F.B.S
Fidelity Brokerage Services is a leading financial services firm dedicated to providing comprehensive financial and estate planning support to high net worth clients and their advisors. As part of Fidelity Investments, the company emphasizes a client-first approach, leveraging advanced planning expertise to tailor solutions that meet unique financial goals and family dynamics. With a commitment to diversity and inclusion, Fidelity fosters a collaborative work environment that values the unique perspectives of its associates. The firm operates under a hybrid working model, blending onsite and remote work to enhance both business strategy and workplace culture. Fidelity is an equal opportunity employer, dedicated to making financial expertise accessible and effective for all.
F.B.S
Fidelity Brokerage Services
The Director, Advanced Planning is responsible for providing estate and financial planning support to high net worth clients at Fidelity.
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