Senior Estate Planning Consultant for High-Net-Worth Clients

Fisher Investments; Camas (WA); On-site; USD 90,000 - 135,000; Full time

Benefits offered by this job

Paid health premiums

401(k) match

Paid time off

Family support benefits

Hybrid work option

Job summary

Fisher Investments in Washington state seeks an Estate Planning Professional to educate clients on estate planning concepts after reviewing documents and assets. You will identify gaps and present options while not giving legal advice, reporting to the Estate Planning Team Leader.

You will work with high-net-worth clients, coordinate with the Financial Planning team, Investment Counselors, and Tax Managers, and review wills, trusts, powers of attorney, and other documents to support clients'

Qualifications

• 5+ years of experience working in the trust/estate planning field.
• Experience 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.

Responsibilities

• Gather estate and trust documentation from high-net-worth clients.
• Communicate with Financial Planning, Investment Counselors and Tax Managers.
• Review Wills, Trusts, Powers of Attorney, Living Wills, Buy/Sell Agreements, etc.
• Share expertise in estate planning with clients and internal partners.
• Manage daily calls with clients and internal partners.

Job description

Fisher Investments in Washington state seeks an Estate Planning Professional to educate clients on estate planning concepts after reviewing documents and assets. You will identify gaps and present options while not giving legal advice, reporting to the Estate Planning Team Leader.

You will work with high-net-worth clients, coordinate with the Financial Planning team, Investment Counselors, and Tax Managers, and review wills, trusts, powers of attorney, and other documents to support clients'