Financial Advisor

1 month ago

Arlington TX, United States Fisher Investments Full time

Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments Financial Planning Team.


The Opportunity:

 

As an Estate Planning Specialist, your role is crucial in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals. While you will not provide legal advice, you will work directly with our existing clients to educate them about estate planning concepts and strategies after evaluating their documents and assets. You will identify any gaps or risks that would prevent Fisher clients from achieving their goals and provide valuable insight about the available estate planning options and relevant considerations that clients face. At the end of the day you will make a difference in our clients’ lives. You will report to the Estate Planning Team Leader.


The Day-to-Day:

  • You will work directly with our high-net-worth clients to gather estate and trust documentation and other relevant estate planning information

  • You will communicate with our Financial Planning team, Investment Counselors and Tax Managers

  • You will review a variety of documents (Wills, Trusts, Powers of Attorney, Living Wills, Buy/Sell Agreements, etc.) to identify and communicate opportunities that would better help our clients achieve their goals

  • You will use your expertise in, and share your knowledge of estate planning for clients and internal partners

  • You will manage daily calls with clients and internal partners

Your Qualifications:

  • 5+ years of experience working in the trust/estate planning field

  • Experience working on complex estates with an understanding of trusts

  • Experience handling sensitive materials and information

  • Experience building credibility and trust in a short amount of time

Why Fisher Investments:

 

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
  • $10,000 fertility, hormonal health and family-forming benefit

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Associate Financial Advisor

    2 weeks ago

    Tyler, TX, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Chief Financial Strategist for Medical Practice

    2 weeks ago

    Arlington Heights, Illinois, United States Creative Financial Staffing Full time

    We are seeking a Chief Financial Strategist to join our team at Creative Financial Staffing. This is an exciting opportunity for a senior financial executive to lead our client's finance department in Central Ohio.About the RoleThis senior-level position will oversee financial reporting, budgeting, and analysis of medical practice and related entities....

  • Investment Counselor

    4 weeks ago

    Arlington, United States Fisher Investments Full time

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor....

  • Financial Advisor

    1 month ago

    Arlington, TX, United States Fisher Investments Full time

    Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments...

  • Investment Counselor

    1 month ago

    Arlington, United States Fisher Investments Full time

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the 'many hats' of a typical Financial Advisor....

  • Financial Management Advisor

    1 day ago

    Arlington, Virginia, United States Lynch Consultants, LLC Full time

    Job Title: Federal Financial Services ExpertWe are seeking a seasoned Financial Management Consultant to join our team for a long-term career opportunity. As a Federal Financial Services Expert, you will work closely with clients to analyze, develop, and implement effective financial strategies and solutions.Key Responsibilities:Provide comprehensive...

  • Investment Counselor

    6 days ago

    ARLINGTON, United States Fisher Investments Full time

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor....

  • Senior Financial Consultant

    1 month ago

    Arlington, TX, United States Fisher Investments Full time

    Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your...

  • Financial Consultant

    1 month ago

    Arlington, TX, United States Fisher Investments Full time

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial...

  • Financial Operations Coordinator

    2 weeks ago

    Arlington, Virginia, United States Texas Trust Credit Union Full time

    Job SummaryThis role is designed to support Financial Advisors in creating efficiency and compliance. It promotes progress towards established goals by leading marketing efforts and managing back-office operations.Support advisor sales activities, executing trade orders, processing paperwork for annuities and life products.Complete mutual fund trade tickets,...

  • Estate Financial Advisor

    1 month ago

    Arlington, United States Fisher Investments Full time

    Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments...

  • Tax Professional with Financial Advisory Expertise

    4 weeks ago

    Arlington, Texas, United States Staff-Up LLC Full time

    Job Opportunity for Tax AdvisorStaff-Up LLC is seeking a Full-Time Tax Advisor for its public accounting firm, focusing on tax, financial advisory, and management services to small and midsize businesses in Arlington, TX.Salary: $65,000-$85,000 per year, depending on experienceKey Responsibilities:Preparation of business and individual tax returnsFinancial...

  • UK Investment Counsellor

    1 month ago

    Arlington, TX, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation...

  • Career Opportunities for Ambitious Financial Professionals

    2 weeks ago

    Arlington Heights, Illinois, United States Catalyst Career Group Full time

    Job SummaryWe are seeking highly motivated and skilled individuals to join our team as Financial Advisors. As a Financial Advisor, you will be responsible for meeting with clients to discuss their financial goals, developing personalized financial plans, and providing education on various financial products and services.

  • Financial Services Specialist

    13 hours ago

    Arlington, Virginia, United States Staff-Up LLC Full time

    Job OverviewWe are seeking a skilled Tax Advisor to join our team at Staff-Up LLC. As a key member of our team, you will be responsible for handling tax compliance and advisory engagements in various industries.About the Position:Assist clients with tax preparation and financial analysisStay current on changes to tax laws and regulationsMaintain accurate...

  • Financial Advisor

    11 hours ago

    Dallas, TX, United States Collabera Full time

    About the Role: We are seeking a Financial Analyst to prepare financial statements, perform monthly balance sheet, income statement, and changes in financial position/budget variance analyses. The ideal candidate will consult and advise senior management on financial and operational issues impacting the strategic financial plans of the organization. ...

  • Financial Advisor

    4 weeks ago

    Arlington, United States Fisher Investments Full time

    Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments...

  • Policy Advisor

    5 days ago

    Arlington, United States Booz Allen Hamilton Full time

    Job Number: R0209259Irregular Warfare Policy AdvisorThe Opportunity:As a defense mission professional, you ask questions others don‘t. You understand the nuances of complex situations. You use your skills to think bigger and push further, solving complex problems. We‘re looking for an expert like you to create solutions for missions that keep our nation...

  • Financial Counselor

    6 days ago

    Arlington, United States Fisher Investments Full time

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor....

  • Financial Consultant

    4 weeks ago

    ARLINGTON, United States Fisher Investments Full time

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor....