Director, Advanced Planning — Remote Estate & Wealth Strategy

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 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