Director, Advanced Planning

Fidelity Investments • Las Vegas, NV

11d • 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 Director is part of a regionally aligned Advanced Planning team that provides comprehensive financial and estate planning support. The role 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 reside within commuting distance of an Investor Center or Regional Center in Arizona, Nevada, or Utah.

Requirements

• Bachelor’s degree.
• 10–12 years of overall work experience.
• Four years of experience in trusts and estate planning, income tax planning, or succession planning within public accounting, a law practice, or wealth management.
• Acquire FINRA Series 7 and Series 66 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 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.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

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

Responsibilities

• Lead Advanced Planning and serve as an estate planning expert.
• Support Fidelity’s 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 regionally aligned Advanced Planning team to provide a tailored financial planning experience.

What This Job Offers

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