Must obtain FINRA Series 7 and 66 within 90 days of employment.

• Required knowledge in estate planning, family wealth transfer, wills/trusts, income taxation, and trust and estate taxation.

• Preferred knowledge in retirement, financial, investment, and insurance planning.

• CPA, JD, M.T., or LLM in taxation is preferred.

• Demonstrated effectiveness in providing and receiving coaching and mentorship.

• Ability to thrive in a team environment to deliver an outstanding client planning experience.

• Proficient in communicating complex topics clearly and effectively.

• Proven emotional intelligence to connect with and communicate effectively with clients and their advisors.

• Solution-oriented, client-first work ethic.

• Capacity to work independently, manage competing tasks, and prioritize work for efficiency.

• Maintain a positive professional demeanor, with a thoughtful approach to achieving successful customer outcomes.

• Must live within commuting distance to an Investor Center or Regional Center in Arizona, Nevada, or Utah.

• Fidelity will not provide immigration sponsorship for this role.

• Series 7 and Series 66 must be acquired within 90 days of employment.

🏝️ Benefits

• Travel is typically encouraged between 5% and 20% of the time, depending on proximity to regional sites and investor centers.

• Opportunity for remote work utilizing video technology to connect with clients and advisors virtually.

• Collaboration with the Advanced Planning team, both virtually and in person.