Director, Advanced Planning

🕒 Outubro 27

🌵 Arizona, Nevada, +1 estados a mais – Remoto

🌵 Arizona – Remote 🎰 Nevada – Remote ⛷️ Utah – Remote

⏰ Tempo Integral

🔴 Especialista

👔 Diretor

👻 Score fantasma 10%

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• Aberta há 16 dias.
• As vagas desta empresa costumam ser preenchidas em 25 dias.
• Sem salário divulgado.

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Fidelity Investments

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1946

💸 Finanças

🤝 B2B

👥 B2C

💰 $2.000.000 Series unknown em 2024-03

Finance • B2B • B2C

A Fidelity Investments é uma empresa de serviços financeiros globalmente diversificada, sediada nos EUA, focada em ajudar clientes individuais e institucionais a alcançarem seus objetivos financeiros. A empresa é conhecida por sua gestão de investimentos (incluindo fundos mútuos e gestão de ativos), serviços de aposentadoria e gestão de patrimônio, plataformas de corretagem e negociação, e serviços para clientes institucionais. A Fidelity opera tanto produtos voltados para consumidores finais, como serviços B2B para empregadores, consultores e instituições; o texto do site também destaca práticas padrão de privacidade/cookies da web e restrições de uso transfronteiriço.

Descrição

• Lead Advanced Planning as an estate planning expert • Support Fidelity’s high net worth clients and their advisors • Provide comprehensive financial and estate planning support as part of a regionally aligned Advanced Planning team • Support the Vice President, Advanced Planning Market Lead with advisor training, regional business development, and thought leadership • Meet virtually with clients and advisors across the region using video technology • Collaborate with the Advanced Planning team virtually and in person to maintain and increase collective impact on clients • Deliver a comprehensive financial planning experience tailored to each client’s financial goals and family dynamics

🎯 Requisitos

• Bachelor’s Degree • 10-12 years overall work experience • 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 • CPA, JD, M.T., or LLM in taxation 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 • Must reside within commuting distance to an Investor Center or Regional Center in Arizona, Nevada, or Utah • Fidelity will not provide immigration sponsorship for this position • Must acquire Series 7 and Series 66 within 90 days of employment

🏖️ Benefícios

• Travel typically encouraged between 5% and 20% of time, depending on physical proximity to regional sites and investor centers • Remote work using video technology to meet virtually with clients and advisors • Virtual and in-person collaboration with the Advanced Planning team

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