Wealth Management Estate Planner

2 weeks ago

Tampa, Florida, United States Fisher Investments Full time
Position Overview

Are you skilled at analyzing intricate information and guiding others to clarity? Do you have a strong commitment to enhancing client experiences through your expertise? If you possess a background as an attorney, estate planner, law clerk, or legal assistant in the estate and trust planning sector, you have the opportunity to make a significant impact by becoming a part of the Fisher Investments Financial Planning Team.

Role Highlights:

As a Wealth Management Estate Planner, your contributions are vital in assisting clients to comprehend their current estate arrangements and outline the necessary steps to achieve their planning objectives. Although you will not dispense legal counsel, your direct engagement with clients will focus on educating them about estate planning principles and strategies after reviewing their documentation and assets. You will pinpoint any deficiencies or risks that may hinder Fisher clients from reaching their aspirations and offer insightful guidance on the estate planning alternatives and pertinent considerations they encounter. Ultimately, your efforts will enhance the lives of our clients. You will report to the Estate Planning Team Leader.

Daily Responsibilities:

  • Collaborate with high-net-worth clients to collect estate and trust documentation along with other pertinent estate planning details.
  • Liaise with our Financial Planning team, Investment Counselors, and Tax Managers.
  • Assess a variety of documents (Wills, Trusts, Powers of Attorney, Living Wills, Buy/Sell Agreements, etc.) to identify and relay opportunities that will better assist clients in achieving their goals.
  • Leverage your expertise and share your knowledge of estate planning with clients and internal stakeholders.
  • Manage routine communications with clients and internal partners.

Candidate Qualifications:

  • Over 5 years of experience in the trust and estate planning domain.
  • Proficiency in managing complex estates with a solid understanding of trusts.
  • Experience in handling sensitive materials and confidential information.
  • Ability to establish credibility and trust swiftly.

Why Choose Fisher Investments:

We are driven by a larger mission: to enhance the investment landscape. We take pride in our inclusive culture, our tailored learning and development programs for every employee, and our recognition as a Great Place to Work. Our people are the cornerstone of the Fisher mission, and we invest in them by providing outstanding benefits such as:

  • Comprehensive coverage for medical, dental, and vision premiums for you and your eligible dependents.
  • A 50% match on 401(k) contributions, up to the IRS limit.
  • 20 days of paid time off, in addition to 10 paid holidays.
  • Family support initiatives including 8 weeks of paid primary caregiver leave, adoption assistance, and backup childcare.
  • $10,000 in benefits for fertility, hormonal health, and family planning.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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