Estate Planning Specialist
Fisher Investments•Gresham, OR
461d•$100,000 - $130,000
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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. Your work will directly impact clients' lives by providing clarity and guidance in their estate planning journey.
