Director, Advanced Planning - Estate & Wealth Strategy

Fidelity; United States; Remote; USD 180,000 - 240,000; Full time

Job summary

Fidelity is seeking a Director of Advanced Planning to lead client-facing estate planning for high-net-worth clients and their advisors. The role supports a regionally aligned team and mentors planners while contributing to training and regional growth.

Remote-enabled with travel and proximity requirements to Investor Centers in FL, GA, SC or NC. Strong estate planning, tax and leadership skills are essential.

Qualifications

• Bachelor's degree with CPA, JD, MT or LLM in taxation preferred.
• 10–12 years total experience with 4 years in trusts/estate planning, tax or succession planning.
• FINRA Series 7 and 66 required within 90 days of employment.
• Estate planning, wealth transfer, wills/trusts and related tax knowledge required.
• Retirement, financial, investment and insurance planning familiarity.

Responsibilities

• Lead Advanced Planning for high-net-worth clients and their advisors.
• Support regional team with comprehensive financial and estate planning.
• Provide advisor training, regional business development and thought leadership.
• Collaborate with team virtually and in-person; expect 5–20% travel.
• Serve as a client-facing expert and maintain strong client outcomes.

Skills

Coaching

Mentorship

Communication

Emotional intelligence

Client-first

Independent work

Team player

Problem solving

Prioritization

Leadership

Education

Bachelor's degree (CPA, JD, MT, LLM in taxation preferred)

Job description

Fidelity is seeking a Director of Advanced Planning to lead client-facing estate planning for high-net-worth clients and their advisors. The role supports a regionally aligned team and mentors planners while contributing to training and regional growth.

Remote-enabled with travel and proximity requirements to Investor Centers in FL, GA, SC or NC. Strong estate planning, tax and leadership skills are essential.