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Estate Financial Advisor

Fisher Investments
Posted 2 days ago, valid for a year
Location

Gresham, OR 97030, US

Salary

$100,000 - $130,000 per annum

Contract type

Full Time

Paid Time Off

By applying, a Fisher Investments account will be created for you. Fisher Investments's Privacy Policy will apply.

Sonic Summary

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  • The Estate Planning Specialist role at Fisher Investments requires 5+ years of experience in the trust and estate planning field.
  • In this position, you will assist high-net-worth clients in understanding their estate plans and identifying next steps for achieving their goals.
  • You will evaluate client documents and assets, providing insights on estate planning options without offering legal advice.
  • The base salary for this position ranges from $100,000 to $130,000 per year, depending on experience, with the potential for a discretionary bonus.
  • Fisher Investments offers a supportive culture, exceptional benefits, and a commitment to professional development.

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





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By applying, a Fisher Investments account will be created for you. Fisher Investments's Privacy Policy will apply.