LOCATION: Oregon JOBS - Fidelity Investments

Estate Planning Specialist - Pacific Northwest Portland, OR

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 theirRead More