Estate Planning Specialist - Pacific Northwest

Seattle , WA
January 26 2018

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 For

  • College Degree
  • JD, CFP and/or MBA preferred
  • 7 to 10 years estate planning and trust law experience, preferably at a law firm, trust company or wealth management firm
  • Working 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 organization
  • FINRA Series 7 and 66 obtained within 3-6 months of employment
  • Expertise in estate planning; family wealth transfer planning; wills/trusts; trust and estate taxation; retirement planning; and financial services

The Purpose of Your Role

As 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 Bring 

  • Your strong organizational skills and attention to detail

  • Your excellent customer service and communication skills, both verbal and written

  • Your strong presentation skills and ability to relay complex information understandably

  • Your ability to adapt easily to a constantly changing environment, juggle multiple tasks and prioritize work to maintain efficiency

  • Your ability to think strategically and tactically

  • Demonstrated creative problem resolution

  • Your ability to take initiative and work independently

  • Your strong team orientation and ability to function as a team player

  • Your consistent trend of meeting and exceeding all sales business metrics

  • Your demonstration of strong leadership skills and mentoring, training and serving as resource to field representatives and other distribution personnel

The Value You Deliver 

  • Meet 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 market

  • Engage 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.

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