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Estate Planning Specialist HNW Clients; Hybrid
Job in
Bowling Green, Warren County, Kentucky, 42103, USA
Listed on 2026-01-17
Listing for:
Fisher Investments
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A leading financial services firm located in Bowling Green, Kentucky is looking for an Estate Planning Professional. In this role, you will educate high-net-worth clients about their estate plans and provide insights on planning options. With at least 5 years of experience in the trust field, you’ll play a key role in guiding clients towards their financial goals. This is an in-office position offering competitive benefits.
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