Estate Financial Advisor

Fisher Investments • Crowley, TX

408d

About The Position

As an Estate Planning Specialist at Fisher Investments, you will play a vital role in assisting high-net-worth clients in understanding their estate plans and identifying steps to achieve their planning goals. While you will not provide legal advice, your expertise will help clients navigate estate planning concepts and strategies, ensuring they are informed about their options and any potential risks in their current plans.

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.
• Ability to build credibility and trust quickly.

Responsibilities

• Work directly with high-net-worth clients to gather estate and trust documentation and relevant estate planning information.
• Communicate with the Financial Planning team, Investment Counselors, and Tax Managers.
• Review various documents (Wills, Trusts, Powers of Attorney, Living Wills, Buy/Sell Agreements, etc.) to identify opportunities for clients.
• Share knowledge of estate planning with clients and internal partners.
• Manage daily calls with clients and internal partners.

Benefits

• 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, and back-up child, adult, and elder care.
• $10,000 fertility, hormonal health and family-forming benefit.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: No Education Listed