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Are you enthusiastic about helping others shape a strong financial future? Do you thrive on tackling challenging issues and sharing knowledge with others? Fisher Investments is looking for a Financial Planning Counselor to be part of our mission to enhance the investment landscape.
Why Join Us:
- You will play a key role in providing Financial Planning education and analysis to internal teams and clients
- Expand and deepen your understanding of Financial Planning while collaborating across different departments and engaging in meaningful discussions with clients
- Receive guidance and support from your Team Manager for training and future career growth opportunities
Responsibilities:
- Utilize your Financial Planning expertise to assist Relationship Managers and clients
- Create detailed financial plans for clients
- Identify areas for improvement, propose solutions, and escalate issues
- Share feedback and insights with management
- Conduct informative sessions for clients
Requirements:
- Minimum 5 years of experience in financial services
- Demonstrated knowledge of Financial Planning concepts (CFP certification is a plus)
- Effective communication skills for various audiences
- Ability to navigate complex situations and collaborate with different teams under tight deadlines
Why Fisher Investments:
- We are dedicated to improving the investment world
- We value diversity, offer personalized learning and development opportunities, and hold a Great Place to Work Certification
- We provide outstanding benefits, including full coverage for medical, dental, and vision, 401(k) matching, generous PTO, family support programs, and more
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
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