Senior Estate Planning Strategist
Fisher Investments
Fisher Investments in Plano, Texas, is seeking a Senior Estate Planning Professional to work closely with high-net-worth clients, providing strategic guidance on estate planning. This role includes conducting evaluations of estate structures and identifying planning gaps, while also supporting internal training initiatives. The ideal candidate will have a J.D. and ten years of experience in estate planning, alongside strong analytical and communication skills. Exceptional benefits include 100% paid medical premiums and generous PTO. #J-18808-Ljbffr Fisher Investments
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Estate Planning Strategist in Plano, TX vacancy
- ...Cheil USA/Dallas/Strategy Senior Strategist About Us We are Built to Connect. At Cheil Worldwide, we create connected experiences... ...For ~5+ years of experience in brand strategy, account planning, social strategy, or communications strategy within leading...SeniorWorldwideRelocationShift work
Cheil
Plano, TX1 day ago - JPMorgan Chase & Co. is seeking a Compensation Senior Associate in its Consumer Banking Compensation team to design and execute compensation... ...lines of business. The role requires strong analytical, planning, and project management skills, plus the ability to drive business...Senior
- CNA Insurance is seeking an experienced claims professional to manage a portfolio of highly complex commercial claims with large exposures in Plano, TX. You will verify coverage, conduct investigations, and coordinate with counsel on complex matters. Responsibilities include...Senior
- Cheil USA in Plano, TX, is seeking a Senior Connections Strategist to develop holistic, omnichannel communications strategies that connect audience insights, culture, media, and creative ideas to achieve business objectives. You will partner with account, creative and analytics...Senior
- Hyundai Capital America is seeking a Sr. Employee Relations Manager to independently handle complex employee relations matters, lead investigations, and advise managers, HR business partners, and business leaders across the organization. The role collaborates with Legal...Senior
- Capital One is seeking a high-energy Corporate Communications Senior Associate to shape internal narratives for the Commercial Bank. You will partner with executives to craft internal campaigns, announcements, and town hall materials, blending flawless execution with creative...Senior
- A leading HVAC solutions provider based in Richardson, TX is seeking an experienced professional to handle sales compensation administration. The role requires 8+ years of experience in finance or data-heavy analysis, expertise in incentive compensation platforms, and advanced...Senior
- UMB Financial Corporation's Private Wealth Management division seeks a Senior Investment Strategist for high-net-worth clients ( investable assets typically $3M+). You will steer asset allocation, oversee discretionary accounts, and work within the Portfolio Management...Senior
- Cheil USA/Dallas/Strategy Senior Connections Strategist About Us We are Built to Connect. At Cheil Worldwide, we create connected experiences that... ...translate business objectives into integrated communications plans while overseeing media investment, measurement, and...SeniorWorldwideRelocation
- Capital One is seeking an exceptionally bright Administrative Support Assistant III to support multiple executives from Director to Managing VP level in a fast-paced, tech-savvy environment. You will manage calendars, coordinate travel, prepare expense reports, and help...Senior
- ...data, and engineering teams, turning discovery into actionable roadmaps. You will guide teams through prioritization, tradeoffs, and release planning, leveraging AI and modern practices to elevate product capabilities and client value. #J-18808-Ljbffr Torq ConsultingSenior
$250k - $350k
...Capital is seeking a intellectually curious and insightful Senior Economist / Macro Strategist to provide a critical edge to our global investment... ...benefits package, including health insurance, retirement plans, and vacation time. What We Offer A competitive compensation...SeniorFull timeWorldwideShift workFilioncapital
Allen, TX2 days ago- DC International in Carrollton, TX, is seeking an Experienced Performance Marketing Specialist, Paid Media to manage campaigns for Coverstore and Leatherology. You’ll work with a cross-functional team to optimize paid search, social, and display advertising while leveraging...Senior
- T-Mobile is looking for a Senior Analyst in Credit Risk Management to join our dynamic team in Frisco, Texas. This role requires analytical prowess and project management skills to enhance credit decision processes and policies. You will be responsible for applying statistical...Senior
$10k
The Opportunity:The Senior Estate Planning Professional works 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...SeniorWork at officeWork from homeFisher Investments
