Estate Planning Professional

Fisher Investments; Plano (TX); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

100% paid medical, dental and vision

401(k) with 50% match up to IRS max

20 days of PTO + 10 paid holidays

Family support programs including Paid

8 week Paid Primary Caregiver Leave

Fertility and family forming support

Job summary

Fisher Investments is seeking an Estate Planning Professional to educate clients on estate planning concepts and identify next steps after evaluating their documents and assets.

You will work directly with high-net-worth clients, review wills and trusts, and collaborate with planning, counsel and tax teams to address gaps and opportunities. This is an in-office role with potential for hybrid work depending on tenure and performance.

Qualifications

• 5+ years of experience in the trust/estate planning field.
• Experience handling sensitive materials and information.
• Experience building credibility and trust with clients and internal partners.

Responsibilities

• Gather estate and trust documentation from high-net-worth clients.
• Communicate with the Financial Planning team, Investment Counselors and Tax Managers.
• Review Wills, Trusts, Powers of Attorney and related documents to identify opportunities for clients.
• Share estate planning knowledge with clients and internal partners.
• Manage daily calls with clients and internal partners.

Skills

Estate planning knowledge

Trusts experience

Client education

Communication with teams

Handling sensitive information

Job description

Overview

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 Professional, 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

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, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER