Director, Advanced Planning

Fidelity • Phoenix, AZ

9d • 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. It is part of a regionally aligned Advanced Planning team that provides comprehensive financial and estate planning support. The Director 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. Team members also collaborate 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 live within commuting distance of an Investor Center or Regional Center in Arizona, Nevada, or Utah. Fidelity states that it will not provide immigration sponsorship for this position.

Requirements

• Bachelor’s degree.
• 10–12 years of overall work experience.
• At least 4 years of experience in trusts and estate planning, income tax planning, or succession planning within 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.
• Effective at providing and receiving coaching and mentorship.
• Ability to thrive in a team environment to provide 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 delivering successful customer outcomes.
• Must reside within commuting distance of an Investor Center or Regional Center in Arizona, Nevada, or Utah.

Nice To Haves

• CPA, JD, M.T., or LLM in taxation designation or degree.
• Experience in retirement, financial, investment, and insurance planning.

Responsibilities

• Lead Advanced Planning and serve as an estate planning expert.
• Support Fidelity 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 planning experience tailored to clients’ financial goals and family dynamics.
• Provide client and advisor meetings primarily through video technology, with virtual and in-person team collaboration.

What This Job Offers

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