Estate Planning Professional

Fisher Investments • Camas, WA

9d • Onsite

About The Position

The Estate Planning Professional is part of Fisher Investments’ Financial Planning Team and works directly with existing high-net-worth clients to help them understand their estate plans and identify next steps toward their planning goals. The role evaluates client documents and assets, explains estate-planning concepts and strategies, identifies gaps or risks, and shares information about available options and relevant considerations. The position does not provide legal advice and reports to the Estate Planning Team Leader.

The professional gathers estate and trust documentation, reviews a variety of estate-planning documents, and communicates findings and opportunities to clients and internal partners. The role also includes daily calls and collaboration with the Financial Planning team, Investment Counselors, and Tax Managers.

Requirements

• At least 5 years of experience working in the trust or estate-planning field.
• Experience working on complex estates and an understanding of trusts.
• Experience handling sensitive materials and information.
• Experience building credibility and trust in a short amount of time.

Responsibilities

• Gather estate and trust documentation and other relevant estate-planning information from high-net-worth clients.
• Communicate with the Financial Planning team, Investment Counselors, and Tax Managers.
• Review Wills, Trusts, Powers of Attorney, Living Wills, Buy/Sell Agreements, and other documents to identify opportunities that could help clients achieve their goals.
• Educate clients and internal partners about estate-planning concepts, strategies, and options without providing legal advice.
• Identify gaps or risks that could prevent clients from achieving their estate-planning goals.
• Manage daily calls with clients and internal partners.

Benefits

• 100% paid medical, dental, and vision premiums for the employee and qualifying dependents.
• 50% 401(k) match, up to the IRS maximum.
• 20 days of paid time off, plus 10 paid holidays.
• Eight weeks of paid primary caregiver leave.
• $10,000 in fertility, family-forming, and hormonal health assistance.
• Back-up child, adult, and elder care.
• Potential eligibility to participate in a hybrid work-from-home program, based on role, tenure, and performance; program is subject to change.
• Discretionary bonus based on firm and individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed