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Financial Planning Counselor

Fisher Investments

Camas, Washington

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Overview

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.

  • Schedule:  Full Time
  • Level: Professional
  • Travel: Minimal
  • Salary: Competitive

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 generally known for cookie-cutter solutions and impersonal relationships. We believe 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 or one of its subsidiaries 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. Where you go next at Fisher is up to you.

Career Path

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 Primary Caregiver, Parental 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

    Company contributions to your 401(k) retirement or pension plan, and 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

Compensation:

  • $85,000 - $125,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience

  • Eligible for a discretionary bonus based on firm and individual performance

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

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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How to Find the Confidence and Skills to Make Your Mark on the Industry (Interview)

"I've always admired Fisher as a company that I would like to work for someday. I was already familiar with the services that Fisher offered and valued the communication with counselors, the process and education, and felt it would be the best fit for me as a planner."

Read More about finding your confidence and skills to make your mark on the industry

Fisher provides employees the tools necessary to excel at whatever role they are in. Furthermore, we have consistent access to career counseling and mentoring, and an open door to senior management, making it possible to explore all kinds of career paths within the company. Kelsey S. Investment Counselor Fisher Investments
At Fisher, I enjoy being part of a growing firm that provides a service that strives to put our clients’ interests first. Patrick L. Investment Counselor Fisher Investments
I was amazed by the firm’s extensive Investment Counselor training program and the collaborative environment where everyone shares their best ideas. Managers have regular check-ins with their team members and want to talk about your career trajectory. Kelly R. Investment Counselor Fisher Investments
I really enjoy helping clients solve complex financial problems and feel comfortable about their retirement. It’s very rewarding to help clients navigate markets and achieve their financial goals. John T. Investment Counselor Fisher Investments
I started at Fisher as an Italian Investment Counselor in London and really enjoyed having a positive impact on our clients and helping them with their financial goals. Today, as an IC Training Program Manager based in our Dublin office, I enjoy having an impact on the group when it comes to knowledge, quality and our growth. Giorgio A. Investment Counselor Training Program Manager Fisher Investments Ireland
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