Senior Wealth & Estate Planning Leader
Listed on 2026-10-30
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Finance & Banking
Wealth Management, Portfolio & Asset Management
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
Join us at Soteria Reinsurance Ltd. as our next Senior Wealth & Estate Planning Leader in TX, United States.
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This posting is for the Senior Wealth & Estate Planning Leader role at Soteria Reinsurance Ltd., based in TX, United States.
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