Business & FinanceOn site
Director, Advanced Planning
Fidelity InvestmentsLos Angeles, CA
$95,000–186,000/yr
Posted Oct 16, 2026
What you’d do
Client-facing estate planning expert supporting high net worth clients and their advisors on financial and estate planning. Also supports the VP, Advanced Planning Market Lead with advisor training, regional business development and thought leadership. Full time. Found on the employer's careers page on Oct 17, 2026. Apply through the link.
You’ll need
- Bachelor's degree
- CPA, JD, M.T. or LLM in taxation preferred
- 10–12 years overall work experience
- 4 years trusts and estate, income tax or succession planning
- Experience in public accounting, law practice or wealth management
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