Fidelity is seeking a Vice President, Advanced Planning to serve as a subject matter expert in financial and estate planning for high-net-worth clients and their advisors. You will lead end-to-end engagements, leverage eMoney and other tools, and work with an Advanced Planning Analyst to support a regional client base.
Travel 5–20% is typical, with a remote-capable but regionally anchored role. The ideal candidate has 13–15 years of experience, relevant designations, FINRA Series 7/66, and deep
#J-18808-LjbffrSenior Wealth & Estate Planning Leader in town of texas at Unknown Company
This position is listed as full time and able to be worked remotely.