Financial Planning Counselor
$85,000–$135,000 year
On-siteCamas, Washington, United States
Camas, Washington, United StatesOn-siteFull Time$85,000–$135,000 yearLarge
Full TimeLarge
Job Summary
Conduct financial planning education and analysis for internal Relationship Managers and clients by developing detailed financial plans and identifying efficiency improvements. Host sessions for both internal and external audiences while reporting feedback and trends to the Private Client Group Programs management. Coordinate across multiple departments to manage complex client needs under strict timelines. Report directly to a Team Manager for training and professional development. This role supports Fisher Investments' mission to better the investment universe within our inclusive culture.
Required Qualifications
- 3+ years of experience within financial services
- in-depth knowledge of financial planning topics
- CFP beneficial
- ability to communicate with a wide array of audiences by phone and email
- ability to manage complexity and coordinate across several departments under strict timelines
- in-office role
Desired Qualifications
- passion for helping others build their best version of the financial future
- enjoyment of solving complex problems
- enjoyment of sharing knowledge with others
- experience developing and broadening financial planning knowledge
- experience working with multiple departments in a firm
- experience having in-depth conversations with clients to help them determine the right path for their financial future
- experience reporting to a Team Manager for training and professional development
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