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Financial Planning Counselor (2019-8146)

Camas, WA, United States


Job Description


As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for more complex financial planning education and analysis. This role will allow you to develop and broaden your financial planning knowledge, interact with multiple departments in the firm, and have in-depth conversations with clients to help them determine the right path for their financial future.


The Day-To-Day: 

  • Be a subject matter expert to help educate our internal Relationship Managers and clients on financial planning topics
  • Complete financial plans and other detailed analyses for existing clients
  • Proactively look for efficiency improvements, suggest solutions and elevate issues or concerns as appropriate
  • Summarize and report on feedback, trends and more to the Private Client Group Initiatives management

Your Qualifications:

  • Have in-depth knowledge of financial planning topics
  • Have excellent communication skills and consistently demonstrate a strong client focus
  • Are detailed-oriented
  • Are comfortable with the ambiguity of a newly-created role in a newly-formed group
  • CFP preferred

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:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • 8 week paid Primary Caregiver Parental Leave
  • And much, much more

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 Top Workplace.


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.




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