About this role

serve primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors
support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership
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 time

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

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Director, Advanced Planning

Key skills