Plano, TX4 days ago- ...people find a place to call home.Job DescriptionThe Senior Director of Portfolio Strategy and Planning is a strategic leadership role responsible for shaping... ...the long-term vision of Fannie Mae’s corporate real estate portfolio. This role sits within Enterprise Workplace...SeniorFull timeWork at officeLocal areaRemote workFlexible hoursShift work
Fannie Mae
Plano, TX1 day ago - ...you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Strategy Planning Sr. Specialist Advisor to join our team in Plano, Texas (US-TX), United States (US).At NTT DATA, we know that with the right people...SeniorFull timeFor contractorsWork at officeLocal areaRemote workFlexible hours
NTT DATA
Plano, TX3 days ago - ...We are currently seeking a M365 Migration Strategist to join our team in Plano, Texas (US-TX),... ...’s hypercompetitive marketplace. As a senior technical leader on our M365 Transformations... ...the-box features, low-code, and pro-code.Plan and execute migrations and cutovers,...Work experience placementWork at officeRemote workFlexible hours
NTT DATA
Plano, TX2 days ago $124.8k - $163.8k
...measurable growth in visibility, traffic, and conversions.This is a senior individual contributor role that combines strategic ownership,... ...bonus in accordance with the terms of the Company’s applicable plan. Employees in this role are not eligible for overtime.Benefits:...Temporary workLennox International
Richardson, TX1 day ago$125.69k - $232.75k
...are currently seeking a Storyteller_Growth Strategist to join our team in Plano, Texas (US-TX),... ...colleague conversations into tangible plans. This could include content and visuals for... ...client-facing experience with senior executives — comfortable holding the room...Full timeTemporary workWork at officeRemote workFlexible hoursNTT DATA
Plano, TX4 days ago$160k - $190k
...financial services, AgTech, construction). This role is onsite M/T/Th/F in Addison Seniority level Mid-Senior level Employment type Full-time Job function Information Technology and Strategy/Planning Business Consulting and Services and IT Services and IT Consulting #J-18808...SeniorFull time- ...proactive Media Planner who can transform audience insights, cultural understanding and media opportunities into effective cross‑channel plans. You will partner with Strategy, Creative, Account and Analytics teams to develop recommendations, execute campaigns, optimize...
- Fisher Investments in Plano, TX is hiring a Financial Planning Counselor to work with our Relationship Managers, delivering complex financial planning education and analysis to help clients chart their financial future. You will complete financial plans and other detailed...
- Splunk, a Cisco company, seeks a renewals-focused professional to engage early with customers and partners, working with the Renewals Manager to tailor renewal messaging and strategies. You will help solve technology challenges, assess multiple solutions, and align with...Remote job
- Autodesk is seeking a License Compliance Sales Representative in the United States to drive revenue in a remote-capable role. You will own complex opportunities from assessment through close using telemetry, licensing data, and other insights to identify commercial opportunities...Remote job
- ...Clinical Claims Specialist in our Specialty Practice to improve and reduce severity of complex claims and cost of risk for employer health plans. You will explain disease states and costs, provide cost-of-care estimates, and advise underwriting on medical care strategies. You’...
$87.75k - $182.5k
...favorite teams, leagues, and games. About the Role The Property Strategist, Sports Group is a pivotal role within the Yahoo Ads division,... ..., gaining buy-in from internal stakeholders, and presenting to senior decision-makers. A self-starter with a bias for action, a collaborative...Work at officeFlexible hours$122.63k - $255.63k
...performing go-to-market programs. About the Role The Brand Sales Strategist, Yahoo News Group is a pivotal role within the Yahoo Ads... ...top-tier advertising partners. In this role, you will act as a senior strategic lead, collaborating across Ad Product, Sales, Editorial...Work at officeFlexible hours- My Funded Futures hires an experienced SEO leader to own the organic growth strategy across traditional SEO and AI-assisted discovery. You’ll collaborate with Content and Web teams to ensure new pages rank and earn citations from day one. You will run technical audits, ...
- Aligned Data Centers in Plano, TX seeks an Ad Campaign Manager to own planning, execution, and performance of paid media programs end to end. You will translate brand strategy into campaigns targeting hyperscale and enterprise customers, while supporting local recruitment...Local area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Estate Planning Strategist. Be the first to apply!
Related searches