Expert Estate Planner for High-Net-Worth Clients

2 weeks ago

Clearwater, United States Fisher Investments Full time

We are seeking a seasoned Estate Planning Specialist to join our team at Fisher Investments. In this pivotal role, you will play a crucial part in helping our clients navigate the complexities of estate planning and achieve their long-term goals.

The Opportunity:

This is an exceptional chance for experienced professionals to utilize their expertise and passion for estate planning to make a meaningful impact on the lives of our high-net-worth clients. As an Estate Planning Specialist, you will work closely with our clients to understand their current estate plans and identify areas for improvement, providing expert guidance and strategic recommendations to ensure they are well-equipped to meet their objectives.

With over 5 years of experience working in the trust/estate planning field, you possess a deep understanding of complex estates and trusts. Your ability to communicate effectively and build trust with clients and internal partners is invaluable to our team's success.

Your Key Responsibilities:
  • Gather and review estate and trust documentation, identifying opportunities to enhance client outcomes
  • Collaborate with Financial Planning, Investment Counselors, and Tax Managers to deliver comprehensive solutions
  • Develop and implement customized estate plans that cater to the unique needs and goals of each client
  • Manage daily calls with clients and internal partners, ensuring seamless communication and exceptional service
About the Role:

We offer a competitive salary range of $95,000 - $115,000 per year, depending on experience, as well as an exceptional benefits package that includes:

  • 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
  • Fertility, hormonal health, and family-forming benefits

At Fisher Investments, we prioritize investing in our employees' growth and well-being, fostering a culture of inclusivity and collaboration. If you're passionate about estate planning and committed to delivering exceptional results, we encourage you to apply for this exciting opportunity.

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