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Estate Planning

Estate planning is for every spouse, parent, grandparent, business owner, or person who takes responsibility for their own well-being and for the well-being of those they love. It is for anyone who seeks to make a difference in the lives of others after they are gone.

Estate planning is life planning and an essential and rewarding process for individuals and families who engage in it.

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Estate planning process that begins with learning about your values and your family is unique dynamics. Together we develop a plan that protects you and your family and evolves to fulfil your needs over time. Creating sophisticated legal documents is only part of our estate and tax planning service in Texas; we build lasting relationships with your family and commit to serving multiple generations.

Do I Need an Estate Plan?

Yes, you do. Whether you are planning for retirement or starting your career fresh out of college, everyone should have a plan for the future. Estate plans can account for more than just where your assets go after you die. Your estate plan can cover:

A medical power of attorney

The assets you have accumulated including digital assets

Preventing your student loans from being transferred to your spouse or family

A health care directive

Guardianship over children or dependents, Guardianship over pets

TWills

Trusts

You can discover all of your options with an estate planning attorney to guide you. You may not be ready to draft a medical directive, or you may not know who to appoint as a trustee or executor. Our experienced attorney can help you make the most informed decisions moving forward with estate and tax planning in Texas, US.

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Fidelity - Estate Planning Specialist - Houston /Dallas - 1704748

Estate Planning Specialist - Houston /Dallas - 1704748

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 For

College Degree

JD, CFP and/or CPA preferred

7 to 10 years estate planning and trust law experience, preferably at a law firm, trust company or wealth management firm

Expertise in estate planning; family wealth transfer planning, wills/trusts; and trust and estate taxation required

Ability to achieve interaction goals in an assigned territory with minimal supervision from management.

Exceptional emotional intelligence and interpersonal skills

Proven strong customer orientation.

Ease in working with all levels in the Fidelity organization.

FINRA Series 7 and 66 obtained within 90-days of employment

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 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. 

CLICK HERE TO APPLY

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 take initiative and work independently

Your ability to think strategically and tactically

Your creative problem resolution skills

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

Your consistent trend of meeting and exceeding targeted business metrics

Your demonstration of strong leadership skills and mentoring, training and serving as resource across Fidelity's many business units

Your ability to travel to meet the requirements of the role

  The Value

You Deliver

Help 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 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, products and services necessary to drive future success.

Train Financial Consultants on new estate planning and trust products as they are brought to market

Cultivate relationships with estate planning attorneys in the territory to support Fidelity’s Attorney Access Program

How Your Work Impacts

the Organization The 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 Overview

At 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.com

Fidelity Investments is an equal opportunity employer.

Job

:  Wealth Management

Primary Location

:  US-TX-Houston Highland - Investor Center

Other Locations

:  US-TX-Southlake - Investor Center

Schedule

:  Full-time

Job Level

:  Individual Contributor

Education Level

:  Bachelor's Degree (±16 years)

Job Type

:  Standard:  

Overtime Status

:  Exempt

Travel

:  Yes, 50 % of the Time