Senior Wealth & Estate Planning Executive; Remote
Bartlesville, Washington County, Oklahoma, 74003, USA
Listed on 2026-10-30
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Finance & Banking
Wealth Management, Portfolio & Asset Management
Fidelity Investments seeks a Vice President, Advanced Planning to serve high net worth clients with comprehensive financial and estate planning. The role employs eMoney and other tools to deliver client solutions, supported by an Advanced Planning Analyst, across a regional area.
Remote work is permissible with residency within commuting distance to an Investor Center in TX, OK, or LA; travel is typically 5–20% of the time as needed to meet clients and advisors.
This posting is for the Senior Wealth & Estate Planning Executive (Remote) role at Fidelity Investments Inc., based in Oklahoma City, OK, United States.
The Senior Wealth & Estate Planning Executive (Remote) position in the Legal, Management & Operations field is open for applications.
We have an opening for a Senior Wealth & Estate Planning Executive (Remote) in Oklahoma City, OK, United States within Legal, Management & Operations.
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