Director, Advanced Planning
Fidelity InvestmentsUnited States only
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Fidelity will not provide immigration sponsorship for this position.
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
This client-facing position leads Advanced Planning and serves as an estate planning expert. It supports Fidelity’s high net worth clients and their advisors. The role is part of a regionally aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership.