Director, Advanced Planning - Remote

Overview

The Director, Advanced Planning is a client-facing role that serves as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors, providing comprehensive financial and estate planning support.

In Short

• Client-facing role focusing on estate planning.
• Supports Vice President in training and business development.
• Utilizes video technology for remote client interactions.
• Requires travel between 5% and 20% of the time.
• Must reside within commuting distance to Jacksonville, FL.
• 10-12 years of overall work experience required.
• Preferred designations include CPA, JD, M.T., LLM.
• Knowledge in estate planning, taxation, and wealth transfer.
• Effective communication and emotional intelligence are essential.
• Works independently and collaboratively in a team environment.

Requirements

• Bachelor’s Degree with preferred certifications.
• Experience in trusts and estate planning.
• FINRA Series 7 and 66 to be obtained within 90 days.
• Knowledge in retirement and insurance planning preferred.
• Ability to provide coaching and mentorship.
• Solution-oriented, client-first work ethic.
• Positive professional attitude.
• Ability to prioritize tasks efficiently.

Benefits

• Diverse and inclusive workplace culture.
• Hybrid working model blending onsite and offsite work.
• Support for applicants with disabilities.
• Access to financial expertise and resources.
• Commitment to associate development and growth.