Are you looking to create a lasting impression in a company with endless opportunity to grow? 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.
As an Estate and Trust Specialist, your role is crucial in helping our clients better understand their existing estate plan and identify tangible next steps in fulfilling their planning goals. While you will not provide legal advice, you will work directly with our existing clients to evaluate different documents and financial accounts. Reporting to the Estate and Trust Manager, you will identify any gaps or risks that would prevent them from achieving their goals. At the end of the day you will make a difference in our clients’ lives.
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it’s the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
*California employees accrue up to 17 days of PTO and 3 days of sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER