Director, Advanced Planning — Remote Wealth & Estate Strategy

Fidelity Investments Inc.

North Carolina

Hybrid

USD 180,000 - 260,000

Full time

3 days ago

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Job summary

Fidelity Investments Inc. seeks a Director of Advanced Planning to lead estate planning for high-net-worth clients and their advisors. You will guide trusts, wills, and tax strategies, collaborating with regional planners to deliver a comprehensive financial planning experience.

You will train and mentor teams, contribute to regional business development, and provide thought leadership. This remote role requires residing within commuting distance to an Investor Center or Regional Center in FL,

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 or related tax/succession planning.
FINRA Series 7 and 66 to be acquired within 90 days of employment.
Knowledge of estate planning, family wealth transfer, wills/trusts, income taxation and estate taxation.

Responsibilities

Lead Advanced Planning for high-net-worth clients and advisors.
Support VP, Advanced Planning Market Lead with training, regional business development and thought leadership.
Collaborate with Fidelity’s advisors to deliver tailored financial planning experiences.