Fmr
Washington or Durham or Charlotte or Richmond
Director, Advanced Planning
Job details
- Location
- Washington or Durham or Charlotte or Richmond
- Work type
- Remote
- Compensation
- $95,000 - $186,000/yr
- Posted
- 4 weeks ago
- Apply on
- fmr.wd1.myworkdayjobs.com
About this role
10-12 years in trusts/estate or related planning; FINRA Series 7 and 66 within 90 days; CPA/JD/LLM preferred; strong client-facing and leadership skills; travel 5-20%.
What you'll do at Fmr:
- lead planning
- advise clients
- travel required
Apply to this Director, Advanced Planning role at Fmr with a tailored resume on ApplyBolt.