Estate Planning Specialist WA
Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? 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 next steps in fulfilling their planning goalsWhile you will not provide legal advice, you will work directly with our existing clients to educate them about estate planning concepts and strategies after evaluating their documents and assetsYou will identify any gaps or risks that would prevent Fisher clients from achieving their goals and provide valuable insight about the available estate planning options and relevant considerations that clients faceAt the end of the day you will make a difference in our clients livesYou will report to the Estate Planning Team Leader.
The Day-to-Day:
You will work directly with our high-net-worth clients to gather estate and trust documentation and other relevant estate planning informationYou will communicate with our Financial Planning team, Investment Counselors and Tax ManagersYou will review a variety of documents (Wills, Trusts, Powers of Attorney, Living Wills, Buy/Sell Agreements, etc.
) to identify and communicate opportunities that would better help our clients achieve their goalsYou will use your expertise in, and share your knowledge of estate planning for clients and internal partnersYou will manage daily calls with clients and internal partnersYour
Qualifications:
5
years of experience working in the trust/estate planning fieldExperience working on complex estates with an understanding of trustsExperience handling sensitive materials and informationExperience building credibility and trust in a short amount of timeCompensation:
$100,000 - $130,000 base salary per year in the state of WANew hires should expect to start at the lower end of the range depending on experienceEligible for a discretionary bonus based on firm and individual performanceWhy Fisher Investments:
We work for a bigger purpose:
bettering the investment universeWe take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work CertificationIt'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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO , plus 10 paid holidays ( 17 days of PTO and 3 days of sick time for California employees)Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYERBy applying, you consent to your information being processed by SonicJobs and transmitted to the Employer.
See Fisher Investments Privacy Policy at https:
//www.
fisherinvestments.
com/en-us/privacy/usa?_ga=2.
135524401.
1257692294.
1706108636-1531835305.
1706108636 and SonicJobs Privacy Policy at https:
//www.
sonicjobs.
com/us/privacy-policy and Terms of Use at https:
//www.
sonicjobs.
com/us/terms-conditions /> Recommended Skills Financial Planning Estate Planning Apply to this job.
Think you're the perfect candidate? Apply on company site $('.
external-apply-email-saved').
on('click', function (event) window.
ExternalApply = window.
open('/interstitial?jobdid=j3w3ms71w76rpc20d0h', 'ExternalApply-j3w3ms71w76rpc20d0h'); ); Estimated Salary: $20 to $28 per hour based on qualifications.
The Opportunity:
As an Estate Planning Specialist, your role is crucial in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goalsWhile you will not provide legal advice, you will work directly with our existing clients to educate them about estate planning concepts and strategies after evaluating their documents and assetsYou will identify any gaps or risks that would prevent Fisher clients from achieving their goals and provide valuable insight about the available estate planning options and relevant considerations that clients faceAt the end of the day you will make a difference in our clients livesYou will report to the Estate Planning Team Leader.
The Day-to-Day:
You will work directly with our high-net-worth clients to gather estate and trust documentation and other relevant estate planning informationYou will communicate with our Financial Planning team, Investment Counselors and Tax ManagersYou will review a variety of documents (Wills, Trusts, Powers of Attorney, Living Wills, Buy/Sell Agreements, etc.
) to identify and communicate opportunities that would better help our clients achieve their goalsYou will use your expertise in, and share your knowledge of estate planning for clients and internal partnersYou will manage daily calls with clients and internal partnersYour
Qualifications:
5
years of experience working in the trust/estate planning fieldExperience working on complex estates with an understanding of trustsExperience handling sensitive materials and informationExperience building credibility and trust in a short amount of timeCompensation:
$100,000 - $130,000 base salary per year in the state of WANew hires should expect to start at the lower end of the range depending on experienceEligible for a discretionary bonus based on firm and individual performanceWhy Fisher Investments:
We work for a bigger purpose:
bettering the investment universeWe take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work CertificationIt'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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO , plus 10 paid holidays ( 17 days of PTO and 3 days of sick time for California employees)Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYERBy applying, you consent to your information being processed by SonicJobs and transmitted to the Employer.
See Fisher Investments Privacy Policy at https:
//www.
fisherinvestments.
com/en-us/privacy/usa?_ga=2.
135524401.
1257692294.
1706108636-1531835305.
1706108636 and SonicJobs Privacy Policy at https:
//www.
sonicjobs.
com/us/privacy-policy and Terms of Use at https:
//www.
sonicjobs.
com/us/terms-conditions /> Recommended Skills Financial Planning Estate Planning Apply to this job.
Think you're the perfect candidate? Apply on company site $('.
external-apply-email-saved').
on('click', function (event) window.
ExternalApply = window.
open('/interstitial?jobdid=j3w3ms71w76rpc20d0h', 'ExternalApply-j3w3ms71w76rpc20d0h'); ); Estimated Salary: $20 to $28 per hour based on qualifications.
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