This job has expired

Financial Planning Counselor

Employer
Fisher Investments
Location
Camas, Washington State
Salary
$85,000 - $115,000 base salary + bonus
Closing date
Dec 30, 2023

View more

Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

Job Details

Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe!

The Opportunity:

As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth conversations with clients to help them determine the right path for their financial future. You will report to your Team Manager who will aid in your training for the role and professional development for future growth opportunities.

The Day-to-Day:

  • 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

Your Qualifications:

  • 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

Compensation:

  • $85,000 - $115,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience

  • Eligible for a discretionary bonus based on firm and individual performance

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 (*17 days of PTO and 3 days of sick time for California employees)
  • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Company

For more than 40 years we’ve been helping clients reach their financial goals by providing a tailored approach to investment management. You’ll find that we’re a different kind of investment firm than most in the industry and work for a bigger purpose: bettering the investment universe. We are driven to make things better for our employees, our clients and the industry. Better for our employees: Our employees drive our firm’s success. We hire and promote employees based on their merit, potential and “will-do” attitude and take pride in building teams of people with unique perspectives and diverse backgrounds. Through ongoing development opportunities and coaching, each employee is empowered to achieve excellence as he or she grows a lifelong Fisher career. While everyone forges their own unique path at Fisher, together we are all on a journey to better the investment universe. Better for our clients: As an independent, fee-only investment advisor, we don’t sell commission-based financial products or earn commissions on trades. For us there is nothing more important than helping our clients achieve their long-term goals. We strive to provide unparalleled service that always puts their interests first while providing stability and peace of mind. When our clients do well, we do well. Better for the industry: By offering a different and better business structure that puts client service first, Fisher Investments and our subsidiaries have thrived and now manage billions in assets for thousands of high-net-worth individuals and institutions around the globe. Our success is supported by more than 3,500 dedicated employees operating out of 17 countries. Looking ahead, we will continue to grow and build on our legacy of bettering the investment universe. Important Disclosures: http://www.fisherinvestments.com/about/legal-disclosures/ Privacy Policy: https://www.fisherinvestments.com/en-us/privacy Follow us on Twitter: https://twitter.com/fisherinvest

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