Estate Planning Specialist
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About The Position
As an Estate Planning Specialist at Fisher Investments, you will play a vital role in enhancing the client experience by helping them understand their existing estate plans and guiding them towards fulfilling their planning goals. This position is not about providing legal advice; rather, it focuses on educating clients about estate planning concepts and strategies after a thorough evaluation of their documents and assets. Your expertise will be instrumental in identifying any gaps or risks that could hinder clients from achieving their estate planning objectives. By providing valuable insights into available estate planning options and relevant considerations, you will make a significant difference in the lives of our clients. In your day-to-day responsibilities, you will work directly with high-net-worth clients to gather essential estate and trust documentation, as well as other pertinent estate planning information. Collaboration is key in this role, as you will communicate regularly with our Financial Planning team, Investment Counselors, and Tax Managers. Your ability to review a variety of legal documents, including Wills, Trusts, Powers of Attorney, Living Wills, and Buy/Sell Agreements, will enable you to identify and communicate opportunities that can better assist our clients in achieving their goals. Your expertise in estate planning will not only benefit clients but also serve as a resource for internal partners, enhancing the overall service we provide. This position reports to the Estate Planning Team Leader, and your contributions will be essential in fostering a culture of trust and credibility with clients, ensuring they feel supported and informed throughout their estate planning journey.
