Director, Advanced Planning

Fidelity Investments

. Lead Advanced Planning as an estate planning expert .

Posted 11/9/2026full-timeRemote • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in estate planning, including trusts, wills, and taxation, while providing tailored financial planning solutions for high net worth clients. Exhibits strong communication and emotional intelligence skills to effectively engage with clients and advisors in a collaborative environment.

Highest-signal resume keywords

Estate PlanningTrusts And Estate TaxationFINRA Series 7FINRA Series 66Family Wealth Transfer Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningIncome Tax PlanningSuccession PlanningWillsTrustsInvestment PlanningInsurance PlanningClient Planning ExperienceCoaching And MentorshipSolution-Oriented Work Ethic

Soft Skills

Effective CommunicationEmotional IntelligenceTeam CollaborationClient Relationship ManagementPositive Professional Demeanor

Tools & Technologies

Video Technology

Certifications & Qualifications

Bachelor's DegreeFINRA Series 7FINRA Series 66

Industry Keywords

High Net Worth ClientsWealth ManagementPublic AccountingLaw PracticeFinancial GoalsRegional Business DevelopmentAdvisor Training

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
Travel between regional sites and investor centers, typically 5%–20% of the time
Provide 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
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
Fidelity will not provide immigration sponsorship for this position

Benefits

Comp & perks

Remote work using video technology to meet virtually with clients and advisors
Collaboration virtually and in-person with the Advanced Planning team
Travel typically 5%–20% of time, depending on physical proximity to regional sites and investor centers
Coaching and mentorship opportunities
Advisor training and thought leadership opportunities