Overview
The Opportunity:
The Senior Estate Planning Professional works directly with Fisher Investments’ high-net-worth clients to evaluate their existing estate plans, identify structural risks and planning gaps, and provide education and strategic guidance across a broad range of estate planning topics. This role functions as a subject-matter expert, supporting both clients and internal Senior Investment Counselors through assessments, consultations, and ongoing planning education. The role focuses on education, evaluation, strategy development, and internal collaboration.
In addition to client-facing responsibilities, the Senior Estate Planning Professional contributes to internal training initiatives, client education programs, and the development of written materials and planning resources to enhance estate planning knowledge across the organization.
The Day-to-Day:
- Meet with Fisher Investments’ high-net-worth clients, in person and virtually, to educate on estate planning strategies across varied levels of complexity.
- Perform comprehensive evaluations of clients’ existing trust and estate structures
- Review a variety of estate planning documents including, but not limited to:
- Wills
- Trusts
- General Powers of Attorney
- Healthcare Powers of Attorney
- Living Wills
- Buy/Sell Agreements
- Identify potential gaps, structural risks, and optimization opportunities aligned with client goals
- Serve as internal subject-matter expert to Senior Investment Counselors and internal teams
- Respond to estate planning inquiries from clients and internal stakeholders
- Work directly with clients to collect information and organize records needed for estate and trust documentation
- Participate in the creation and implementation of client education programs and training initiatives
- Contribute to written planning materials, client resources, and internal reference tools
- Manage all phases of various projects from envisioning through deployment
- Support internal process improvement initiatives and pilot programs to enhance service delivery and efficiency
- Mentor and support team members through coaching and knowledge-sharing
- Travel when needed to support client meetings and client programs
Your Qualifications:
- Juris Doctorate (J.D.) degree
- Minimum of ten (10) years of experience working in trust/estate planning space.
- Experience working with high-net-worth clients, complex estate structures, and tax mitigation strategies.
- Demonstrates ability to analyze complex estate structures and convey concepts clearly to non-legal audiences
- Exposure to multistate estate planning considerations, trust structures, and tax strategies.
- Advanced qualitative and analytical reasoning skills
- Ability to analyze various situations and develop creative solutions
- Exceptional attention to detail
- Adaptability in a fast-paced, collaborative team environment
- Strong organizational and prioritization capabilities
- Ability to handle sensitive materials and information with discretion
- Proficient in Microsoft Office software
- Willingness to travel as needed and on demand for in-person client engagements.
- Willingness to host in-person client program events.
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
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
