Estate Planning Specialist
Company: Fisher Investments
Location: Gresham
Posted on: September 28, 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:
Keywords: Fisher Investments, Gresham , Estate Planning Specialist, Other , Gresham, Oregon
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