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Remote-Ready Director, Advanced Planning & Wealth Strategy

Fidelity Investments, Merrimack, NH, United States


A leading financial services firm is looking for a Director, Advanced Planning to act as an estate planning subject matter expert for high net worth clients. This hybrid position requires strong communication skills, emotional intelligence, and a deep understanding of estate planning and taxation. You will provide mentorship and support to advisors while developing business opportunities in a collaborative team environment. Ideal candidates will have at least 10 years of relevant experience and appropriate certifications. #J-18808-Ljbffr