Wealth Planning Specialist
Company: Fisher Investments
Location: Seminole
Posted on: May 9, 2022
|
|
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, Largo , Wealth Planning Specialist, Other , Seminole, Florida
Click
here to apply!
|