Director, Advanced Planning

Fidelity Investments Inc.; Jacksonville (FL); Hybrid; USD 180,000 - 240,000; Full time

Job summary

Fidelity Investments is seeking a Director of Advanced Planning to lead client-facing estate planning and provide comprehensive financial planning support for high net worth clients and their advisors. The role includes regional collaboration, training responsibilities, and thought leadership to enhance client outcomes.

The position emphasizes the ability to communicate complex topics clearly, coach teams, and manage a demanding client-centric practice across multiple states with a hybrid

Qualifications

• 10-12 years of overall work experience with 4 years in trusts/estate planning, income tax planning or succession planning
• 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 experience preferred
• Strong coaching/mentorship abilities and client-first approach
• Ability to communicate complex subjects clearly and effectively
• Proven emotional intelligence and relationship-building with clients and advisors
• Works well in a team and independently to deliver excellent client outcomes

Responsibilities

• Lead Advanced Planning for high net worth clients and advisors across the region
• Provide estate planning expertise and financial planning support
• Support training, regional business development and thought leadership for advisors

Skills

Estate planning

Wills & trusts

Income tax planning

Succession planning

Coaching & mentorship

Client-focused service

Communication of complex subjects

Team collaboration

Independent work management

Emotional intelligence

Education

Bachelor’s Degree (CPA/JD/MT/LLM preferred)

Job description

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

The Team

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.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Relationship Management

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.