Fisher Investments
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 clientsYou will complete financial plans and other detailed analyses for existing clientsProactively look for efficiency improvements, suggest solutions and elevate issues or concernsReport on feedback, trends and more to the Private Client Group Programs managementYou will host sessions for internal and external clientsYour
Qualifications:
5
years of experience within financial servicesYou have in-depth knowledge of financial planning topics (CFP beneficial)You communicate with a wide array of audiences by phone and emailManage complexity and coordinate across several departments under strict timelinesWhy 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 dependentsA 50% 401(k) match, up to the IRS maximum20 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 careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYERBy applying, you consent to your information being processed by SonicJobs and transmitted to the Employer.
See Fisher Investments Privacy Policy at https:
//www.
fisherinvestments.
com/en-us/privacy/usa?_ga=2.
135524401.
1257692294.
1706108636-1531835305.
1706108636 and SonicJobs Privacy Policy at https:
//www.
sonicjobs.
com/us/privacy-policy and Terms of Use at https:
//www.
sonicjobs.
com/us/terms-conditionsAbout the Company:
Fisher Investments.
Estimated Salary: $20 to $28 per hour based on qualifications.
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 clientsYou will complete financial plans and other detailed analyses for existing clientsProactively look for efficiency improvements, suggest solutions and elevate issues or concernsReport on feedback, trends and more to the Private Client Group Programs managementYou will host sessions for internal and external clientsYour
Qualifications:
5
years of experience within financial servicesYou have in-depth knowledge of financial planning topics (CFP beneficial)You communicate with a wide array of audiences by phone and emailManage complexity and coordinate across several departments under strict timelinesWhy 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 dependentsA 50% 401(k) match, up to the IRS maximum20 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 careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYERBy applying, you consent to your information being processed by SonicJobs and transmitted to the Employer.
See Fisher Investments Privacy Policy at https:
//www.
fisherinvestments.
com/en-us/privacy/usa?_ga=2.
135524401.
1257692294.
1706108636-1531835305.
1706108636 and SonicJobs Privacy Policy at https:
//www.
sonicjobs.
com/us/privacy-policy and Terms of Use at https:
//www.
sonicjobs.
com/us/terms-conditionsAbout the Company:
Fisher Investments.
Estimated Salary: $20 to $28 per hour based on qualifications.
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