Estate Planning Professional
Tampa, Florida
At Fisher, it’s the people who drive our success and make our purpose possible. We have excellent opportunities for financial service professionals who want to grow a rewarding, long-term career at a firm where they can utilize their skills and reach their potential while helping our clients reach their goals.
- Full Time
- Level: Professional
- Travel: Minimal
- Salary: Competitive
No Prospecting, No Cold-Calls, Book of Business Is Provided
Success Profile
At Fisher, our Financial Service Professionals demonstrate the following traits, and all are equally important to their success.
- Communicator
- Competitive
- Detail-Oriented
- Multi-Tasker
- Persuasive
- Sincere
Culture
Our financial professionals focus on providing unparalleled service in an industry known for cookie-cutter solutions and impersonal relationships. We understand clients deserve better. Our team of financial professionals communicates Fisher’s value proposition to high-net-worth investors and helps them reach their goals.
Are you interested in sharing your industry knowledge and serving as a liaison between a prospective client and the firm? Do you want to help us give people a better financial option? If you’re interested in making a difference and working for a mission-driven business, Fisher Investments might be the best place to take your career to the next level.
Potential Career Path
The Investment Counselor role is one of many exciting professional-level opportunities. We believe in career mobility – where you start is just the beginning of a rewarding Fisher career. Whether you serve as an Investment Counselor for the long term or decide to explore other groups and roles at the firm, you own your career journey.
You can start as an Investment Counselor, but after that, you can continue in any of the following departments:
- IC Management
- Research Analyst
- Legal & Compliance
- Recruiting/Human Capital
- Data & Analytics
- Marketing
- Corporate Finance
- Communications
- Information Security & Technology
- Operations
- IC Program Management
- Sales VP
- Specialized IC
Helping clients is what we do best.
Join Private Client Services.
Our Global Benefits
We provide coverage that helps you stay healthy and live your best life throughout your Fisher career. This includes well-balanced and proactive health care options and additional benefits that support your health and financial wellness.
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Health Care
Quality health care packages offered globally, covering you and your qualified dependents.
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Family Support
We support parents and families with maternity leave, paid time off, flexibility and resources.
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Awards & Recognition
We celebrate achievements and drive a strong culture of recognition across the organization.
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Time Off
Our annual leave packages and country-specific paid holidays help you balance work and free time.
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Retirement Plans
We contribute to your 401(k) retirement or pension plan, and provide access to financial planning tools.
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Career Growth & Development
Learning and development programs and resources support you as you build your Fisher career.
Responsibilities
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 Professional, 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
- 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
See the area you’ll be working in.
Get an idea of what your daily routine can be like.
Explore Tampa Now
How to Find the Confidence and Skills to Make Your Mark on the Industry (Interview)
“After achieving an undergraduate degree in finance, I acquired my licensing early on. I started my career as an assistant to the top investment advisors at Northwestern Mutual."
"Fisher provides employees the tools necessary to excel at whatever role they are in. Furthermore, we have consistent access to career counseling and mentoring, and an open door to senior management, making it possible to explore all kinds of career paths within the company."
Kelsey S.
Investment Counselor
Fisher Investments
"At Fisher, I enjoy being part of a growing firm that provides a service that strives to put our clients’ interests first."
Patrick L.
Investment Counselor
Fisher Investments
"I was amazed by the firm’s extensive Investment Counselor training program and the collaborative environment where everyone shares their best ideas. Managers have regular check-ins with their team members and want to talk about your career trajectory."
Kelly R.
Investment Counselor
Fisher Investments
"I really enjoy helping clients solve complex financial problems and feel comfortable about their retirement. It’s very rewarding to help clients navigate markets and achieve their financial goals."
John T.
Investment Counselor
Fisher Investments
"I started at Fisher as an Italian Investment Counselor in London and really enjoyed having a positive impact on our clients and helping them with their financial goals. Today, as an IC Training Program Manager based in our Dublin office, I enjoy having an impact on the group when it comes to knowledge, quality and our growth."
Giorgio A.
Investment Counselor Training Program Manager
Fisher Investments Ireland
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