Financial Planning Counselor

At a Glance:

Statement of Interest: No 

Contact: Francisco Rivera or Brittany Jacobson

Shadow: Request Here

The Opportunity:

The Financial Planning Services team is looking for a new Financial Planning Counselor to help existing clients with their broader financial goals. Our team strives to elevate the experience for all US PCG and PWM Clients by providing direction, education and honest assessments from unbiased experts.

As a Financial Planning Counselor, you will work alongside Investment Counselors 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 an expert to help educate ICs 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
• Report on feedback, trends and more to the Private Client Group Initiatives management

Your Qualifications:

• 5+ years’ experience within financial services
• Have in-depth knowledge of financial planning topics (CFP beneficial)
• Connect with a wide array of audiences by phone and email
• Eager to work in an innovative group and role to support client needs and firm growth
• Manage complexity and coordinate across several departments under strict timelines

We will conduct a preliminary screen of applicants based on qualifications, performance and manager feedback. Those who meet the hiring manager’s requirements will be moved forward in the process by participating in an interview. If you’d like to know more about the role, feel free to get in touch with Francisco Rivera or Brittany Jacobson.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER