Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter expert for Fidelity’s high net worth clients and their advisors. The Advanced Planner leads end-to-end financial and estate planning engagements, utilizing eMoney and other planning tools to deliver comprehensive client solutions. In addition, the role is supported… ...

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