Senior Estate Planning Professional
The Opportunity:
The Senior Estate Planning Professionalworks directly with Fisher Investments' high-net-worth clients to evaluate their existing estate plans, identify structural risks and planning gaps, and provide education and strategic guidance across a broad range of estate planning topics. This role functions as a subject-matter expert, supporting both clients and internal Senior Investment Counselors through assessments,...
Sourced from a public career listing. Jobverse is an aggregator, not the employer.