Financial Planning Counselor

Financial Planning Counselor

At Fisher, it’s the people who drive our success and make our purpose possible. We have excellent opportunities for financial service professionals who want to grow a rewarding, long-term career at a firm where they can utilize their skills and reach their potential while helping our clients reach their goals.

No Prospecting, No Cold-Calls, Book of Business Is Provided

Success Profile

At Fisher, our Financial Service Professionals demonstrate the following traits, and all are equally important to their success.

• Communicator
• Competitive
• Detail-Oriented
• Multi-Tasker
• Persuasive
• Sincere

Culture

Our financial professionals focus on providing unparalleled service in an industry known for cookie-cutter solutions and impersonal relationships. We understand clients deserve better. Our team of financial professionals communicates Fisher’s value proposition to high-net-worth investors and helps them reach their goals.

Are you interested in sharing your industry knowledge and serving as a liaison between a prospective client and the firm? Do you want to help us give people a better financial option? If you’re interested in making a difference and working for a mission-driven business, Fisher Investments might be the best place to take your career to the next level.

Potential Career Path

The Investment Counselor role is one of many exciting professional-level opportunities. We believe in career mobility – where you start is just the beginning of a rewarding Fisher career. Whether you serve as an Investment Counselor for the long term or decide to explore other groups and roles at the firm, you own your career journey.

You can start as an Investment Counselor, but after that, you can continue in any of the following departments:

• IC Management
• Research Analyst
• Legal & Compliance
• Recruiting/Human Capital
• Data & Analytics
• Marketing
• Corporate Finance
• Communications
• Information Security & Technology
• Operations
• IC Program Management
• Sales VP
• Specialized IC

Helping clients is what we do best. Join Private Client Services.

Our Global Benefits

We provide coverage that helps you stay healthy and live your best life throughout your Fisher career. This includes well-balanced and proactive health care options and additional benefits that support your health and financial wellness.

• Health Care: Quality health care packages offered globally, covering you and your qualified dependents.
• Family Support: We support parents and families with maternity leave, paid time off, flexibility and resources.
• Awards & Recognition: We celebrate achievements and drive a strong culture of recognition across the organization.
• Time Off: Our annual leave packages and country-specific paid holidays help you balance work and free time.
• Retirement Plans: We contribute to your 401(k) retirement or pension plan, and provide access to financial planning tools.
• Career Growth & Development: Learning and development programs and resources support you as you build your Fisher career.

Responsibilities

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:

• 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
• Report on feedback, trends and more to the Private Client Group Programs management
• You will host sessions for internal and external clients

Your Qualifications:

• 5+ years of experience within financial services
• You have in-depth knowledge of financial planning topics (CFP beneficial)
• You communicate with a wide array of audiences by phone and email
• Manage complexity and coordinate across several departments under strict timelines

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 like:

• 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
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER