Financial Planning Counselor
Company: Fisher Investments
Location: Gresham
Posted on: May 12, 2022
|
|
Job Description:
The Opportunity:
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:
Be an expert to help educate our internal Relationship Managers and
clients on financial planning topics
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
Initiatives management
Your Qualifications:
5+ years' experience within financial services
Have in-depth knowledge of financial planning topics (CFP
beneficial)
Connect with a wide array of audiences by phone and email
Eager to work in a newly-created role in a newly-formed group to
support client needs and global growth
Manage complexity and coordinate across several departments under
strict timelines
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the
investment universe. From unmatched service to unique perspectives
on investing, 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 9 paid holidays
8 weeks paid Primary Caregiver Parental Leave
Back-up Child Care Program available, offering up to 10 days
annually
A cumulative learning and development framework customized for
every employee
An award-winning work environment - we're Great Place to Work
Certified, and Top Workplace winners from The Oregonian
We take great pride in our inclusive culture. We value the
different perspectives and unique skills you bring to the team - it
makes us all better. Success at Fisher Investments is motivated by
results, a collaborative mindset and a commitment to accomplishing
great things - so if you are ready to do that, we are ready for
you! Apply today to be a part of a team environment where you make
a difference in the lives of people by bettering the investment
universe.
*California employees accrue up to 17 days of PTO and 3 days of
sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Gresham , Financial Planning Counselor, Accounting, Auditing , Gresham, Oregon
Click
here to apply!
|