Senior VP, Advanced Wealth & Estate Planning
Listed on 2026-10-20
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
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%.
The Senior VP, Advanced Wealth & Estate Planning position in the Legal, Management & Operations field is open for applications.
This is a genuine opening to take on the Senior VP, Advanced Wealth & Estate Planning role at Fidelity Investments Inc.
As a Senior VP, Advanced Wealth & Estate Planning, you will play an important part at Fidelity Investments Inc. in Dallas, TX, United States.
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