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Investment Planning Advisor

2 months ago

Dallas, Texas, United States Fisher Investments Full time

Are you dedicated to empowering individuals to achieve their financial aspirations? If you thrive on addressing intricate challenges and imparting your expertise, Fisher Investments is seeking a Financial Planning Counselor to enhance our mission in the investment sector.

The Role:

As a Financial Planning Counselor, you will collaborate closely with our internal Relationship Managers, serving as the primary resource for sophisticated financial planning education and analysis. You will expand your financial planning acumen, engage with various departments within the organization, and conduct comprehensive discussions with clients to guide them towards their financial objectives. Your Team Manager will provide support in your training and professional growth.

Your Responsibilities:

- Utilize your financial planning expertise to assist internal Relationship Managers and clients
- Develop financial plans and perform detailed analyses for current clients
- Actively seek opportunities for efficiency enhancements, propose solutions, and escalate any issues or concerns
- Provide insights on feedback, trends, and more to the Private Client Group Programs management
- Conduct sessions for both internal and external clients

Your Qualifications:

- Over 5 years of experience in the financial services industry
- Comprehensive understanding of financial planning concepts (CFP designation is advantageous)
- Proficient in communicating with diverse audiences via phone and email
- Capable of managing complexity and coordinating across multiple departments within tight deadlines

Why Choose Fisher Investments:

We are driven by a larger mission: to enhance the investment landscape. We take pride in our inclusive culture and our tailored learning and development framework for every employee. Our commitment to our people is reflected in our exceptional benefits, including:

- 100% coverage of medical, dental, and vision premiums 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 programs, 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.