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Director, Advanced Planning - REMOTE - Mid - Atlantic US Region
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- 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.
- 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
- Knowledge of estate planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation required
- Emotional intelligence to effectively bond with and communicate with clients
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