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Director, Advanced Planning
Fidelity InvestmentsJacksonville, FL
Posted Oct 22, 2026
What you’d do
Lead Advanced Planning as an estate planning expert supporting high net worth clients and advisors. Provide advisor training, regional business development, and thought leadership in a full-time role. Found on the employer's careers page on Oct 22, 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 planning experience
- Experience in public accounting, law, or wealth management
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