Financial Planning Counselor — Client Education & Planning

Fisher Investments; Camas (WA); Vor Ort; USD 85.000 - 130.000; Vollzeit

Benefits dieser Stelle

100% paid medical, dental and vision premiums

50% 401(k) match

20 days of PTO plus 10 paid holidays

Family Support programs including paid caregiver leave and fertility assistance

Zusammenfassung

A financial services firm is seeking a Financial Planning Counselor to support clients and Relationship Managers. This role requires over 5 years of experience in financial services and in-depth financial planning knowledge. Key responsibilities include completing financial plans, suggesting efficiency improvements, and hosting client sessions. The position is located in Camas, Washington, with a competitive salary range of $85,000 - $130,000 annually, alongside generous benefits.

Aufgaben

• Support internal Relationship Managers and clients using financial planning expertise.
• Complete financial plans and detailed analyses for existing clients.
• Proactively suggest solutions for efficiency improvements.
• Report feedback and trends to management.
• Host sessions for internal and external clients.

Kenntnisse

5+ years of experience within financial services

In-depth knowledge of financial planning topics

Effective communication with diverse audiences

Ability to manage complexity and coordinate across departments

Jobbeschreibung

A financial services firm is seeking a Financial Planning Counselor to support clients and Relationship Managers. This role requires over 5 years of experience in financial services and in-depth financial planning knowledge. Key responsibilities include completing financial plans, suggesting efficiency improvements, and hosting client sessions. The position is located in Camas, Washington, with a competitive salary range of $85,000 - $130,000 annually, alongside generous benefits.