Director of Health Economics leading HEOR strategy for Integra’s medical technologies. Providing economic insights to support market access and competitive differentiation.
SF
Hybrid Director, Advanced Planning
Posted last month
About the role
- Director, Advanced Planning serving high net worth clients at Fidelity. Providing comprehensive financial and estate planning support as part of a regionally-aligned Advanced Planning team.
Responsibilities
- serve primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors
- support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership
- 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 time
Requirements
- 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 obtained 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
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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