Senior Estate Planning Counsel for High‑Net‑Worth Clients
Fisher Investments Careers
Fisher Investments seeks a Senior Estate Planning Professional to educate and guide high-net-worth clients on comprehensive estate strategies. You will evaluate existing structures, identify gaps, and collaborate with Senior Investment Counselors on tailored planning solutions. The role emphasizes internal education, training initiatives, and creation of client resources while supporting multiple projects and occasionally traveling to client sites. #J-18808-Ljbffr Fisher Investments Careers
Vacancy posted 2 days ago
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