Estate Planning Expert

3 weeks ago

Portland, Oregon, United States Fisher Investments Full time
{"The Opportunity": "As an Estate Planning Specialist at Fisher Investments, 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. You will work directly with our clients to educate them about estate planning concepts and strategies after evaluating their documents and assets. Your expertise will help identify any gaps or risks that would prevent our clients from achieving their goals and provide valuable insight about the available estate planning options and relevant considerations that clients face.", "The Day-to-Day": "
  • You will work directly with our 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
", "Compensation": "
  • $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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