Estate Planning Specialist - Pacific Northwest
As an Estate Planning Specialist (EPS), you are the primary resource for trust and estate planning services at Fidelity Investments. As a member of a national team, you will partner with Fidelity Financial Consultants to lead estate planning discussions with Fidelity s High Net Worth customers. You will assist Financial Consultants and their customers by helping the customer to: (1) identify their estate planning goals and objectives (2) better understand their existing estate planning documents and (3) ascertain appropriate next steps.The Expertise We re Looking ForCollege DegreeJD, CFP and/or MBA preferred7 to 10 years estate planning and trust law experience, preferably at a law firm, trust company or wealth management firmWorking knowledge of personal and trust taxation, investments, trust and estate law, estate planning, retirement planning, and other financial services required.Ability to achieve interaction goals in an assigned territory with minimal supervision from management.Proven strong customer orientation.Ease in working with all levels in the Fidelity organizationFINRA Series 7 and 66 obtained within 3-6 months of employmentExpertise in estate planning; family wealth transfer planning; wills/trusts; trust and estate taxation; retirement planning; and financial servicesThe Purpose of Your RoleAs a subject matter expert in the areas of Estate Planning, Family Wealth Transfer Planning and Legacy Planning, you are the main contact for estate planning discussions with Fidelity s Personal Investing and Workplace Investing customers. You will cover a territory and will be responsible to support Investor Centers and Financial Consultants in Washington, Oregon and Northern California (East Bay). You will travel to these investor centers regularly, approximately 3 times per week.The Skills You BringYour strong organizational skills and attention to detailYour excellent customer service and communication skills, both verbal and writtenYour strong presentation skills and ability to relay complex information understandablyYour ability to adapt easily to a constantly changing environment, juggle multiple tasks and prioritize work to maintain efficiencyYour ability to think strategically and tacticallyDemonstrated creative problem resolutionYour ability to take initiative and work independentlyYour strong team orientation and ability to function as a team playerYour consistent trend of meeting and exceeding all sales business metricsYour demonstration of strong leadership skills and mentoring, training and serving as resource to field representatives and other distribution personnelThe Value You DeliverMeet with Fidelity customers and their Financial Consultant to discuss their estate planning goals and objectives, and review a customer s current estate planning situation.Work with Financial Consultants to identify opportunities within the FC s book of business for both estate planning and personal trust opportunities.Facilitate and deliver seminars for Fidelity s HNW customers, including estate planning, trust planning and related seminars.Coach and train both new and existing Financial Consultants on trust and estate planning concepts, and on consultative selling skills to secure client engagements.Collaborate with Fidelity s Estate Planning and Trust Product Teams to understand changing client needs and products and services necessary to drive future success.Train Financial Consultants on new estate planning and trust products as they are brought to marketEngage Investor Centers and supporting groups in their regions providing ongoing reporting of progress and collaborate to maximize efficient and effective use of resources.Cultivate relationships with estate planning attorneys to expand Fidelity s Attorney Access Program.Company OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.