Director, Advanced Planning — Estate & Wealth Strategy; Remote
Hialeah, Miami-Dade County, Florida, 33002, USA
Listed on 2026-11-05
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Finance & Banking
Wealth Management, Portfolio & Asset 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 seeking a motivated Director, Advanced Planning — Estate & Wealth Strategy (Remote) to join Fidelity Investments Inc. in Jacksonville, FL, United States.
Step into the Director, Advanced Planning — Estate & Wealth Strategy (Remote) role at Fidelity Investments Inc. in Jacksonville, FL, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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