Estate Planning Consultant

7 days ago


Clearwater FL USA, United States Fisher Investments Full time
Unlock Your Potential as an Estate Planning Specialist

Are you passionate about helping others achieve their financial goals? Do you enjoy evaluating complex information and providing expert guidance? If you have experience in the trust and estate planning space, we invite you to join our team at Fisher Investments.

The Opportunity

As an Estate Planning Specialist, you will play a critical 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, and provide valuable insight about the available options and relevant considerations that clients face.

Key Responsibilities
  • Work directly with high-net-worth clients to gather estate and trust documentation and other relevant information
  • Communicate with our Financial Planning team, Investment Counselors, and Tax Managers
  • Review a variety of documents 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
What We Offer

We take great pride in our inclusive culture, our learning and development framework, and our Great Place to Work Certification. We invest in our employees by offering exceptional benefits, including:

  • 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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