VancouverWARecruiter Since 2001
the smart solution for Vancouver jobs

Estate Financial Advisor WA

Company: Fisher Investments
Location: Vancouver
Posted on: February 7, 2024

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:

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


You will communicate with our Financial Planning team, Investment Counselors and Tax Managers


You 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 goals


You will use your expertise in, and share your knowledge of estate planning for clients and internal partners


You will manage daily calls with clients and internal partners



Your Qualifications:

5+ years of experience working in the trust/estate planning field


Experience working on complex estates with an understanding of trusts


Experience handling sensitive materials and information


Experience building credibility and trust in a short amount of time



Compensation:

$100,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience


Eligible for a discretionary bonus based on firm and individual performance



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:

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 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 care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

By 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

Keywords: Fisher Investments, Vancouver , Estate Financial Advisor WA, Accounting, Auditing , Vancouver, Washington

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest Washington jobs by following @recnetWA on Twitter!

Vancouver RSS job feeds