At a Glance
- Tasks: Help high-net-worth clients with estate planning and provide strategic guidance.
- Company: Join Fisher Investments, a leader in investment management with a focus on client education.
- Benefits: Enjoy 100% paid health premiums, generous PTO, and family support programs.
- Other info: Collaborative environment with opportunities for mentorship and professional development.
- Why this job: Make a real difference in clients' lives while growing your expertise in estate planning.
- Qualifications: J.D. degree and 10 years of experience in trust/estate planning required.
The predicted salary is between 80000 - 100000 £ per year.
The Senior Estate Planning Professional works directly with Fisher Investments' high-net-worth clients to evaluate their existing estate plans, identify structural risks and planning gaps, and provide education and strategic guidance across a broad range of estate planning topics. This role functions as a subject-matter expert, supporting both clients and internal Senior Investment Counselors through assessments, consultations, and ongoing planning education. The role focuses on education, evaluation, strategy development, and internal collaboration.
In addition to client-facing responsibilities, the Senior Estate Planning Professional contributes to internal training initiatives, client education programs, and the development of written materials and planning resources to enhance estate planning knowledge across the organization.
The Day-to-Day:
- Meet with Fisher Investments' high-net-worth clients, in person and virtually, to educate on estate planning strategies across varied levels of complexity.
- Perform comprehensive evaluations of clients' existing trust and estate structures.
- Review a variety of estate planning documents including, but not limited to:
- Wills
- Trusts
- General Powers of Attorney
- Healthcare Powers of Attorney
- Living Wills
- Buy/Sell Agreements
- Identify potential gaps, structural risks, and optimization opportunities aligned with client goals.
- Serve as internal subject-matter expert to Senior Investment Counselors and internal teams.
- Respond to estate planning inquiries from clients and internal stakeholders.
- Work directly with clients to collect information and organize records needed for estate and trust documentation.
- Participate in the creation and implementation of client education programs and training initiatives.
- Contribute to written planning materials, client resources, and internal reference tools.
- Manage all phases of various projects from envisioning through deployment.
- Support internal process improvement initiatives and pilot programs to enhance service delivery and efficiency.
- Mentor and support team members through coaching and knowledge-sharing.
- Travel when needed to support client meetings and client programs.
Your Qualifications:
- Juris Doctorate (J.D.) degree.
- Minimum of ten (10) years of experience working in trust/estate planning space.
- Experience working with high-net-worth clients, complex estate structures, and tax mitigation strategies.
- Demonstrates ability to analyze complex estate structures and convey concepts clearly to non-legal audiences.
- Exposure to multistate estate planning considerations, trust structures, and tax strategies.
- Advanced qualitative and analytical reasoning skills.
- Ability to analyze various situations and develop creative solutions.
- Exceptional attention to detail.
- Adaptability in a fast-paced, collaborative team environment.
- Strong organizational and prioritization capabilities.
- Ability to handle sensitive materials and information with discretion.
- Proficient in Microsoft Office software.
- Willingness to travel as needed and on demand for in-person client engagements.
- Willingness to host in-person client program events.
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 customised 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.
Senior Estate Planning Professional (GARLAND) employer: Fisher Investments
Fisher Investments is an exceptional employer that prioritises the growth and well-being of its employees, offering a supportive and inclusive work culture. With comprehensive benefits such as fully paid medical premiums, generous PTO, and robust family support programs, employees are empowered to thrive both personally and professionally. The Senior Estate Planning Professional role not only allows for direct engagement with high-net-worth clients but also provides opportunities for internal collaboration and mentorship, making it a rewarding position in a dynamic environment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Estate Planning Professional (GARLAND)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fisher Investments. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Estate Planning Professional (GARLAND)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fisher Investments.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fisher Investments's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fisher Investments
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fisher Investments.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fisher Investments will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fisher Investments employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
