Top 145 Financial specialist Jobs in Dallas, Tx

Senior Estate Planning Professional
Fisher Investments —Plano, TX
- Hybrid work
- Office
- Analysis skills
- Travel
- Paid holidays
- Health insurance
Gold Appraisal Specialist
Gold Adam —Dallas, TX
- $60,000 - $65,000 a year
- Full-time
- Mid-level
- High school diploma or GED
- 2 years
- Paid parental leave
- Paid holidays
Quick Apply
Underwriting Specialist OR Executive UnderwriterUmbrella Excess Casualty
Zurich Insurance Company Ltd. —Addison, TX
- $79,600 - $172,300 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Flexible schedule
9d
Insurance Specialist - Seeking Athletes
Barr District - New York Life —Frisco, TX
- $79,000 - $109,000 a year
- Full-time
- Hybrid work
- No experience needed
- Mid-level
- Business development
- Disability insurance
- Health insurance
Quick Apply
14d
Financial Analysis Specialist Advisor
NTT Ltd —Dallas, TX
- $72,500 - $135,500 a year
- Salesforce
- Mid-level
- Office
- Health savings account
- AD&D insurance
Enterprise Risk Management (Murex MX.3) Specialist - Remote Role
NTT DATA —Plano, TX
- $70 - $85 an hour
- Remote
- Mid-level
- SQL
- Scripting
Quick Apply
Accounting & Finance Specialist
Prism Care Inc. —Dallas, TX
- $32 - $40 an hour
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
6d
Finance Specialist - Hybrid
McAfee —Frisco, TX
- $79,310 - $130,295 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor of Science
- Office
- Paid parental leave
- Paid holidays
IT Finance Specialist
Flexjet —Dallas, TX
- Full-time
- Hybrid work
- Computer science
- Mid-level
- 3 years
Quick Apply
1d
Senior Customer Success Specialist - Financial Audit
Wolters Kluwer —Coppell, TX
- $71,300 - $124,500 a year
- Full-time
- CPA
- Office
- Continuous improvement
- Commuter assistance
- Paid parental leave
Trust Relationship Specialist
Regions —Dallas, TX
- $49,087.50 - $60,133.50 a year
- Overtime
- Word processing
- Research
- Mid-level
- Health savings account
- Health insurance
Firm Account and Engagement Finance Services Specialist
Deloitte —Dallas, TX
- $66,200 - $121,800 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
Member Relationship Specialist
Credit Union of Texas —DeSoto, TX
- Contract
- Spanish
- Microsoft Outlook
- Writing skills
Quick Apply
Investment Phone Specialist - JPMorgan Wealth Management - Plano, TX
JPMorganChase —Plano, TX
- 8 hour shift
- Hybrid work
- Office
- Communication skills
- Entry level
- Health insurance
- Tuition reimbursement
Specialist, Program Finance
L3Harris Technologies —Plano, TX
- Mid-level
- Office
- Analysis skills
Finance Support Specialist I
Cox Automotive —Dallas, TX
- $18.22 - $27.36 an hour
- Extended hours
- Hybrid work
- Oracle
- Microsoft Outlook
- Customer service
- Paid jury duty
- Paid holidays
9d
Senior PeopleSoft Finance Techno-Functional Specialist - Hybrid
NTT Ltd —Plano, TX
- $92,408 - $171,125 a year
- Full-time
- Computer Science
- 8 years
- SQL
- Health savings account
- AD&D insurance
AI Sales Specialist, Financial Services, Google Cloud
Google —Addison, TX
- $138,000 - $200,000 a year
- Full-time
- Office
- Bachelor's degree
- Organizational skills
Banking Relationship Specialist (Senior Relationship Banker)
Bank OZK —Dallas, TX
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Dental insurance
- Paid time off
Branch Support Member Relationship Specialist
Credit Union of Texas —Garland, TX
- 18 years or older
- Basic math
- Office
Quick Apply

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financial specialist jobs near dallas, tx

Senior Estate Planning Professional

Fisher Investments -
Plano, TX

Apply Now

Job Details

Benefits

Caregiver leave
Paid holidays
Health insurance
Dental insurance
Paid time off
Work from home
Vision insurance
401(k) matching

Qualifications

Estate planning needs analysis
Confidential information handling
Doctor of Law (JD)
Productivity software
Estate planning

Full Job Description

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 on education, evaluation, strategy development, and internal collaboration.

In addition to client-facing responsibilities, the Senior Estate Planning Professional contributes to internal training initiatives, client education programs, and the development of written materials and planning resources to enhance estate planning knowledge across the organization.

The Day-to-Day:

Meet with Fisher Investments’ high-net-worth clients, in person and virtually, to educate on estate planning strategies across varied levels of complexity.
Perform comprehensive evaluations of clients’ existing trust and estate structures
Review a variety of estate planning documents including, but not limited to:
- Wills
- Trusts
- General Powers of Attorney
- Healthcare Powers of Attorney
- Living Wills
- Buy/Sell Agreements
Identify potential gaps, structural risks, and optimization opportunities aligned with client goals
Serve as internal subject-matter expert to Senior Investment Counselors and internal teams
Respond to estate planning inquiries from clients and internal stakeholders
Work directly with clients to collect information and organize records needed for estate and trust documentation
Participate in the creation and implementation of client education programs and training initiatives
Contribute to written planning materials, client resources, and internal reference tools
Manage all phases of various projects from envisioning through deployment
Support internal process improvement initiatives and pilot programs to enhance service delivery and efficiency
Mentor and support team members through coaching and knowledge-sharing
Travel when needed to support client meetings and client programs

Your Qualifications:

Juris Doctorate (J.D.) degree
Minimum of ten (10) years of experience working in trust/estate planning space.
Experience working with high-net-worth clients, complex estate structures, and tax mitigation strategies.
Demonstrates ability to analyze complex estate structures and convey concepts clearly to non-legal audiences
Exposure to multistate estate planning considerations, trust structures, and tax strategies.
Advanced qualitative and analytical reasoning skills
Ability to analyze various situations and develop creative solutions
Exceptional attention to detail
Adaptability in a fast-paced, collaborative team environment
Strong organizational and prioritization capabilities
Ability to handle sensitive materials and information with discretion
Proficient in Microsoft Office software
Willingness to travel as needed and on demand for in-person client engagements.
Willingness to host in-person client program events.

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Apply Now

Refine Your Search

financial specialist jobs in dallas, tx

Senior Estate Planning Professional

Gold Appraisal Specialist

Underwriting Specialist OR Executive UnderwriterUmbrella Excess Casualty

Insurance Specialist - Seeking Athletes

Financial Analysis Specialist Advisor

Enterprise Risk Management (Murex MX.3) Specialist - Remote Role

Accounting & Finance Specialist

Finance Specialist - Hybrid

IT Finance Specialist

Senior Customer Success Specialist - Financial Audit

Trust Relationship Specialist

Firm Account and Engagement Finance Services Specialist

Member Relationship Specialist

Investment Phone Specialist - JPMorgan Wealth Management - Plano, TX

Specialist, Program Finance

Finance Support Specialist I

Senior PeopleSoft Finance Techno-Functional Specialist - Hybrid

AI Sales Specialist, Financial Services, Google Cloud

Banking Relationship Specialist (Senior Relationship Banker)

Branch Support Member Relationship Specialist

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