Fisher Investments

Financial Planning Counselor

Fisher Investments • $85K — $135K *
Camas, WA 98607In-Person
Finance & Insurance
5 - 7 years of experience
Reposted 4 weeks ago
Job Overview by Ladders

Qualifications

  • 5+ years of experience in financial services
  • In-depth knowledge of financial planning topics; CFP designation beneficial
  • Strong communication skills for engaging various audiences via phone and email
  • Ability to manage complexity across multiple departments under strict deadlines

Responsibilities

  • Support internal Relationship Managers and clients with financial planning expertise
  • Complete financial plans and detailed analyses for existing clients
  • Identify efficiency improvements and recommend solutions
  • Report feedback and trends to Private Client Group management
  • Host informative sessions for internal and external clients

Benefits

  • 100% paid medical, dental, and vision premiums for employees and dependents
  • 50% 401(k) match up to IRS maximum
  • 20 days of PTO plus 10 paid holidays
  • Comprehensive Family Support programs including paid caregiver leave and fertility assistance
  • Opportunity for a hybrid work-from-home arrangement, subject to eligibility and changes
Full Job Description
Overview

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:

  • 3+ 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 - $135,000 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:

  • 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.

About Fisher Investments

Fisher Investments is a privately owned investment management firm founded in 1979 by Ken Fisher. The company is headquartered in Camas, Washington, and has offices in the United States, Europe, and Asia. Fisher Investments manages assets for individuals and institutions, including pension plans, endowments, and foundations. The company is known for its investment philosophy, which emphasizes a global perspective and a focus on long-term growth. Fisher Investments has been recognized for its performance and has won numerous awards for its investment strategies.
Learn more about Fisher Investments
Size
3,500 employees
Industry
Finance & Insurance
Founded
1979
* Ladders Estimates

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