About this role
VP, Advanced Planning at Fmr. Location: Dallas or Austin or San Antonio or Houston or Westlake. Role: delivering guidance, leading engagements, coaching team Requirements: 13+ years experience with 7+ years in trusts/estate/income tax planning, bachelor’s degree preferred, Series 7 and 66, strong communication and coaching skills, ability to lead regional client engagements. Category: Finance and Accounting Seniority: Senior Level Certifications: series 07, series 66, cpa, jd, mt, llm, cfa, cfp Commitment: Full Time Workplace: Remote Languages: English