Director, Advanced Planning

🔥 0 minutes ago

🌵 Arizona, Nevada, +1 more states – Remote

🌵 Arizona – Remote 🎰 Nevada – Remote ⛷️ Utah – 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 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

🎯 Requirements

• 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

🏖️ Benefits

• 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