Estate Planning Professional

Fisher Investments • Tampa, FL

1d • Onsite

About The Position

As an Estate Planning Professional on Fisher Investments’ Financial Planning Team, you will help existing high-net-worth clients understand their estate plans and identify next steps toward their planning goals. You will evaluate client documents and assets, identify gaps or risks, and explain estate planning options and relevant considerations. The role is educational and does not involve providing legal advice. You will report to the Estate Planning Team Leader. This is an in-office role, with possible eligibility for a hybrid work-from-home program based on role, tenure, and performance; the program is subject to change.

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 documents such as Wills, Trusts, Powers of Attorney, Living Wills, and Buy/Sell Agreements to identify and communicate opportunities that could help clients achieve their goals.
• Apply and share estate planning expertise with clients and internal partners.
• Manage daily calls with clients and internal partners.
• Educate clients about estate planning concepts, strategies, available options, and relevant considerations without providing legal advice.
• Identify gaps or risks that could prevent clients from achieving their estate planning goals.

Benefits

• 100% paid medical, dental, and vision premiums for the employee and qualifying dependents.
• A 50% 401(k) match, up to the IRS maximum.
• 20 days of paid time off, plus 10 paid holidays.
• Family Support programs, including 8 weeks of Paid Primary Caregiver Leave, $10,000 in fertility, family-forming, and hormonal health assistance, and backup child, adult, and elder care.
• Learning and development framework customized for each employee.
• Potential eligibility to participate in a hybrid work-from-home program, based on role, tenure, and performance; the program is subject to change.

What This Job Offers

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