Fidelity will not provide immigration sponsorship for this position.
Job Description:The Role
This client-facing position leads Advanced Planning and serves as an estate planning expert. It supports Fidelity’s high net worth clients and their advisors. The role is part of a regionally aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership.
We primarily use video technology to function remotely and meet virtually with clients and advisors across the region. We also collaborate with the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically encouraged between 5% and 20% of time, depending on physical proximity to regional sites and investor centers. This role is remote but does require residing within commuting distance to an Investor Center or Regional Center in the states of FL, GA, SC or NC.
The Expertise and Skills You Bring
- Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation
- 10-12 years overall work experience with 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
- 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
We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Skills Required
- Bachelor's degree
- CPA, JD, M.T., or LLM in taxation
- 10-12 years of overall work experience
- At least 4 years of experience in trusts and estate planning, income tax planning, or succession planning within public accounting, law practice, or wealth management
- FINRA Series 7 acquired within 90 days of employment
- FINRA Series 66 acquired within 90 days of employment
- Knowledge of estate planning, family wealth transfer planning, wills and trusts, income taxation, and trust and estate taxation
- Knowledge of retirement, financial, investment, and insurance planning
- Ability to provide and receive coaching and mentorship
- Ability to communicate complex subjects clearly and effectively
- Proven emotional intelligence and client communication skills
- Solution-oriented, client-first work ethic
- Ability to work independently, balance competing tasks, and prioritize efficiently
- Positive professional demeanor and thoughtful approach to client outcomes
- Residence within commuting distance of an Investor Center or Regional Center in Florida, Georgia, South Carolina, or North Carolina
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Retirement Support — Retirement contributions and benefits are frequently highlighted as a strong part of the total rewards package. Employer retirement support is seen as materially enhancing overall compensation.
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Strong & Reliable Incentives — Profit sharing and bonuses are commonly described as valuable additions to pay. These incentives help the total compensation feel more competitive even when base salaries are viewed as moderate.
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Healthcare Strength — Health coverage is often called out as a positive aspect of the benefits package. Access to solid healthcare benefits contributes to satisfaction with total compensation.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
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