Director, Advanced Planning — Remote Estate Strategy Leader

Habitat For Humanity Of Durham; Durham (NC); Hybrid; USD 180,000 - 240,000; Full time

Job summary

Fidelity Investments seeks a Director, Advanced Planning to lead client-facing estate planning for high-net-worth clients and their advisors. The role supports regionally aligned advanced planning, provides tax and estate planning expertise, and trains advisors in wealth-management contexts.

The team collaborates virtually and in-person to raise client impact, with travel typically 5–20% and remote work using video technology.

Qualifications

• 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

Education

Bachelor’s Degree with CPA/JD/M.T./LLM in taxation

Job description

Fidelity Investments seeks a Director, Advanced Planning to lead client-facing estate planning for high-net-worth clients and their advisors. The role supports regionally aligned advanced planning, provides tax and estate planning expertise, and trains advisors in wealth-management contexts.

The team collaborates virtually and in-person to raise client impact, with travel typically 5–20% and remote work using video technology.