Financial Planning Counselor
Not Disclosed•Full-TimeOn-site
location_onSafeway, 800, Northeast 3rd Avenue, Downtown Camas, Oak Park, Camas, Clark County, Washington, 98607, United States
Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe!
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
In this role, you will use your expertise in financial planning topics to help 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. Additionally, you will report on feedback and trends to the Private Client Group Programs management and host sessions for both internal and external clients.
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.
Equal Opportunity
Fisher Investments is an Equal Opportunity Employer.
Work location
Work model: On-site
Safeway, 800, Northeast 3rd Avenue, Downtown Camas, Oak Park, Camas, Clark County, Washington, 98607, United States
Camas, Washington
Key Responsibilities
- check_circleSupport internal Relationship Managers and clients with financial planning expertise
- check_circleComplete financial plans and detailed analyses for existing clients
- check_circleReport feedback and trends to Private Client Group Programs management
- check_circleCoordinate across multiple departments under strict timelines
- check_circleHost educational sessions for internal and external clients
- check_circleProactively identify efficiency improvements and suggest solutions
Requirements
- verified5+ years of experience within financial services
- verifiedin-depth knowledge of financial planning topics
- verifiedCFP certification beneficial
Nice to Have
CFP certification
Benefits & Perks
check_circle100% paid medical, dental and vision premiums for you and your qualifying dependentscheck_circleA 50% 401(k) match, up to the IRS maximumcheck_circle20 days of PTO, plus 10 paid holidayscheck_circle8 week Paid Primary Caregiver Leavecheck_circle$10,000 fertility, family forming, and hormonal health assistancecheck_circleBack-up child, adult, and elder carecheck_circleEligibility for hybrid work from home program based on role, tenure, and performance
Similar Job Opportunities
Frequently asked questions about Financial Planning Counselor at Thermo Fisher Scientific
What does a Financial Planning Counselor at Thermo Fisher Scientific do?expand_more
Day-to-day, the Financial Planning Counselor at Thermo Fisher Scientific will support internal relationship managers and clients with financial planning expertise; complete financial plans and detailed analyses for existing clients; report feedback and trends to private client group programs management; and coordinate across multiple departments under strict timelines.
What are the requirements for this Financial Planning Counselor role?expand_more
To qualify for the Financial Planning Counselor at Thermo Fisher Scientific position, applicants should have: 5+ years of experience within financial services; in-depth knowledge of financial planning topics; and CFP certification beneficial.
Where is the Financial Planning Counselor role at Thermo Fisher Scientific located?expand_more
Financial Planning Counselor at Thermo Fisher Scientific is based in Safeway, 800, Northeast 3rd Avenue, Downtown Camas, Oak Park, Camas, Clark County, Washington, 98607, United States. This is a on-site role.
Is this Financial Planning Counselor job remote, hybrid, or on-site?expand_more
Thermo Fisher Scientific has listed this Financial Planning Counselor role as on-site.
How much experience is required for this Financial Planning Counselor role?expand_more
Financial Planning Counselor at Thermo Fisher Scientific typically requires 5+ years of relevant experience at the senior level.
What skills do you need for the Financial Planning Counselor role at Thermo Fisher Scientific?expand_more
Key skills for Financial Planning Counselor at Thermo Fisher Scientific include Financial Planning; and CFP.
What category does the Financial Planning Counselor role belong to?expand_more
Financial Planning Counselor at Thermo Fisher Scientific is part of the accounting & finance job category on Recrutus.