
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!
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.
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.
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.
Fisher Investments is an Equal Opportunity Employer.
Work model: On-site
Safeway, 800, Northeast 3rd Avenue, Downtown Camas, Oak Park, Camas, Clark County, Washington, 98607, United States
Camas, Washington
CFP certification