Director, Advanced Planning

Fidelity Investments

. Lead Advanced Planning as an estate planning expert .

Posted 10/27/2026full-timeRemote • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in estate planning, including trusts, family wealth transfer, and income taxation, while providing tailored financial planning experiences for high net worth clients. Exhibits strong communication skills and emotional intelligence to effectively engage with clients and advisors.

Highest-signal resume keywords

Estate Planning ExpertiseTrusts And Estate Taxation KnowledgeFINRA Series 7 And 66Client Relationship ManagementTeam Collaboration

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Estate PlanningIncome Tax PlanningSuccession PlanningFinancial PlanningInvestment PlanningInsurance PlanningWills And TrustsFamily Wealth Transfer PlanningTrust And Estate TaxationRetirement Planning

Soft Skills

Effective CommunicationEmotional IntelligenceCoaching And MentorshipSolution-Oriented Work EthicTeamwork

Tools & Technologies

Video Technology

Certifications & Qualifications

CPAJDM.T.LLM In TaxationFINRA Series 7FINRA Series 66

Industry Keywords

Wealth ManagementPublic AccountingLaw PracticeHigh Net Worth ClientsFinancial GoalsClient Planning Experience

About the role

Key responsibilities & impact

Lead Advanced Planning as an estate planning expert
Support Fidelity’s high net worth clients and their advisors
Provide comprehensive financial and estate planning support as part of a regionally aligned Advanced Planning team
Support the Vice President, Advanced Planning Market Lead with advisor training, regional business development, and thought leadership
Meet virtually with clients and advisors across the region using video technology
Collaborate with the Advanced Planning team virtually and in person to maintain and increase collective impact on clients
Deliver a comprehensive financial planning experience tailored to each client’s financial goals and family dynamics

Requirements

What you’ll need

Bachelor’s Degree
10-12 years overall work experience
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 acquired 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
CPA, JD, M.T., or LLM in taxation 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 effectively 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 demeanor, with a thoughtful approach to delivering successful customer outcomes
Must reside within commuting distance to an Investor Center or Regional Center in Arizona, Nevada, or Utah
Fidelity will not provide immigration sponsorship for this position
Must acquire Series 7 and Series 66 within 90 days of employment

Benefits

Comp & perks

Travel typically encouraged between 5% and 20% of time, depending on physical proximity to regional sites and investor centers
Remote work using video technology to meet virtually with clients and advisors
Virtual and in-person collaboration with the Advanced Planning team