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Financial Planning Associate

Camas, WA, United States
Service
10746

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Job Description

Overview

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. 

 

The Day-to-Day:

  • Prioritize and respond to Investment Counselor requests for assorted Financial Planning Services (including estate planning, tax planning, and insurance)
  • Evaluate requests against predetermined qualifying criteria, and identify specific client needs and appropriate resources for support
  • Help build 3rd-party networks to support our service offerings
  • Communicate and coordinate processes with Investment Counselors and 3rd-party vendor while elevating concerns
  • Report on feedback and request trends to the management team
  • Help with ad hoc projects, such as: training program logistics, lag time analysis, group event planning, 3rd-party referral vetting, and more

Your Qualifications:

  • Bachelor's degree or equivalent combination of education and experience
  • Demonstrate a strong client focus
  • Commitment to maintain quality of work while sticking to a timeline
  • Enjoy building process improvements
  • Are able and willing to oversee major projects
  • Have shown proficiency in excel (can maintain complex spreadsheets)
  • U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hire

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:

  • 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 9 paid holidays
  • 8 weeks paid Primary Caregiver Parental Leave
  • Back-up Child Care Program available, offering up to 10 days annually
  • A cumulative learning and development framework customized for every employee
  • An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian

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

 

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