Estate Planning Specialist

6 days ago


Portland, Oregon, United States Fisher Investments Full time
The Opportunity

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

Key Responsibilities
  • Work directly with high-net-worth 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, Living Wills, and Buy/Sell Agreements, 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, sharing your knowledge to drive informed decision-making.
  • Manage daily calls with clients and internal partners, providing exceptional service and support.
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, with opportunities for discretionary bonuses based on firm and individual performance.
  • A comprehensive benefits package, including 100% paid medical, dental, and vision premiums for you and your qualifying dependents, a 50% 401(k) match, and 20 days of PTO, plus 10 paid holidays.
  • A supportive and inclusive work environment, with opportunities for growth and development.


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