Estate Financial Advisor
Company: Fisher Investments
Location: Apollo Beach
Posted on: May 6, 2022
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Job Description:
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.
The Opportunity:
As an Estate Planning 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.
Day-to-Day:
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:
California employees accrue up to 17 days of PTO and 3 days of sick
time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY
EMPLOYER
Keywords: Fisher Investments, Tampa , Estate Financial Advisor, Accounting, Auditing , Apollo Beach, Florida
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here to apply!
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