Financial Advisor

1 week 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

  • Financial Advisor

    5 days ago

    Austin, TX, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team in Texas.You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we...

  • Associate Financial Advisor

    6 days ago

    Houston, TX, United States Financial Synergies Wealth Advisors Full time

    Company DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...

  • Financial Solutions Advisor

    4 weeks ago

    Arlington Heights, Illinois, United States Bank of America Full time

    Join Our Team as a Financial Solutions AdvisorWe are seeking a highly motivated and customer-focused Financial Solutions Advisor to join our team at Bank of America. As a Financial Solutions Advisor, you will play a critical role in helping our clients achieve their financial goals and live their best financial lives.About the RoleThis is an exciting...

  • Financial Solutions Advisor

    4 weeks ago

    Arlington, Virginia, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.Key Responsibilities:Provide comprehensive financial planning and investment advice to clientsDevelop and implement customized financial plans to meet clients' unique needs and...

  • Associate Financial Advisor

    4 weeks ago

    Austin, 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...

  • Financial Services Representative

    4 weeks ago

    Arlington, Virginia, United States Spieldenner Financial Group Full time

    About Spieldenner Financial GroupWe are a dynamic and growing insurance organization dedicated to providing top-notch services to our clients. Our mission is to empower individuals and families to achieve financial security and peace of mind through our innovative products and expert guidance.Job SummaryWe are seeking a highly motivated and results-driven...

  • Financial Solutions Advisor

    4 weeks ago

    Arlington, Virginia, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.This role is responsible for providing comprehensive financial planning and investment advice to clients, helping them navigate complex financial decisions and achieve their...

  • Financial Solutions Advisor

    4 weeks ago

    Arlington, Virginia, United States Bank of America Full time

    Job SummaryAs a Financial Solutions Advisor at Bank of America, you will play a critical role in helping clients achieve their financial goals. Your expertise in financial planning and investment advice will enable you to provide customized solutions to clients, helping them navigate complex financial decisions.Key ResponsibilitiesTriage client leads and...

  • Financial Solutions Advisor Registration Candidate

    4 weeks ago

    Arlington, Virginia, United States Bank of America Full time

    Job Title:Financial Solutions Advisor Registration CandidateJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our team is dedicated to providing exceptional service and support to our clients, and we are seeking a highly motivated and detail-oriented Financial...

  • Financial Solutions Advisor Registration Candidate

    4 weeks ago

    Arlington, Massachusetts, United States Bank of America Full time

    Job Description:At Bank of America, we are committed to helping our clients achieve their financial goals through the power of every connection. As a Financial Solutions Advisor Registration Candidate, you will play a critical role in providing end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial...

  • Financial Solutions Advisor Registration Candidate

    3 weeks ago

    Arlington, Virginia, United States Bank of America Full time

    Job Description:The Financial Solutions Advisor Stage I - Registration Candidate is a critical role at Bank of America, responsible for acquiring the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I.Key Responsibilities:Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve...

  • Associate Financial Advisor

    2 months ago

    Pleasanton, 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...

  • Financial Advisor

    4 days ago

    League City, TX, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Galveston, League City, and Houston TX areas.Job SummaryUnder direct supervision, the individual in this position is expected to provide members, non-members, and UFCU employees with financial and retirement...

  • Associate Financial Advisor

    4 weeks ago

    Austin, 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...

  • Financial Advisor

    7 days ago

    Longview, TX, United States Magellan Financial & Insurance Services, Inc. Full time

    Ready to Finally Find the Right Fit as a Financial Advisor?Imagine joining a team where you don’t have to worry about finding new clients—where they’re lined up, ready to meet with you, eager to learn how you can help them secure a comfortable, worry-free retirement, while ALSO building out your OWN book of business! Integrity Financial, an independent...

  • Associate Financial Advisor

    4 weeks ago

    Austin, 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...

  • 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...

  • Associate Financial Advisor

    4 weeks ago

    Marble Falls, Burnet County, 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...

  • Associate Financial Advisor

    3 weeks ago

    Marble Falls, Burnet County, 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...

  • Associate Financial Advisor

    2 weeks ago

    Marble Falls, 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...