Senior Estate Planning Professional

Fisher Investments Careers — Dalworthington Gardens, Tarrant County
Full-Time Jun 5, 2026
From $1,739/week
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About This Position

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 of estate planning topics. This role functions as a subject-matter expert, supporting both clients and internal Senior Investment Counselors through assessments, consultations, and ongoing planning education. The role focuses o…

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Job Details

Company
Fisher Investments Careers
Location
Dalworthington Gardens, Tarrant County
Type
Full-Time
Salary
From $1,739/week
Posted
05/06/2026
Quick Apply

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