Fisher Life Planning is separate and distinct from our portfolio management division, and focuses solely on aging needs. The Life Planning Research Analyst will work as a resource for our support and client service teams. This role is a unique opportunity to use your extensive insights to help support a growing business.
As a Life Planning Research Analyst, you will use your aging landscape knowledge to help the Life Planning support team develop client deliverables and content for client educational events, conduct client interviews and identify opportunities for improvement, support Life Planning Counselors with specific aging related issues and topics and keep the group abreast of changes and advancements in the aging landscape.
This is the role for you if:
Why Fisher Investments:
Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:
We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a 2017 Top Workplace with the best benefits!
But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.
* California employees accrue up to 17 days of PTO and 3 days of sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER