Wealth Planning Consultant

Company:  Fisher Investments
Location: Rowlett
Closing Date: 02/11/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description

Do you have a wealth of experience in estate and trust planning? Are you adept at educating clients about complex financial concepts? Join our team as a Wealth Planning Consultant and make a meaningful impact on our clients' lives.

The Role:

  • Assist high-net-worth clients in gathering estate and trust documentation
  • Collaborate with our Financial Planning team, Investment Counselors, and Tax Managers
  • Evaluate various estate planning documents to identify opportunities for clients
  • Provide expertise and guidance on estate planning to clients and internal partners
  • Manage daily calls with clients and internal partners

Your Qualifications:

  • 5+ years of experience in estate and trust planning
  • Expertise in handling complex estates and trusts
  • Proven ability to build credibility and trust with clients

Why Join Us:

  • Comprehensive benefits package including 100% paid medical, dental, and vision premiums
  • Generous 401(k) match and 20 days of PTO
  • Family support programs and other wellness benefits
  • A supportive, inclusive company culture and growth opportunities

We are an equal opportunity employer dedicated to investing in our employees and our clients' future.

Apply Now
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