Financial Planning Counselor

About the Opportunity

Are you passionate about helping others build their best version of the financial future? Fisher Investments is seeking a Financial Planning Counselor to join our efforts to better the investment universe. In this role, you will serve as the primary point person for complex financial planning education and analysis, working alongside internal Relationship Managers. You will have the opportunity to develop and broaden your financial planning knowledge while engaging in in-depth conversations with clients to help them determine the right path for their financial future.

The Day-to-Day

Your expertise in financial planning topics will be central to supporting both internal Relationship Managers and our clients. You will be responsible for completing financial plans and detailed analyses for existing clients, while proactively identifying efficiency improvements and suggesting solutions to elevate issues or concerns. Additionally, you will host sessions for both internal and external audiences and report on feedback and trends to the Private Client Group Programs management.

Why Fisher Investments

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture and our learning and development framework, which is customized for every employee. As a Great Place to Work Certified company, we invest in our people by offering exceptional benefits and a supportive environment. This is primarily an in-office role, though eligibility for a hybrid work-from-home program may be available based on role, tenure, and performance.

Equal Opportunity

Fisher Investments is an Equal Opportunity Employer.