FI
- Employment type
- Full-time · On-site
- Posted
- November 14, 2026
Hiring confidence: Sparse posting · 22/100
This posting is missing most of the signals we look for, or shows patterns common to listings that are not actively being filled. Check with the employer before applying. How this is scored
Job Overview
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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 by an Advanced Planning Analyst, and together as a team, support advanced planning client engagement…
This role is based in Highland Park, Dallas. Fidelity Investments is hiring for this full-time position through Jobily, where you can check how well your resume matches the posting before you apply.
About the Company
FI