Director, Advanced Planning — Remote Estate & Wealth Leader
Buckeye, Maricopa County, Arizona, 85326, USA
Listed on 2026-11-05
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Finance & Banking
Wealth Management, Portfolio & Asset Management
Fidelity Investments Inc. is seeking a Director of Advanced Planning to lead client-facing estate planning efforts for high-net-worth clients and their advisors. The role supports a regionally aligned team, provides comprehensive financial planning, and contributes to advisor training and business development.
Travel ranges 5–20% and residency near an Investor Center in AZ, NV, or UT is required. The position emphasizes collaboration with the Advanced Planning Leadership Development team, remote
We are looking to fill the Director, Advanced Planning — Remote Estate & Wealth Leader position at Fidelity Investments Inc. in Phoenix, AZ, United States.
Join Fidelity Investments Inc. and contribute to our ongoing work.
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This posting is for the Director, Advanced Planning — Remote Estate & Wealth Leader role at Fidelity Investments Inc., based in Phoenix, AZ, United States.
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