Director, Advanced Planning — Estate & Wealth Strategy; Remote
Hialeah, Miami-Dade County, Florida, 32290, USA
Listed on 2026-11-05
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Finance & Banking
Wealth Management -
Management
Wealth Management
Fidelity Investments Inc. seeks a Director, Advanced Planning to lead estate planning for high-net-worth clients and advise their advisors. You will provide expert guidance on wills, trusts, tax planning, and succession strategies within a regionally aligned team.
The role supports regional training, thought leadership, and business development, with travel 5–20% and remote-capable work. A bachelor’s degree plus CPA/JD/MT/LLM in taxation and FINRA licenses are required.
The Director, Advanced Planning — Estate & Wealth Strategy (Remote) position in the Sales field is open for applications.
We have an opening for a Director, Advanced Planning — Estate & Wealth Strategy (Remote) in Jacksonville, FL, United States within Sales.
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