Estate Planning Specialist High-Net-Worth Clients
Listed on 2026-10-18
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Fisher Investments is seeking an Estate Planning Professional to educate clients on estate planning concepts after evaluating their documents. You will work directly with high-net-worth clients to gather information, review wills and trusts, and identify opportunities to help clients meet their goals.
You will coordinate with the Planning Team, Insurance Counsel and Tax Managers, and you will manage daily client calls while maintaining strict confidentiality and a client‑focused approach.
For the Estate Planning Specialist for High-Net-Worth Clients position at Fisher Investments, we are reviewing applications now.
We are seeking a motivated Estate Planning Specialist for High-Net-Worth Clients to join Fisher Investments in Tampa, FL, United States.
Consider building your career as a Estate Planning Specialist for High-Net-Worth Clients at Fisher Investments.
The Estate Planning Specialist for High-Net-Worth Clients position in the Marketing & Media, Management & Operations field is open for applications.
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