Head of Advanced Planning High-Net-Worth Clients
Job in
Nashville, Davidson County, Tennessee, 37247, USA
Listed on 2026-02-05
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-02-05
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking a Vice President of Advanced Planning to provide financial and estate planning expertise to high net worth clients. This client-facing role requires deep knowledge in estate planning, taxation, and financial strategies. The successful candidate will work collaboratively with Fidelity’s advisors and clients, primarily using remote technology but with some in-person engagements. The role demands strong emotional intelligence and the ability to drive client relationships.
It involves hybrid work, requiring occasional onsite presence in Nashville or other regional centers.
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