Job Summary:
As an Estate Planning Specialist at Fisher Investments, you play a pivotal role in assisting high-net-worth clients in optimizing their estate plans. Your primary responsibility involves evaluating clients' existing estate documents and assets, identifying potential gaps or risks, and providing valuable insights into estate planning strategies without offering legal advice. You will collaborate closely with internal teams to ensure alignment with clients' financial goals and facilitate effective communication channels.
Job Duties and Responsibilities:
• Engage directly with high-net-worth clients to gather estate and trust documentation, along with other pertinent estate planning information.
• Liaise with the Financial Planning team, Investment Counselors, and Tax Managers to ensure comprehensive client support.
• Review various legal documents including Wills, Trusts, Powers of Attorney, and Living Wills to assess opportunities for enhancing clients' estate plans.
• Utilize your expertise in estate planning to educate clients and internal stakeholders on available options and considerations.
• Conduct regular calls with clients and internal partners to address inquiries and provide updates on estate planning matters.
Qualifications and Experience:
• Possess a minimum of 5 years of experience in the trust/estate planning field.
• Demonstrated expertise in handling complex estates with a strong understanding of trusts.
• Proven track record of managing sensitive materials and maintaining confidentiality.
• Ability to establish credibility and build trust with clients and colleagues effectively.
• Excellent communication skills and proficiency in conveying complex estate planning concepts.
Benefits of the Position:
• Comprehensive benefits package including 100% paid medical, dental, and vision premiums for employees and dependents.
• Generous 401(k) match up to the IRS maximum.
• Competitive PTO allowance and paid holidays, with additional benefits for California employees.
• Family support programs such as Paid Primary Caregiver leave, adoption assistance, and backup childcare.
• Additional benefits including fertility, hormonal health, and family-forming assistance.
Salary: Competitive salary commensurate with experience.
About Company: Fisher Investments is committed to making a positive impact in the investment universe. We foster an inclusive culture and prioritize employee development through tailored learning frameworks. Recognized as a Great Place to Work, we offer a supportive environment where employees can thrive personally and professionally. Fisher Investments is an Equal Opportunity Employer.
Location: Town 'N' Country, FL
Posted: Sept. 24, 2024, 11:32 p.m.
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