Hiring: Director, Advanced Planning Company: Fidelity Investments Location: Los Angeles, CA Job Posted Time: 2026-09-11 11:57:20 Employment Type: Full-time / Remote Target Skills & Keywords : Financial Planning, LLM, Series 66, Series 7, Wealth Management About the job Experience: •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 •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 Required Skills: •Note: Fidelity will not provide immigration sponsorship for this position. •The Expertise And Skills You Bring •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 acquired 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 •Effective at providing and receiving coaching and mentorship •Thrives in a team environment to provide an exceptional client planning experience Qualifications: •Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation Compensation: •$95,000 - $186,000 / year •Flexible work environment (work from home / hybrid options) •Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!