Financial Planning Counselor

Fisher Investments; Town of Texas (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) match

Paid time off + holidays

Hybrid work option

Job summary

Fisher Investments in Wisconsin seeks a Financial Planning Counselor to join our team and collaborate with Relationship Managers on complex planning education and analyses. You will develop financial plans for existing clients, discuss options, and help determine the right path for their financial future.

This role emphasizes client education, cross-department coordination, and timely delivery of insights. We offer a comprehensive benefits package and a collaborative culture focused on

Qualifications

• 3+ years of experience in financial services.
• In-depth knowledge of financial planning topics; CFP beneficial.
• Strong verbal and written communication via phone and email.
• Ability to coordinate across multiple departments under tight timelines.

Responsibilities

• Complete financial plans and analyses for existing clients.
• Support Relationship Managers with financial planning education.
• Host sessions for internal and external clients.
• Identify efficiency improvements and report trends to management.

Skills

Communication skills

Financial planning knowledge

Cross-functional collaboration

Client education

Job description

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:

• 3+ 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