Estate Planning Professional
Fisher InvestmentsTampa, Florida, United States
Posted October 23, 2025
Full Time
About the Company
Fisher Investments provides fee-only investment advice to diverse global clients across three business units.
Job Description
Fisher Investments is seeking an Estate Planning Professional to help high-net-worth clients understand their estate plans and identify next steps to meet their planning goals. The role involves working directly with clients, reviewing documents, and communicating insights about estate planning options. You'll leverage your expertise to guide clients through various planning aspects and offer valuable insights.
Requirements
- 5+ years of experience in the trust/estate planning field
- Experience working on complex estates
- Experience handling sensitive materials
- Experience building credibility and trust
Benefits
- 100% paid medical, dental and vision premiums
- 50% 401(k) match
- Paid sick and personal days
- Family Support programs
- Generous Paid Time Off (PTO)
- Paid Primary Caregiver Leave
- Childcare assistance
- Fertility assistance
- Family Forming assistance
- Hormonal Health Assistance
- Back-up Child, Adult, and Elder Care
