Upvote
Downvote
Estate Financial Advisor
Share Job
- Suggest Revision
Full-time
- 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.
- 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.
- You will report to the Estate Planning Team Leader.
Active Job
Updated 6 days agoSimilar Job
Relevance
Active