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Financial Advisor – Estate Planning - job 1 of 2

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 partnersYour 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 timeWhy 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 benefitFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Fisher Investments Glassdoor Company Review

3.9

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CEO of Fisher Investments

Damian Ornani

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Average salary estimate

$100000 / YEARLY (est.)

min

max

$80000K

$120000K

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What You Should Know About Financial Advisor – Estate Planning, Fisher Investments

If you're ready to take your expertise to the next level, the Financial Advisor – Estate Planning position with Fisher Investments in Clearwater, FL, could be your perfect match! Do you revel in diving into complex information and helping clients navigate their financial future? Then you're in for a treat! As an Estate Planning Specialist, you won't just help high-net-worth clients understand their existing estate plans; you'll play a vital role in shaping their financial legacies. With your background as an attorney, estate planner, or legal assistant, you'll engage directly with clients, reviewing important documents like Wills and Trusts to unearth opportunities that align with their goals. Your insights and guidance will empower clients to make informed decisions, bridging any gaps and mitigating risks in their plans. Collaborating with our dedicated team, including Financial Planners and Tax Managers, you’ll ensure our clients receive a holistic approach to their estate planning needs. Plus, at Fisher Investments, we believe in investing in our people, offering extensive benefits, support programs, and a culture that fosters personal and professional growth. So, if you're passionate about making a real difference in clients' lives while developing your career within a supportive environment, this role is your chance to leave a lasting impact. Join us and help reshape the investment landscape today!

Frequently Asked Questions (FAQs) for Financial Advisor – Estate Planning Role at Fisher Investments

What are the primary responsibilities of a Financial Advisor – Estate Planning at Fisher Investments?

As a Financial Advisor – Estate Planning at Fisher Investments, your main responsibilities include reviewing estate and trust documentation provided by clients, assessing their existing plans, and identifying any gaps or risks. Additionally, you'll communicate strategies and options available to clients while collaborating with other teams within the company to ensure a comprehensive approach to their estate planning.