Estate Planning Specialist – Pacific Northwest

Fidelity

Jobbeschreibung
  Job Description - Estate Planning Specialist - Pacific Northwest (1710971) Job Description  Estate Planning Specialist - Pacific Northwest - 1710971   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 appropriat ...
View More