Estate Planning Specialist
Company: Fisher Investments
Location: Plano
Posted on: October 18, 2024
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Job Description:
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 goals. While 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 assets. You 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 face. At the end of the day you will make a difference in
our clients' lives. You will report to the Estate Planning Team
Leader.
The Day-to-Day:
Your Qualifications:
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We
take great pride in our inclusive culture, our learning and
development framework customized for every employee, and our Great
Place to Work Certification. It's the people that make the Fisher
purpose possible, and we invest in them by offering exceptional
benefits like:
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Arlington , Estate Planning Specialist, Other , Plano, Texas
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