Director, Advanced Planning

Fidelity Investments

. Lead Advanced Planning as an estate planning expert .

Posted 10/22/2026full-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, income taxation, and family wealth transfer strategies. Proven ability to deliver tailored financial planning experiences and effectively communicate complex subjects to high-net-worth clients and advisors.

Highest-signal resume keywords

Estate Planning ExpertiseTrusts And Estate Planning ExperienceFINRA Series 7 And 66CPA, JD, M.T., Or LLM In TaxationEmotional Intelligence

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 TrustsTrust And Estate TaxationFamily Wealth Transfer Planning

Soft Skills

Effective CommunicationEmotional IntelligenceIndependent WorkTask Prioritization

Certifications & Qualifications

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

Industry Keywords

High-Net-Worth ClientsWealth ManagementPublic AccountingLaw PracticeAdvisor TrainingBusiness Development

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 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
Collaborate with the Advanced Planning team virtually and in person
Deliver tailored financial planning experiences based on clients’ 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 experience within public accounting, law practice, or wealth management
FINRA Series 7 and 66 acquired within 90 days of employment
Required knowledge of estate planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation
Retirement, financial, investment, and insurance planning preferred
Preferred designations include CPA, JD, M.T., or LLM in taxation
Ability to communicate complex subjects clearly and effectively
Proven emotional intelligence for communicating with clients and advisors
Ability to work independently, balance competing tasks, and prioritize work
Must reside within commuting distance to an Investor Center or Regional Center in Florida, Georgia, South Carolina, or North Carolina
Fidelity will not provide immigration sponsorship

Benefits

Comp & perks

Remote work using video technology, with virtual client and advisor meetings
Collaboration virtually and in-person
Travel typically encouraged at 5%–20% of time
Coaching and mentorship opportunities