Director, Advanced Planning - REMOTE - Westlake, TX

Fidelity Investments

278d • Remote

About The Position

The Director, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity's high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of time, depending on physical proximity to regional sites and investor centers. This role is remote but does require residing within commuting distance to Westlake, TX regional Center.

Requirements

• Bachelor's Degree with preferred designations: CPA, JD, M.T., LLM in taxation.
• 10 -12 years overall work experience with 4 years in trusts and estate planning, income tax planning or succession planning.
• Experience within a public accounting, law practice, or wealth management industry environment.
• FINRA Series 7 and 66 obtained within 90-days of employment.
• Knowledge in estate planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation.

Nice To Haves

• Knowledge in retirement, financial, investment, and insurance planning.
• Effective at providing and receiving coaching and mentorship.
• Thrives in a team environment to provide an exceptional client planning experience.
• Proven emotional intelligence to optimally bond with and communicate with clients and their advisors.
• Possesses a solution-oriented, client-first work ethic.

Responsibilities

• Serve as an estate planning subject matter authority for high net worth clients and their advisors.
• Support the Vice President, Advanced Planning Market Lead in advisor training and regional business development.
• Provide comprehensive financial and estate planning support.
• Utilize video technology to meet virtually with clients and advisors.
• Collaborate with the Advanced Planning team both virtually and in-person.
• Maintain and increase collective impact on clients served.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree