Financial Planning Specialist

1 day ago


Camas, Washington, United States Fisher Investments Full time
Financial Planning Counselor Role

We are seeking a skilled Financial Planning Counselor to join our team at Fisher Investments. As a Financial Planning Counselor, you will work closely with our internal Relationship Managers to provide complex financial planning education and analysis to our clients.

The Opportunity

This is a unique opportunity to 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.

The Day-to-Day
  • You will use your expertise in financial planning topics to 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
  • 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 - $125,000 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:

  • 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, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care.
  • $10,000 fertility, hormonal health, and family-forming benefit.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER



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