Estate Planning Consultant

3 weeks ago


Gresham, Oregon, United States Fisher Investments Full time

Role Overview

We are seeking an experienced Estate Planning Specialist to join our team at Fisher Investments. As an Estate Planning Specialist, you will play a crucial role in helping our high-net-worth clients better understand their existing estate plan and identify next steps in fulfilling their planning goals.

Key Responsibilities

  • Work directly with our clients to gather estate and trust documentation and other relevant estate planning information
  • Communicate with our Financial Planning team, Investment Counselors, and Tax Managers
  • 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
  • Use your expertise in estate planning to educate clients and internal partners
  • Manage daily calls with clients and internal partners

Requirements

  • 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

What We Offer

  • $100,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
  • Eligible for a discretionary bonus based on firm and individual performance

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



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