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Estate and Trust Specialist (2019-8279)

San Mateo, CA, United States


Job Description


Are you looking to carve a lasting impression in a company with room to grow? Do you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space and desire to help people plan for the next generation? Start building your own legacy—join the Fisher Investments Financial Planning Team as an Estate and Trust Specialist.


The Opportunity:


In this newly created position, you will play a pivotal role in helping our High Net Worth Private Clients better understand their existing estate plan, and identify tangible next steps in fulfilling their planning goals. While you will not be providing legal advice, you will work directly with our existing clients to evaluate their documents and financial accounts in order to identify any gaps or risks that would prevent them from reaching their goals. At the end of the day you are helping our clients by giving them peace of mind that everything is in order and organized for their estates and trusts.




  • Work directly with our current client base to collect information and organize records needed for estate and trust documentation
  • Communicate with our Financial Planning team, Investment Counselors and Tax Managers
  • Review a variety of documents- Wills, General Powers of Attorney, Living Wills, Healthcare Powers of Attorney, Buy/Sell Agreements, etc. to identify potential gaps or changes that would better help our clients reach their goals
  • Build trust and credibility internally and with our clients by being a subject matter expert on estate and trust topics
  • Handle day-to-day calls from Investment Counselors and clients
  • Provide full evaluations on our clients’ current trust and estate situations
  • Additional duties and projects as required by manager

Your Qualifications:


  • Five or more years of experience working in the trust/estate planning field
  • General understanding of Trusts & Estates
  • Ability to handle sensitive materials and information with discretion
  • Excellent written and verbal communication skills
  • Experience building credibility and trust in a short amount of time
  • Ability to work on complex estate situations
  • Strong attention to detail

Why Fisher Investments:


Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:


  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • 8 week paid Primary Caregiver Parental Leave
  • And much, much more

We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a Top Workplace.


But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better


* California employees accrue up to 17 days of PTO and 3 days of sick time per year.



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