Director, Advanced Planning
Fidelity Investments, Merrimack, NH, United States
Role Overview
Director, Advanced Planning is a client-facing role serving 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, you will provide comprehensive financial and estate planning support, assist the Vice President of Advanced Planning Market Lead with advisor training, regional business development, and thought leadership. Video technology is used for remote client and advisor meetings, and collaboration occurs both virtually and in-person to enhance client impact.
Travel is typically 5–20% of your time, and this remote role requires residents within commuting distance to an Investor or regional center in Kentucky, Ohio, or Tennessee.
Expertise and Skills You Bring
Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation
10–12 years overall work experience with 4 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment
FINRA Series 7 and 66 obtained within 90‑days of employment
Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)
Retirement, financial, investment, and insurance planning preferred
Effective at providing and receiving coaching and mentorship
Thrives in a team environment to provide an exceptional client planning experience
Communicates complex subjects clearly and effectively
Proven emotional intelligence to optimally bond with and communicate with clients and their advisors
Possesses a solution‑oriented, client‑first work ethic
Works independently, balances competing tasks, and prioritizes work to maintain efficiency
Maintains a positive professional attitude, with a thoughtful approach to delivering successful customer outcomes
Note Fidelity will not provide immigration sponsorship for this position.
The Team We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high net worth clients to provide a comprehensive financial planning experience tailored to each client’s unique financial goals and family dynamics.
Certifications Series 07 - FINRA, Series 66 - FINRA
Category Relationship Management
Location & Work Model Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M‑F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult your recruiter for specific expectations for this position.
Legal & Regulatory Disclosures Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories.
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As a member of a regionally-aligned Advanced Planning team, you will provide comprehensive financial and estate planning support, assist the Vice President of Advanced Planning Market Lead with advisor training, regional business development, and thought leadership. Video technology is used for remote client and advisor meetings, and collaboration occurs both virtually and in-person to enhance client impact.
Travel is typically 5–20% of your time, and this remote role requires residents within commuting distance to an Investor or regional center in Kentucky, Ohio, or Tennessee.
Expertise and Skills You Bring
Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation
10–12 years overall work experience with 4 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment
FINRA Series 7 and 66 obtained within 90‑days of employment
Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)
Retirement, financial, investment, and insurance planning preferred
Effective at providing and receiving coaching and mentorship
Thrives in a team environment to provide an exceptional client planning experience
Communicates complex subjects clearly and effectively
Proven emotional intelligence to optimally bond with and communicate with clients and their advisors
Possesses a solution‑oriented, client‑first work ethic
Works independently, balances competing tasks, and prioritizes work to maintain efficiency
Maintains a positive professional attitude, with a thoughtful approach to delivering successful customer outcomes
Note Fidelity will not provide immigration sponsorship for this position.
The Team We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high net worth clients to provide a comprehensive financial planning experience tailored to each client’s unique financial goals and family dynamics.
Certifications Series 07 - FINRA, Series 66 - FINRA
Category Relationship Management
Location & Work Model Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M‑F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult your recruiter for specific expectations for this position.
Legal & Regulatory Disclosures Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories.
#J-18808-Ljbffr