Estate Financial Advisor
Company: Fisher Investments
Location: Palm Harbor
Posted on: May 13, 2022
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Job Description:
Are you looking to create a lasting impression in a company with
endless opportunity to grow? 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 tangible next steps in fulfilling their planning goals.
While you will not provide legal advice, you will work directly
with our existing clients to evaluate different documents and
financial accounts. Reporting to the Estate and Trust Manager, you
will identify any gaps or risks that would prevent them from
achieving their goals. At the end of the day you will make a
difference in our clients' lives.
Day-to-Day:
Work directly with our current client base to collect information
and organize records needed for estate and trust documentation
Communicate with our Financial Planning team, Investment Counselors
and Tax Managers
Review a variety of documents (Wills, General Powers of Attorney,
Living Wills, Healthcare Powers of Attorney, Buy/Sell Agreements,
etc.) to identify potential gaps or changes that would better help
our clients achieve their goals
Be the expert on estate and trust topics with clients and internal
partners
Manage daily calls from Investment Counselors and clients
Provide full evaluations on our clients' current trust and estate
situations
Your Qualifications:
5+ years of experience working in the trust/estate planning
field
Experience working on complex estates with an understanding of
trusts
Handle sensitive materials and information
Experience building credibility and trust in a short amount of
time
Experience working with high net worth clients preferred
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the
investment universe. From unmatched service to unique perspectives
on investing, 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 9 paid holidays
8 weeks paid Primary Caregiver Parental Leave
Back-up Child Care Program available, offering up to 10 days
annually
A cumulative learning and development framework customized for
every employee
An award-winning work environment - we're Great Place to Work
Certified, and Top Workplace winners from The Oregonian
We take great pride in our inclusive culture. We value the
different perspectives and unique skills you bring to the team - it
makes us all better. Success at Fisher Investments is motivated by
results, a collaborative mindset and a commitment to accomplishing
great things - so if you are ready to do that, we are ready for
you! Apply today to be a part of a team environment where you make
a difference in the lives of people by bettering the investment
universe.
*California employees accrue up to 17 days of PTO and 3 days of
sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Palm Harbor , Estate Financial Advisor, Accounting, Auditing , Palm Harbor, Florida
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