Individual Trustee Business

• Analyze trust registration business for future opportunities.
• Develop strategies for advisors to engage individual trustees on intergenerational wealth transfer.

Corporate Trustee Business

• Develop strategies to engage advisors on driving proprietary solutions through Fidelity Personal Trust Company.
• Develop strategies to engage advisors on referrals to FI business partners for bifurcated trust strategies where Strategic Advisors can act as investment manager.
• Identify gaps in our wealth products and services and ideating on the insourcing or outsourcing of solutions as appropriate.

The Expertise and Skills You Bring

• Any of the following designations: CPA, JD, M.T., LLM in taxation, CFA or CFP preferred.
• 13 + years experience in income tax planning, succession planning, or trusts and estate planning within a public accounting, law practice, or wealth management industry environment.
• FINRA Series 7, 66 preferred upfront or obtained within 90-days of hire.
• FINRA Series 24 preferred upfront or obtained within 1-year of hire.
• Retirement, financial, investment, insurance, estate planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required).
• Experienced in working with business owners, start-ups/Pre IPO companies a plus.
• Communicates complex subjects clearly and effectively.
• Ability to work independently and with cross-functional teams.
• Effectively coaches, develops, and utilizes team members.
• Thrives in a team environment to commercialize an exceptional planning experience
• Works independently, balances competing tasks, and prioritizes work to maintain efficiency.
• Maintains a positive professional attitude, with a thoughtful approach to delivering successful customer outcomes.

The Team

The Advanced Wealth Services team is a key part of the Wealth Solutions domain and sits more broadly within Fidelity's Wealth business unit. The team is passionate about wealth management and advanced planning topics for all prospects and clients and focuses on a coordinated set of solutions, to drive greater financial wellness. Its work focuses on helping clients navigate the intersection of financial, investment, tax, trust and estate planning and the complexities and tradeoffs that arise when trying to optimize across these disciplines.

Certifications:

Series 07 - FINRA, Series 24 - 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-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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.