Senior VP, Advanced Planning - Remote Estate & Wealth

Fidelity Investments Inc. seeks a Vice President, Advanced Planning to lead sophisticated financial and estate planning engagements for high-net-worth clients. You will guide end-to-end planning with eMoney and other tools, supported by an Advanced Planning Analyst, across a regional footprint.

Travel is 5–20% and the role is remote but requires proximity to an Investor Center or Regional Center in TX, OK or LA. Strong leadership, regulatory licensing, and tax planning experience are essential.