Senior Wealth & Estate Planning Leader — Advanced Planning
Fidelity Investments
Fidelity Investments is seeking a Vice President, Advanced Planning to serve as the subject‑matter authority for wealth management clients and their advisors. You will deliver targeted estate planning guidance or lead comprehensive planning engagements, supported by a Director and an Advanced Planning Analyst. You will travel 5–20% and work remotely within commuting distance of Texas investor centers, collaborating with teams to expand impact across the region. #J-18808-Ljbffr Fidelity Investments
Vacancy posted 2 days ago
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