Estate Planning Advisor High-Net-Worth Clients; Hybrid
Listed on 2026-10-18
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Fisher Investments is seeking an Estate Planning Professional to educate clients on estate planning concepts and identify next steps after evaluating their documents and assets.
You will work directly with high-net-worth clients, review wills and trusts, and collaborate with planning, counsel and tax teams to address gaps and opportunities. This is an in-office role with potential for hybrid work depending on tenure and performance.
This role, Estate Planning Advisor for High-Net-Worth Clients (Hybrid) at Fisher Investments, could be your next move.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Estate Planning Advisor for High-Net-Worth Clients (Hybrid) role in the description above.
We appreciate your interest in this position.
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