Senior Estate Planning Consultant High-Net-Worth Clients
Listed on 2026-11-05
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Fisher Investments in Washington state seeks an Estate Planning Professional to educate clients on estate planning concepts after reviewing documents and assets. You will identify gaps and present options while not giving legal advice, reporting to the Estate Planning Team Leader.
You will work with high-net-worth clients, coordinate with the Financial Planning team, Investment Counselors, and Tax Managers, and review wills, trusts, powers of attorney, and other documents to support clients'
This is a genuine position to take on the Senior Estate Planning Consultant for High-Net-Worth Clients role at Fisher Investments.
This position is for the Senior Estate Planning Consultant for High-Net-Worth Clients role at Fisher Investments.
We are seeking a motivated Senior Estate Planning Consultant for High-Net-Worth Clients to join Fisher Investments in Camas, WA, United States.
Consider building your career as a Senior Estate Planning Consultant for High-Net-Worth Clients at Fisher Investments.
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