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 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:
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Opportunity to join a top custom commercial construction company in the Southeast. This Jobot Job is hosted by : Kyle...
Apply For This JobAt CoreCivic, our employees are driven by a deep sense of service, high standards of professionalism and a responsibility to...
Apply For This JobJob Description Our company is currently seeking a Part-Time Accounts Payable Assistant to join our team! You will be responsible...
Apply For This JobFull Job Description SitelogIQ is a rapidly growing company focused on making buildings better. We provide planning, design, and management...
Apply For This JobDescription Busy accounting department in Middlesex County has an opening for an accounts payable professional. This fast-paced department is looking...
Apply For This JobJob Description James River Carriers is now hiring: Local CDL-A Drivers in Elkhart, IN Earn Up to 55 CPM –...
Apply For This Job