Director, Advanced Planning

2 months ago

Charlotte, United States Fidelity TalentSource LLC Full time



Job Description:

The Role

The Director, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity s high net worth clients and their advisors as a member of a regionally aligned Advanced Planning team, providing comprehensive financial and estate planning support. The Director will be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also 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 the time, depending on physical proximity to regional sites and investor centers. The role is remote but being commuting distance to Durham, NC is preferred but would also consider Remote VA, GA and SC locations. #ADVANCED PLANNING

The Expertise and Skills You Bring

  • 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 preferred or obtained within 90-days of employment
  • Knowledge of estate planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation required
  • Experience with retirement, financial, investment, and insurance planning preferred
  • Provides and receives coaching and mentorship
  • Thrives in a team environment to provide an outstanding client planning experience
  • Communicates complex subjects clearly and effectively
  • Emotional intelligence to effectively bond with and communicate with clients
  • Possesses a solution-oriented, client-first work ethic
  • Works independently, balances tasks, and prioritizes work to maintain efficiency
  • Maintains a positive and professional demeanor with a thoughtful approach to delivering successful customer outcomes

The Team

We collaborate with Fidelity s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client s unique financial goals and family dynamics. We are a collaborative and inclusive team that relies on our differences in thought, backgrounds, and perspectives to provide outstanding client experiences. Fidelity s flexible work environment empowers team members to meet the evolving demands of our clients and maintain a healthy work-life balance.





Certifications:

Series 07 - FINRA, Series 66 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

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