Estate Planning Specialist

Fisher Investments

4.1

(21)

Camas, WA

Why you should apply for a job to Fisher Investments:

  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.
  • #2024-14393

    Position summary

    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

    • $10,000 fertility, hormonal health and family-forming benefit

    FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

    Why you should apply for a job to Fisher Investments:

  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.