Job Description:

The Role

The Director, Advanced Planning is a client-facing role that serves 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 providing comprehensive financial and estate planning support. The Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does require residing within a commuting distance to Chicago Illinois, Covington, Kentucky or another Fidelity office within those locations. #ADVANCED PLANNING

The Expertise and Skills You Bring

• Holds a bachelor's degree with any of the following designations preferred: CPA, JD, M.T. or LLM in taxation.
• Has 10 to 12 years of overall work experience with 2 to 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
• Currently holds FINRA Series 7 and 66 licenses or willing to obtain within 90-days of employment.
• Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge is required.
• Retirement, financial, investment, and insurance planning experience 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.

The Team

We collaborate with Fidelity's advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client's unique financial goals and family dynamics. We are a collaborative and inclusive team that relies on our differences in thought, backgrounds, and perspectives to provide outstanding client experiences. Fidelity's flexible work environment empowers team members to meet the evolving demands of our clients and maintain a healthy work-life balance.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.