Financial Planning Counselor

Fisher Investments • Plano, TX

6d • Onsite

About The Position

Fisher Investments is hiring a Financial Planning Counselor to join their efforts to better the investment universe. As a Financial Planning Counselor, you will work alongside 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.

Requirements

• 3+ years of experience within financial services
• In-depth knowledge of financial planning topics
• Communicate with a wide array of audiences by phone and email
• Manage complexity and coordinate across several departments under strict timelines

Nice To Haves

• CFP beneficial

Responsibilities

• Use expertise in financial planning topics to help support internal Relationship Managers and clients
• 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
• Host sessions for internal and external clients

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed