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Financial Advisor Estate Planning
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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.
- 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.
- You will work directly with our high-net-worth clients to gather estate and trust documentation and other relevant estate planning information
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