Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client International. Together, these groups serve a diverse global client base that includes corporations, public and multi-employer pension funds, foundations and endowments, governments and high net worth families. 
 
Fisher Investments was founded in 1979 by Ken Fisher, who served as CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. He now writes monthly native language columns in major media organs around the world, spanning more countries and more total volume than any other columnist of any type ever. Ken has written 11 books—including 4 New York Times bestsellers—and has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.
 
For more information on Fisher Investments, please visit www.fisherinvestments.com. 

Careers Page: https://www.fisherinvestments.com/en-us/careers 
 
Important Disclosures: https://www.fisherinvestments.com/en-us/disclosures 
 
Privacy Policy: https://www.fisherinvestments.com/en-us/privacy 
 
Community Guidelines: https://www.fisherinvestments.com/en-us/communityguidelines

Industry: Financial Services
Company Size: 1,001-5,000 employees

Fisher Investments

Savvy Admin PROD

**Overview**

Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe!

**The Opportunity:**

As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth conversations with clients to help them determine the right path for their financial future. You will report to your Team Manager who will aid in your training for the role and professional development for future growth opportunities.

**The Day-to-Day:**

-  You will use your expertise in financial planning topics to help support our internal Relationship Managers and clients

-  You will 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 Programs management

-  You will host sessions for internal and external clients

**Your Qualifications:**

-  5+ years of experience within financial services

-  You have in-depth knowledge of financial planning topics (CFP beneficial)

-  You communicate with a wide array of audiences by phone and email

-  Manage complexity and coordinate across several departments under strict timelines

**Why Fisher Investments:**

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. 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 10 paid holidays

-  Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

-  This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Financial Planning Counselor

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