Financial Advisor - Estate Planning
Company: Fisher Investments
Location: Grand Prairie
Posted on: April 30, 2024
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Job Description:
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 Specialist, 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:
Keywords: Fisher Investments, Frisco , Financial Advisor - Estate Planning, Accounting, Auditing , Grand Prairie, Texas
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