Senior Estate Planning Strategist

Fisher Investments; Plano (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

100% paid medical, dental and vision premiums

50% 401(k) match

20 days of PTO, plus 10 paid holidays

Family support programs

Job summary

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.

Qualifications

• Minimum of ten years of experience in trust/estate planning.
• Experience with high-net-worth clients and complex estate structures.
• Ability to analyze complex estate structures and convey concepts clearly.

Responsibilities

• Meet clients for estate planning education.
• Evaluate existing trust and estate structures.
• Identify structural risks and optimization opportunities.

Skills

Analytical reasoning

Attention to detail

Client relationship management

Organizational skills

Communication skills

Education

Juris Doctorate (J.D.)

Tools

Microsoft Office

Job description

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.