Director, Advanced Planning — Estate & Wealth Strategy (Remote)

Fidelity Investments Inc.; Jacksonville, Durham, Atlanta (FL, NC, GA); Remote; USD 180,000 - 240,000; Full time

Benefits offered by this job

Work From Home

Job summary

Fidelity Investments Inc. seeks a Director, Advanced Planning to lead estate planning for high-net-worth clients and advise their advisors. You will provide expert guidance on wills, trusts, tax planning, and succession strategies within a regionally aligned team.

The role supports regional training, thought leadership, and business development, with travel 5–20% and remote-capable work. A bachelor’s degree plus CPA/JD/MT/LLM in taxation and FINRA licenses are required.

Qualifications

• Bachelor's degree with CPA/JD/MT/LLM in taxation preferred.
• 10-12 years overall experience with 4 years trusts and estate planning.
• FINRA Series 7 and 66 acquired within 90 days of employment.

Responsibilities

• Lead Advanced Planning and estate planning for high net worth clients and advisors.
• Support VP, Advanced Planning Market Lead with training and regional business development.
• Collaborate with regional offices and travel 5–20% as needed.

Skills

Estate planning

Trusts & estate planning

Income tax planning

Succession planning

Retirement planning

Investment planning

Insurance planning

Coaching & mentorship

Communication skills

Emotional intelligence

Client-first attitude

Education

Bachelor's degree with CPA/JD/MT/LLM in taxation

Tools

FINRA Series 7

FINRA Series 66

Job description

Fidelity Investments Inc. seeks a Director, Advanced Planning to lead estate planning for high-net-worth clients and advise their advisors. You will provide expert guidance on wills, trusts, tax planning, and succession strategies within a regionally aligned team.

The role supports regional training, thought leadership, and business development, with travel 5–20% and remote-capable work. A bachelor’s degree plus CPA/JD/MT/LLM in taxation and FINRA licenses are required.