Financial Advisor --- Estate Planning
Company: Fisher Investments
Location: Gresham
Posted on: October 26, 2024
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Job Description:
Do you enjoy evaluating complex information and helping others
understand? Are you passionate about applying your knowledge to
provide the best client experience? If you have experience as an
attorney, estate planner, law clerk or legal assistant in the
estate and trust planning space, you can start building your legacy
by joining the Fisher Investments Financial Planning Team. The
Opportunity: As an Estate Planning Specialist, your role is crucial
in helping our clients better understand their existing estate plan
and identify next steps in fulfilling their planning goals. While
you will not provide legal advice, you will work directly with our
existing clients to educate them about estate planning concepts and
strategies after evaluating their documents and assets. You will
identify any gaps or risks that would prevent Fisher clients from
achieving their goals and provide valuable insight about the
available estate planning options and relevant considerations that
clients face. At the end of the day you will make a difference in
our clients--- lives. You will report to the Estate Planning Team
Leader. The Day-to-Day: You will work directly with our
high-net-worth clients to gather estate and trust documentation and
other relevant estate planning information You will communicate
with our Financial Planning team, Investment Counselors and Tax
Managers You will review a variety of documents (Wills, Trusts,
Powers of Attorney, Living Wills, Buy/Sell Agreements, etc.) to
identify and communicate opportunities that would better help our
clients achieve their goals You will use your expertise in, and
share your knowledge of estate planning for clients and internal
partners You will manage daily calls with clients and internal
partners Your Qualifications: 5 years of experience working in the
trust/estate planning field Experience working on complex estates
with an understanding of trusts Experience handling sensitive
materials and information Experience building credibility and trust
in a short amount of time Compensation: $100,000 - $130,000 base
salary per year in the state of WA. New hires should expect to
start at the lower end of the range depending on experience
Eligible for a discretionary bonus based on firm and individual
performance Why Fisher Investments: We work for a bigger purpose:
bettering the investment universe. We take great pride in our
inclusive culture, our learning and development framework
customized for every employee, and our Great Place to Work
Certification. It's the people that make the Fisher purpose
possible, and we invest in them by offering exceptional benefits
like: 100% paid medical, dental and vision premiums for you and
your qualifying dependents A 50% 401(k) match, up to the IRS
maximum 20 days of PTO, plus 10 paid holidays Family Support
programs including 8 week Paid Primary Caregiver Leave, fertility,
family forming, and hormonal health assistance and back-up child,
adult, and elder care $10,000 fertility, hormonal health and
family-forming benefit FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY
EMPLOYER
Keywords: Fisher Investments, Gresham , Financial Advisor --- Estate Planning, Accounting, Auditing , Gresham, Oregon
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