The Estate Planning Specialist (EPS) is the primary resource for trust and estate planning guidance and services at Fidelity Investments. The EPS partners with Fidelity's Financial Consultants providing estate planning guidance and education to Fidelity's high net worth (HNW) customers. For example, the EPS, via in-person and phone consultations, will help customers: (1) identify their estate planning goals and objectives (2) better understand their existing estate planning documents and (3) ascertain appropriate next steps. The EPS will also help to develop and support relationships with local estate planning attorneys that clients may choose to work with in developing their plan.The Expertise We're Looking ForCollege DegreeJD, CFP and/or CPA preferred7 to 10 years estate planning and trust law experience, preferably at a law firm, trust company or wealth management firmExpertise in estate planning; family wealth transfer planning, wills/trusts; and trust and estate taxation requiredAbility to achieve interaction goals in an assigned territory with minimal supervision from management.Exceptional emotional intelligence and interpersonal skillsProven strong customer orientation.Ease in working with all levels in the Fidelity organization.FINRA Series 7 and 66 obtained within 90-days of employmentThe 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 HNW customers. You will be responsible to support Investor Centers in the greater Texas area with frequent travel to the investor centers within your assigned territory.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 take initiative and work independentlyYour ability to think strategically and tacticallyYour creative problem resolution skillsYour strong team orientation and ability to function as a team playerYour consistent trend of meeting and exceeding targeted business metricsYour demonstration of strong leadership skills and mentoring, training and serving as resource across Fidelity's many business unitsYour ability to travel to meet the requirements of the roleThe Value You DeliverHelp Fidelity's customers gain a better understanding of their estate planning goals and objectives, empowering them to take appropriate next steps, and ultimately helping them to achieve better outcomes and peace of mind with respect to their wealth transfer goals.Facilitate and deliver seminars for Fidelity's HNW customers, including estate planning, trust planning and related seminarsCoach and train both new and existing Financial Consultants on trust and estate planning concepts, and on consultative selling skills to secure client engagementsCollaborate with Fidelity's Estate Planning and Trust Product Teams to understand changing client needs, products and services necessary to drive future success.Train Financial Consultants on new estate planning and trust products as they are brought to marketCultivate relationships with estate planning attorneys in the territory to support Fidelity's Attorney Access ProgramHow Your Work Impacts the OrganizationThe guidance and education that an EPS provides Fidelity's HNW customers compliments the financial and wealth planning services that Fidelity offers. The EPS's services enhance a customer's relationship with Fidelity by affording HNW customers the opportunity to have deeper and more robust financial and wealth planning experiences at Fidelity.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.Job: Wealth ManagementPrimary Location: US-TX-Houston Highland - Investor CenterOther Locations: US-TX-Southlake - Investor CenterSchedule: Full-timeJob Level: Individual ContributorEducation Level: Bachelor's Degree (±16 years)Job Type: Standard:Overtime Status: ExemptTravel: Yes, 50 % of the TimeHouston Highland, Texas Houston Highland, TX
At Fidelity Investments, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want— from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the10,000 advisors and institutions needing innovative technology solutions to invest their clients’ money. To do this we...ll, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice.