Director, Advanced Planning

This is a fully remote position, open to applicants in Florida, +2 more locations.

📋 Description

• Direct Advanced Planning as a specialist in estate planning.

• Assist Fidelity’s affluent clients and their advisors.

• Deliver thorough financial and estate planning assistance as part of a regionally focused Advanced Planning team.

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

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

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

• Travel between regional locations and investor centers, usually 5%–20% of the time.

• Offer a well-rounded financial planning experience customized to each client’s financial objectives and family circumstances.

⛳️ 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, legal practice, or wealth management setting.

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

• Knowledge of estate planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation is required.

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

• Proficient in providing and receiving coaching and mentorship.

• Excels in a team-based environment to deliver an outstanding client planning experience.

• Capable of clearly and effectively communicating complex topics.

• Demonstrated emotional intelligence to build rapport and communicate effectively with clients and their advisors.

• Exhibits a solution-oriented, client-first work ethic.

• Able to work independently, manage competing priorities, and maintain efficiency.

• Upholds a positive professional demeanor, with a considerate approach to achieving successful customer outcomes.

• Fidelity will not offer immigration sponsorship for this role.

🏝️ Benefits

• Flexible remote work utilizing video technology for virtual meetings with clients and advisors.

• Opportunities for collaboration both virtually and in person with the Advanced Planning team.

• Travel typically ranges from 5%–20% of the time, based on proximity to regional sites and investor centers.

• Access to coaching and mentorship opportunities.

• Opportunities for advisor training and thought leadership.