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About the Role
This client-facing role serves as an estate planning expert for Fidelity’s high net worth clients and their advisors. The Director, Advanced Planning will also support the Vice President, Advanced Planning Market Lead in advisor training, regional business development, and thought leadership.
Responsibilities
- Serve as an estate planning expert for high net worth clients and their advisors.
- Provide comprehensive financial and estate planning support.
- Support advisor training, regional business development, and thought leadership.
- Collaborate with the Advanced Planning team virtually and in-person.
- Maintain and increase collective impact on clients.
Requirements
- Bachelor’s Degree with CPA, JD, M.T., or LLM in taxation preferred.
- 10-12 years overall work experience.
- 4 years of trusts and estate planning, income tax planning, or succession planning experience within a public accounting, law practice, or wealth management industry.
- FINRA Series 7 and 66 acquired within 90-days of employment.
- Knowledge of Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation.
- Proven emotional intelligence to effectively bond with and communicate with clients and their advisors.
- Solution-oriented, client-first work ethic.
- Ability to work independently, balance competing tasks, and prioritize work.
- Maintain a positive professional demeanor.
- Reside within commuting distance to an Investor Center or Regional Center in CA, NV, or UT.
Skills
- Estate Planning
- Family wealth transfer planning
- Wills/trusts
- Income taxation
- Trust and estate taxation
- Retirement planning
- Financial planning
- Investment planning
- Insurance planning
- Coaching and mentorship
- Team collaboration
- Clear and effective communication of complex subjects
- Emotional intelligence
- Client relationship management
- Problem-solving
- Time management
- Professional demeanor
Location
- Remote (CA, NV, UT)
Work Type
- Remote
- Full-time
Experience Level
- 10-12 years overall work experience
- 4 years of trusts and estate planning, income tax planning or succession planning work experience
Education Level
- Bachelor's Degree
- CPA
- JD
- M.T.
- LLM in taxation
Salary/Compensations
- $95,000-186,000 USD
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement plan
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance
- Student loan repayment
- Tuition reimbursement
- Learning resources
About the Company
- Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.
- Fidelity’s business is governed by various securities and investment laws and regulations.
- Fidelity may be restricted from hiring individuals with certain Criminal Histories.
Equal Opportunity
- Fidelity may be restricted from hiring and/or associating with individuals with certain Criminal Histories.