Director, Advanced Planning

This is a fully remote position, open to applicants in Florida, +1 more state.

📋 Description

• Take the lead in Advanced Planning as an estate planning authority.

• Provide support to Fidelity’s high-net-worth clients along with their advisors.

• Offer a full range of financial and estate planning assistance as part of a regionally focused team.

• Assist the Vice President, Advanced Planning Market Lead with advisor training, regional business expansion, and thought leadership initiatives.

• Conduct virtual meetings with clients and advisors throughout the region.

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

• Create customized financial planning experiences tailored to clients’ financial objectives and family situations.

⛳️ Requirements

• Bachelor’s degree.

• 10–12 years of overall professional experience.

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

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

• In-depth knowledge of estate planning, family wealth transfer strategies, wills/trusts, income taxation, and trust and estate taxation.

• Experience in retirement, financial, investment, and insurance planning is preferred.

• Preferred credentials include CPA, JD, M.T., or LLM in taxation.

• Strong ability to convey complex topics clearly and effectively.

• Demonstrated emotional intelligence for effective communication with clients and advisors.

• Capacity to work independently, manage multiple tasks, and prioritize effectively.

• Must live within commuting distance to an Investor Center or Regional Center in Florida, Georgia, South Carolina, or North Carolina.

• Fidelity will not offer immigration sponsorship.

🏝️ Benefits

• Opportunity to work remotely utilizing video technology for virtual client and advisor meetings.

• Engage in collaboration both virtually and in person.

• Travel typically ranges from 5%–20% of the time.

• Access to coaching and mentorship opportunities.