Director, Advanced Planning

Fidelity will not provide immigration sponsorship for this position. Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role This client-facing position leads Advanced Planning and serves as an estate planning expert. It supports Fidelity’s high net worth clients and their advisors. The role is part of a regionally aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also 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 and meet virtually with clients and advisors across the region. We also collaborate with the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically encouraged between 5% and 20% of time, depending on physical proximity to regional sites and investor centers. This role is remote but does require residing within commuting distance to an Investor Center or Regional Center in the states of FL, GA, SC or NC. 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