Director, Advanced Planning

Fidelity Investments • Durham, NC

4d • Remote

About The Position

This client-facing role leads Advanced Planning and serves as an estate planning expert, supporting Fidelity’s high-net-worth clients and their advisors. The position is part of a regionally aligned Advanced Planning team that provides 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, and collaborates 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 the employee must reside within commuting distance of an Investor Center or Regional Center in Florida, Georgia, South Carolina, or North Carolina.

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 the wealth management industry.
• FINRA Series 7 and Series 66 licenses 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 support an exceptional client planning experience.
• Ability to communicate complex subjects clearly and effectively.
• Emotional intelligence to build relationships 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.
• Reside within commuting distance of an Investor Center or Regional Center in Florida, Georgia, South Carolina, or North Carolina.

Nice To Haves

• CPA, JD, M.T., or LLM in taxation designation or degree.
• Retirement, financial, investment, and insurance planning experience or knowledge.

Responsibilities

• Lead Advanced Planning and serve as an estate planning expert.
• Support high-net-worth clients and their advisors with comprehensive financial and estate planning.
• Support the Vice President, Advanced Planning Market Lead with advisor training, regional business development, and thought leadership.
• Collaborate with the regional Advanced Planning team to deliver a comprehensive financial planning experience tailored to clients’ financial goals and family dynamics.

What This Job Offers

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