Director, Advanced Planning

🕒 October 22

🐊 Florida, North Carolina – Remote

🐊 Florida – Remote 🌲 North Carolina – Remote

⏰ Full Time

🔴 Lead

👔 Director

👻 Ghost score 10%

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Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

💸 Finance

🤝 B2B

👥 B2C

💰 $2M Series unknown on 2024-03

Finance • B2B • B2C

Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.

📋 Description

• 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 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 • Collaborate with the Advanced Planning team virtually and in person • Deliver tailored financial planning experiences based on clients’ financial goals and family dynamics

🎯 Requirements

• Bachelor’s Degree • 10–12 years overall work experience • 4 years of trusts and estate planning, income tax planning, or succession planning experience within public accounting, law practice, or wealth management • FINRA Series 7 and 66 acquired within 90 days of employment • Required knowledge of estate planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation • Retirement, financial, investment, and insurance planning preferred • Preferred designations include CPA, JD, M.T., or LLM in taxation • Ability to communicate complex subjects clearly and effectively • Proven emotional intelligence for communicating with clients and advisors • Ability to work independently, balance competing tasks, and prioritize work • Must reside within commuting distance to an Investor Center or Regional Center in Florida, Georgia, South Carolina, or North Carolina • Fidelity will not provide immigration sponsorship

🏖️ Benefits

• Remote work using video technology, with virtual client and advisor meetings • Collaboration virtually and in-person • Travel typically encouraged at 5%–20% of time • Coaching and mentorship opportunities

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