Director, Advanced Planning — Remote with Travel

Soteria Reinsurance Ltd.

Remote job

Fidelity Investments is seeking a Director of Advanced Planning to lead client-facing estate planning for high‑net‑worth clients and their advisors. You will support regional teams, mentor others, and contribute to thought leadership while delivering a comprehensive planning experience. The role is remote but requires residing within commuting distance to an Investor Center or Regional Center in CA, NV or UT, with travel typical between 5% and 20% of time. #J-18808-Ljbffr Soteria Reinsurance Ltd.

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Vacancy posted 5 days ago

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