Estate Planning Specialist, Plano TX and Tampa FL
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Job Location:
Monthly Salary:
Posted on:
6 days ago
Vacancies:
1 Vacancy
Job Summary
Fisher Investments
Estate Planning Specialist
Locations:Plano Texas Tampa Florida
Fisher Investments is seeking an experienced Estate Planning Specialist to join our Financial Planning this role you will help high-net-worth clients understand their existing estate plans identify gaps and explore strategies to achieve their long-term goals.
This is a client-facing position focused on education and analysis (non-legal advice) working closely with internal partners across financial planning investments and tax.
Key Responsibilities
- Review estate documents (Wills Trusts POAs etc.) to identify risks and opportunities
- Partner directly with clients to gather and analyze estate planning information
- Educate clients on estate planning concepts and strategies
- Collaborate with Financial Planners Investment Counselors and Tax Managers
- Manage ongoing client and internal communications
Qualifications
- 5 years in estate/trust planning
- Experience with complex high-net-worth estates
- Background as attorney estate planner law clerk or legal assistant preferred
- Strong communication skills and ability to build trust quickly
Why Fisher Investments
- 100% paid medical dental and vision premiums
- 50% 401(k) match
- 20 days PTO 10 holidays
- Family support benefits including paid caregiver leave and $10K fertility benefit
Required Experience:
IC
Key Skills
About Company
ECG Resources, Inc. is a nationally recognized Executive Search Firm specializing exclusively in the Wealth Management arena
