Estate Planning Specialist for High-Net-Worth Clients

Fisher Investments; Tampa (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

100% paid medical, dental and vision

50% 401(k) match

20 days PTO + 10 holidays

Hybrid work from home option

Job summary

Fisher Investments is seeking an Estate Planning Professional to educate clients on estate planning concepts after evaluating their documents. You will work directly with high-net-worth clients to gather information, review wills and trusts, and identify opportunities to help clients meet their goals.

You will coordinate with the Planning Team, Insurance Counsel and Tax Managers, and you will manage daily client calls while maintaining strict confidentiality and a client‑focused approach.

Qualifications

• 5+ years of experience in the trust/estate planning field.
• Experience working on complex estates with trusts.
• Experience handling sensitive materials and information.
• Experience building credibility and trust with clients quickly.

Responsibilities

• You will work directly with high-net-worth clients to gather estate planning information.
• You will review documents and identify opportunities to better help clients meet goals.
• You will educate clients on estate planning concepts and strategies after evaluating documents.
• You will communicate with internal teams and manage daily client interactions.

Skills

Estate planning

Trusts

Client communication

Confidentiality

Job description

Fisher Investments is seeking an Estate Planning Professional to educate clients on estate planning concepts after evaluating their documents. You will work directly with high-net-worth clients to gather information, review wills and trusts, and identify opportunities to help clients meet their goals.

You will coordinate with the Planning Team, Insurance Counsel and Tax Managers, and you will manage daily client calls while maintaining strict confidentiality and a client‑focused approach.