Fidelity Investments Inc. seeks a Director, Advanced Planning to lead estate planning for high-net-worth clients and advise their advisors. You will provide expert guidance on wills, trusts, tax planning, and succession strategies within a regionally aligned team.
The role supports regional training, thought leadership, and business development, with travel 5–20% and remote-capable work. A bachelor’s degree plus CPA/JD/MT/LLM in taxation and FINRA licenses are required.
#J-18808-LjbffrDirector, Advanced Planning Estate & Wealth Strategy (Remote) in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.