Senior VP, Advanced Wealth & Estate Planning
Fidelity Investments Inc.
Fidelity Investments seeks a Vice President, Advanced Planning to serve as a financial and estate planning expert for Fidelity’s high net worth clients and their advisors. The Advanced Planner leads end-to-end engagements using eMoney and other tools to deliver comprehensive client solutions. The role is remote but must reside within commuting distance to an Investor Center or Regional Center in TX, OK or LA, with travel typically 5–20%. #J-18808-Ljbffr Fidelity Investments Inc.
Vacancy posted 3 days ago
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