Fisher Investments · 11 hours ago
Financial Planning Counselor
Tampa, FL
Full-time
Onsite
Senior Level
5+ years expFisher Investments is dedicated to bettering the investment universe and is seeking a Financial Planning Counselor to enhance their financial planning efforts. In this role, you will support Relationship Managers by providing financial planning education and analysis, completing financial plans for clients, and identifying efficiency improvements.
Financial Services
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
Qualification
Required
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
Benefits
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
Company
Fisher Investments
Fisher Investments is an independent, fee-only investment adviser.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2024-06-16Private Equity
Leadership Team
Christer Crusenvinge
Regional Director
Recent News
Investment News
2026-01-22
2025-11-25
2025-11-22
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