Email Alert for
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Carrie Rikon & Associates, LLC.
Tysons, VA, United States
Estate Planning Attorney Tysons Corner, VA 150K-250K Plus Benefits About Us:Join our esteemed law firm, where we are dedicated to providing exceptional legal services and personalized estate planning solutions to our valued clients. We are currently seeking a highly experienced Estate Planning Attorney to join our team at our Tysons Corner, VA o
Job Source: Carrie Rikon & Associates, LLC.BCG Attorney Search
Fairfax, VA, United States
A law firm is seeking an Estate Planning Attorney for their Fairfax, VA, location. Here's a detailed job description: Job Overview: The Estate Planning Attorney will provide comprehensive legal counsel to clients in matters about estate planning, business law, and related areas. They will play a crucial role in drafting legal documents, advising c
Job Source: BCG Attorney SearchCarrie Rikon & Associates, LLC.
Vienna, VA, United States
Estate Planning Attorney Tysons Corner, VA 150K-250K Plus Benefits About Us: Join our esteemed law firm, where we are dedicated to providing exceptional legal services and personalized estate planning solutions to our valued clients. We are currently seeking a highly experienced Estate Planning Attorney to join our team at our Tysons Corner, VA
Job Source: Carrie Rikon & Associates, LLC.BCG Attorney Search
Greenbelt, MD, United States
Job Overview: A law firm in Greenbelt, MD, seeks a dedicated and experienced Estate Planning Associate Attorney to join its team. The ideal candidate will have 2-3 years of substantive experience in tax or estate planning, estate administration, wealth management, probate, wills and trusts, and trust administration for businesses and individuals.
Job Source: BCG Attorney SearchBCG Attorney Search
Rockville, MD, United States
Rockville office of a BCG Attorney Search Top Ranked Law Firm seeks an estate planning associate attorney with 1-3 years of experience drafting estate planning documents, preparing gift and estate tax returns, and administering trusts. The candidate should preferably have experience meeting with clients. An advanced degree such as an LL.M. and/or p
Job Source: BCG Attorney SearchFisher Investments
Arlington
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 Invest
Job Source: Fisher InvestmentsBCG Attorney Search
Rockville, MD, United States
Company name BCG Attorney Search Experience 1-5 yrs required Posted on May 16, 2024 Valid Through Jun 15, 2024 Profile Job Overview: A law firm in Rockville, MD, is seeking an Estate Planning/Administration Associate Attorney with 0-3 years of relevant experience. The ideal candidate must be licensed or eligible to waive in to practice law in Maryl
Job Source: BCG Attorney SearchBCG Attorney Search
Rockville, MD, United States
Company name BCG Attorney Search Experience 4-20 yrs required Posted on Apr 19, 2024 Valid Through May 19, 2024 Profile Rockville office of a BCG Attorney Search Top Ranked Law Firm seeks a senior estate planning associate attorney with 5+ years of experience drafting estate planning documents, preparing gift and estate tax returns, and administeri
Job Source: BCG Attorney SearchArlington
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
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
Email Alert for Estate Planning Specialist jobs in Arlington
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.