Financial Advisor - Estate Planning
Fisher Investments•Vancouver, WA
394d•$100,000 - $135,000
This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
About The Position
As an Estate Planning Specialist at Fisher Investments, you will play a vital role in assisting high-net-worth clients with their estate planning needs. Your primary responsibility will be to educate clients about their existing estate plans, identify gaps or risks, and provide insights into available estate planning options. While you will not provide legal advice, your expertise will help clients understand complex estate planning concepts and strategies, ultimately making a significant impact on their lives.
