Estate Planning Professional jobs in United States
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Fisher Investments · 3 months ago

Estate Planning Professional

positionUS-TX-Plano
timeFull-time
remoteOnsite
senioritySenior Level
date5+ years exp

Fisher Investments is committed to bettering the investment universe and prides itself on its inclusive culture and employee development. They are seeking an Estate Planning Professional to help clients understand their estate plans and identify next steps in fulfilling their planning goals, without providing legal advice.

Financial Services
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Comp. & Benefits

Responsibilities

You will work directly with our high-net-worth clients to gather estate and trust documentation and other relevant estate planning information
You will communicate with our Financial Planning team, Investment Counselors and Tax Managers
You will review a variety of documents (Wills, Trusts, Powers of Attorney, Living Wills, Buy/Sell Agreements, etc.) to identify and communicate opportunities that would better help our clients achieve their goals
You will use your expertise in, and share your knowledge of estate planning for clients and internal partners
You will manage daily calls with clients and internal partners

Qualification

Estate planning experienceTrusts knowledgeComplex estates handlingSensitive information managementBuilding trust

Required

5+ years of experience working in the trust/estate planning field
Experience working on complex estates with an understanding of trusts
Experience handling sensitive materials and information
Experience building credibility and trust in a short amount of time

Benefits

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

Company

Fisher Investments

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Fisher Investments is an independent, fee-only investment adviser.
dateFounded in 1979
location
Plano, Texas, USA
people-size5001-10000 employees
web-link
https://www.fisherinvestments.com/en-us

Funding

Current Stage
Late Stage
Total Funding
unknown
2024-06-16Private Equity

Leadership Team

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Christer Crusenvinge
Regional Director
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Recent News

Investment News
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2026-01-22
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Fisher Investments Recognised as a Great Place to Work®
2025-11-25
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My answers to key questions investors are asking right now
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