Financial Planning Advisor

2 weeks ago

Washington, United States Fisher Investments Full time
About the Role:

Are you driven by a desire to assist individuals in achieving their financial aspirations? Do you possess a knack for tackling intricate challenges and imparting knowledge? Fisher Investments is seeking a Financial Planning Counselor to enhance our investment landscape.

Your Responsibilities:
As a Financial Planning Counselor, you will collaborate with our internal Relationship Managers, serving as the primary resource for sophisticated financial planning education and analysis.

You will expand your expertise in financial planning, engage with various departments within the organization, and conduct comprehensive discussions with clients to guide them in making informed decisions about their financial futures.

You will report to your Team Manager, who will support your training and professional growth opportunities.


Daily Activities:
  • Utilize your financial planning knowledge to assist internal Relationship Managers and clients.
  • Prepare financial plans and conduct detailed analyses for current clients.
  • Identify opportunities for efficiency enhancements, propose solutions, and escalate issues as necessary.
  • Provide insights on feedback, trends, and more to the management of the Private Client Group Programs.
  • Facilitate sessions for both internal and external clients.

Qualifications:
  • A minimum of 5 years of experience in the financial services sector.
  • Extensive understanding of financial planning topics (CFP designation is advantageous).
  • Ability to communicate effectively with diverse audiences via phone and email.
  • Proficient in managing complexity and coordinating across multiple departments under tight deadlines.

Compensation:
Base salary ranges from $85,000 to $125,000 annually. Starting salaries may vary based on experience.
Eligible for a discretionary bonus based on both individual and firm performance.

Why Choose Fisher Investments:
We are committed to a greater purpose: enhancing the investment landscape. We take pride in our inclusive culture, tailored learning and development programs for every employee, and our Great Place to Work Certification. Our employees are our greatest asset, and we invest in them by offering exceptional benefits, including:
  • Comprehensive medical, dental, and vision coverage for you and your eligible dependents.
  • A 50% match on 401(k) contributions, up to the IRS maximum.
  • 20 days of paid time off, plus 10 paid holidays.
  • Family support initiatives, including 8 weeks of paid primary caregiver leave, adoption assistance, and backup childcare.
  • $10,000 benefit for fertility, hormonal health, and family planning.

Fisher Investments is an Equal Opportunity Employer.

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