Financial Planning Counselor jobs in United States
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Fisher Investments · 2 hours ago

Financial Planning Counselor

positionCamas, WA
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$85K/yr - $130K/yr
date5+ years exp

Fisher Investments is dedicated to bettering the investment universe and is seeking a Financial Planning Counselor. In this role, you will support internal Relationship Managers and clients by providing financial planning education and completing detailed financial analyses to guide clients in their financial decisions.

Financial Services
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Comp. & Benefits

Responsibilities

You will use your expertise in financial planning topics to help support our internal Relationship Managers and clients
You will complete financial plans and other detailed analyses for existing clients
Proactively look for efficiency improvements, suggest solutions and elevate issues or concerns
Report on feedback, trends and more to the Private Client Group Programs management
You will host sessions for internal and external clients

Qualification

Financial planning knowledgeFinancial services experienceCFP certificationComplexity managementCommunication skills

Required

5+ years of experience within financial services
You have in-depth knowledge of financial planning topics (CFP beneficial)
You communicate with a wide array of audiences by phone and email
Manage complexity and coordinate across several departments under strict timelines

Benefits

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.

Company

Fisher Investments

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Fisher Investments is an independent, fee-only investment adviser.
dateFounded in 1979
location
Plano, Texas, USA
people-size5001-10000 employees
web-link
https://www.fisherinvestments.com/en-us

Funding

Current Stage
Late Stage
Total Funding
unknown
2024-06-16Private Equity

Leadership Team

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Christer Crusenvinge
Regional Director
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Recent News

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Company data provided by crunchbase