Over the past 2 years, we have made strides in overhauling the services we offer to our clients, and are looking for more great employees to assist in the growing demand for our services. As a Financial Planning Associate, you will play an essential role in the successful implementation of our goals.
The Financial Planning Associate supports one of our key programs—Financial Planning Services. You will help Investment Counselors assess client financial planning needs, organize and work on ad hoc projects, and help establish policies and procedures as we continue to develop our approach and our offerings. You'll handle research requests while building in-depth knowledge on a variety of topics such as social security, medicare, and insurance. You'll report directly to your team leader who will aid in your training and professional development.
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
*California employees accrue up to 17 days of PTO and 3 days of sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER