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Financial Consultant Wealth Management

Senior VP, Advanced Planning - Remote Wealth Strategy

Remote / Online - Candidates ideally in
Dallas, Dallas County, Texas, 75215, USA
Listing for: Fidelity Investments
Remote/Work from Home position
Listed on 2026-03-08
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Vice President for Advanced Planning in Dallas, Texas. This client-facing position specializes in financial and estate planning for high net worth clients. The ideal candidate should have extensive experience in trusts, estate planning, and tax knowledge alongside a related degree and certifications. The role offers a hybrid work setup, requiring some days onsite, and involves substantial collaboration within the Advanced Planning team to tailor financial plans to client needs, ensuring exceptional experiences.
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Position Requirements
10+ Years work experience
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