Senior Wealth & Estate Planning Leader
Soteria Reinsurance Ltd.
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-LjbffrVacancy posted 1 day ago
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