Senior VP, Advanced Wealth & Estate Planning
Listed on 2026-10-30
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant, Corporate Finance
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%.
This role, Senior VP, Advanced Wealth & Estate Planning at Fidelity Investments Inc., could be your next career step.
Are you ready to take on the Senior VP, Advanced Wealth & Estate Planning role at Fidelity Investments Inc.?
We would love to welcome a new Senior VP, Advanced Wealth & Estate Planning to our organisation in Dallas, TX, United States.
For the Senior VP, Advanced Wealth & Estate Planning position at Fidelity Investments Inc., we are reviewing applications now.
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