Estate Planning Professional
Fisher InvestmentsPlano, Texas, United States
Posted October 23, 2025
Full Time
About the Company
Fisher Investments provides fee-only investment advice to diverse global clients across three business units.
Job Description
Fisher Investments is seeking an Estate Planning Professional to assist high-net-worth clients with their estate planning needs. This role focuses on educating clients about estate planning concepts, identifying gaps, and providing insights into available options, working directly with Financial Planning and Investment Counselors. The position offers valuable experience in navigating complex estates and helping clients achieve their financial goals.
Requirements
- 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
- Strong communication and interpersonal skills
Benefits
- 100% paid medical, dental and vision premiums
- 50% 401(k) match
- PTO, plus holidays
- Family Support programs
- Paid Primary Caregiver Leave
- Fertility Assistance
- Family Forming Assistance
- Hormonal Health Assistance
- Back-up child, adult, and elder care
