Director, Advanced Planning

Fidelity • Jacksonville, FL

3d • Remote

About The Position

The Director, Advanced Planning is a client-facing estate planning expert who leads Advanced Planning support for Fidelity’s high-net-worth clients and their advisors. The role is part of a regionally aligned team providing comprehensive financial and estate planning support. It also supports the Vice President, Advanced Planning Market Lead with advisor training, regional business development, and thought leadership.

The team primarily uses video technology to work remotely and meet virtually with clients and advisors across the region, while also collaborating virtually and in person. Travel is typically encouraged for 5% to 20% of the time, depending on proximity to regional sites and investor centers. The role is remote but requires residence within commuting distance of an Investor Center or Regional Center in Florida, Georgia, South Carolina, or North Carolina. Fidelity notes that its broader onsite working model is transitioning through a phased rollout, but that transition does not apply to fully remote roles.

Fidelity will not provide immigration sponsorship for this position. The business is subject to securities, investment, retirement-related, and other laws and regulations that may restrict hiring or association with individuals with certain criminal histories.

Requirements

• Bachelor’s degree.
• 10–12 years of overall work experience, including 4 years of trusts and estate planning, income tax planning, or succession planning experience in public accounting, a law practice, or wealth management.
• FINRA Series 7 and Series 66 must be acquired within 90 days of employment.
• Knowledge of estate planning, family wealth transfer planning, wills and trusts, income taxation, and trust and estate taxation.
• Ability to provide and receive coaching and mentorship.
• Ability to thrive in a team environment and contribute to an exceptional client planning experience.
• Ability to communicate complex subjects clearly and effectively.
• Emotional intelligence to build rapport and communicate effectively with clients and their advisors.
• Solution-oriented, client-first work ethic.
• Ability to work independently, balance competing tasks, and prioritize work efficiently.
• Positive professional demeanor and thoughtful approach to successful customer outcomes.
• Must reside within commuting distance of an Investor Center or Regional Center in Florida, Georgia, South Carolina, or North Carolina.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• Preferred designations: CPA, JD, M.T., or LLM in taxation.
• Retirement, financial, investment, and insurance planning knowledge.

Responsibilities

• Lead Advanced Planning and serve as an estate planning expert for high-net-worth clients and their advisors.
• Provide comprehensive financial and estate planning support as part of a regionally aligned Advanced Planning team.
• Support the Vice President, Advanced Planning Market Lead with advisor training, regional business development, and thought leadership.
• Meet virtually with clients and advisors across the region and collaborate with the Advanced Planning team virtually and in person.
• Provide a comprehensive financial planning experience tailored to clients’ financial goals and family dynamics.

What This Job Offers

• Job Type: Full-time
• Career Level: Director