Director, Advanced Planning — Estate & Wealth Strategy; Remote
Winston-Salem, Forsyth County, North Carolina, 27101, USA
Listed on 2026-10-30
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Finance & Banking
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.
We are currently recruiting a Director, Advanced Planning — Estate & Wealth Strategy (Remote) for our team in Durham, NC, United States.
Join us at Fidelity Investments Inc. as our next Director, Advanced Planning — Estate & Wealth Strategy (Remote) in Durham, NC, United States.
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