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 structuresReview a variety of estate planning documents including, but not limited to:WillsTrustsGeneral Powers of AttorneyHealthcare Powers of AttorneyLiving WillsBuy/Sell AgreementsIdentify potential gaps, structural risks, and optimization opportunities aligned with client goals Serve as internal subject-matter expert to Senior Investment Counselors and internal teamsRespond to estate planning inquiries from clients and internal stakeholdersWork directly with clients to collect information and organize records needed for estate and trust documentationParticipate in the creation and implementation of client education programs and training initiativesContribute to written planning materials, client resources, and internal reference toolsManage all phases of various projects from envisioning through deploymentSupport internal process improvement initiatives and pilot programs to enhance service delivery and efficiencyMentor and support team members through coaching and knowledge-sharingTravel when needed to support client meetings and client programs
Your Qualifications:
Juris Doctorate (J.D.) degreeMinimum 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 audiencesExposure to multistate estate planning considerations, trust structures, and tax strategies.Advanced qualitative and analytical reasoning skillsAbility to analyze various situations and develop creative solutionsExceptional attention to detailAdaptability in a fast-paced, collaborative team environmentStrong organizational and prioritization capabilitiesAbility to handle sensitive materials and information with discretionProficient in Microsoft Office softwareWillingness 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 dependentsA 50% 401(k) match, up to the IRS maximum20 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 careThis 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
Read LessCalling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.
The Opportunity:
You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX.
The Day-to-Day:
Be the voice of Fisher Investments to prospective Canadian clientsReview prospects' personal financial situation and provide solutionsHelp qualified Canadian private investors become clients of Fisher InvestmentsPartake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio managementNo travel required as this position is focused on phone-based sales or virtual connectionsYour Qualifications:
2+ years experience working in financial servicesCFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 yearsBachelor's degreeMulti-year track record of successSuccess persuading and educating prospectsCompensation:
This role offers uncapped performance-based compensationWhy 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 dependentsA 50% 401(k) match, up to the IRS maximum20 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 careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
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