Financial Planning Strategist — Client Education

Fisher Investments; Plano (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

100% paid medical, dental and vision

401(k) match up to IRS maximum

20 days PTO + 10 holidays

Professional development

Job summary

Fisher Investments in Plano, TX is hiring a Financial Planning Counselor to work with our Relationship Managers, delivering complex financial planning education and analysis to help clients chart their financial future.

You will complete financial plans and other detailed analyses for existing clients, coordinate with multiple departments, and identify efficiency improvements while building trust with clients through phone and email.

Qualifications

• 3+ years of experience within financial services.
• In-depth knowledge of financial planning topics (CFP beneficial).
• You communicate with a wide array of audiences by phone and email.

Responsibilities

• 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

Skills

Experience in financial services

CFP beneficial

Communication with clients by phone &

Job description

Fisher Investments in Plano, TX is hiring a Financial Planning Counselor to work with our Relationship Managers, delivering complex financial planning education and analysis to help clients chart their financial future.

You will complete financial plans and other detailed analyses for existing clients, coordinate with multiple departments, and identify efficiency improvements while building trust with clients through phone and email.