Are you passionate about helping clients understand their estate planning options and achieve their goals? Join our team as an Estate Planning Advisor and make a difference in our clients' lives. You will work directly with high-net-worth clients, review estate planning documents, and provide valuable insights and recommendations. If you have 5+ years of experience in the trust/estate planning field and enjoy working in a collaborative environment, we want to hear from you.
Responsibilities:
• Gather estate and trust documentation and relevant information from clients
• Review and analyze a variety of estate planning documents
• Provide recommendations to clients regarding estate planning options
• Communicate with internal teams including financial planning, investment counselors, and tax managers
• Handle daily calls with clients and internal partners
Requirements:
• 5+ years of experience in the trust/estate planning field
• Strong understanding of trusts and complex estates
• Ability to build credibility and trust with clients
• Experience handling sensitive materials and information
Benefits:
• $100,000 - $130,000 base salary per year
• Discretionary bonus based on firm and individual performance
• Comprehensive medical, dental, and vision coverage
• 401(k) match and generous PTO
• Family Support programs including Paid Primary Caregiver Leave and fertility assistance
Fisher Investments is an equal opportunity employer.
Location: Camas, WA
Posted: Oct. 25, 2024, 6:47 p.m.
Apply Now Company Website