Estate Planning Expert
1 week ago
We are seeking a skilled Estate Planning Specialist to join our Financial Planning Team at Fisher Investments. 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.
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 to ensure seamless collaboration
- Review a variety of documents, including Wills, Trusts, Powers of Attorney, and Living Wills, to identify opportunities that would better help our clients achieve their goals
- Use your expertise in estate planning to educate clients and internal partners, and share your knowledge to drive business growth
- Manage daily calls with clients and internal partners to ensure timely and effective communication
- 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
We take pride in our inclusive culture, learning and development framework, and Great Place to Work Certification. Our employees are our greatest asset, and we invest in them with exceptional benefits, including:
- 100% paid medical, dental, and vision premiums for you and your qualifying dependents
- 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
- $10,000 fertility, hormonal health, and family-forming benefit
Fisher Investments is an equal opportunity employer.
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