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Fisher Investments
Plano
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 InvestmentsFisher Investments
Dallas
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
Irving, TX, United States
A law firm in Irving, TX, is seeking an experienced Estate Planning Attorney to play a key role in overseeing business growth, managing core practice areas, and handling diverse estate planning matters. The ideal candidate will have expertise in commercial real estate transactions, corporate document drafting, and a strong background in probate cou
Job Source: BCG Attorney SearchLaw Office of Adriane S. Grace, PLLC
Frisco
Job Description Job Description Join the thriving team at Grace Estate Law and become an integral part of our rapidly expanding law firm. Our goal is to empower clients to create lasting legacies with certainty. We are looking to hire an enthusiastic and experienced Attorney who specializes in probate, estate planning, and guardianship. We belie
Job Source: Law Office of Adriane S. Grace, PLLCThe Johnson Firm PC
Richardson, TX, United States
Seeking a warm, friendly, outgoing attorney with 3-5 years of experience in estate planning, probate, trust administration, and asset protection planning. Must be interested in developing trusted client relationships and helping to build and promote the organization. We are a small team prioritizing the highest standards of service for clients. Gre
Job Source: The Johnson Firm PCThe Johnson Firm PC
Richardson, TX, United States
Job Description Job Description Seeking a warm, friendly, outgoing attorney with 3-5 years of experience in estate planning, probate, trust administration, and asset protection planning. Must be interested in developing trusted client relationships and helping to build and promote the organization. We are a small team prioritizing the highest sta
Job Source: The Johnson Firm PCFisher Investments
sunnyvale, tx
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 InvestmentsFisher Investments
Plano
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 InvestmentsGarland
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 Garland
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