LOCATION: Scottsdale, AZ JOBS - Fidelity Investments

Estate Planning Specialist - Scottsdale, AZ or Los Angeles, CA Scottsdale, AZ

The Team 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 Read More