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Fisher 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 InvestmentsCardinal Health
Washington
**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provi
Job Source: Cardinal HealthCardinal Health
Washington
**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provi
Job Source: Cardinal HealthCarrie 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.Fisher 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 InvestmentsCarrie Rikon & Associates, LLC.
Vienna, VA, United States
Job Description Job Description 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
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 SearchPence Financial Group
Alexandria, VA, United States
Pence Financial Group is a firm dedicated to providing quality comprehensive financial management to individual investors. Because of this, we offer our clients a much broader and more sophisticated range of integrated strategies. As a Firm, the Pence family of companies is the recipient of numerous industry awards and recognition. Success thus far
Job Source: Pence Financial GroupArlington
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 Financial Advisor – Estate Planning jobs in Arlington
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