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 1 day ago
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