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Last updated: 2 days ago

Financial Planning Counselor

Fisher InvestmentsCamas, WA, United States
$85,000.00 yearly
Full-time

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 Fin... Show more

Host

Applebee'sGresham, OR, US
Full-time

Flynn Group, founded by Greg Flynn started its journey with the acquisition of 8 Applebee’s in 1999.Over the next two decades we grew by building new stores and acquiring other franchise operators ... Show more

Restaurant Host

Brasada RanchPowell Butte, OR, USA
$18.35 hourly
Full-time
Quick Apply

Picture this: Going to work and stepping into 1800 acres of natural beauty, amid the rolling hills and rugged high desert of Central Oregon.Each day, you're surrounded by panoramic views of the tow... Show more

Host Busser

Elmer's RestaurantsGresham, OR, US
$90.00 hourly
Full-time

Elmer's is looking for a host/busser to help us achieve our mission of Delighting our Guests! The host position is often the first and last impression our Guests have of Elmer's, so we are looking ... Show more

Onsite Property Manager - Portland, OR

Pure Employment LLCPortland, Oregon, United States, 97220
$31.00 hourly
Full-time
Quick Apply

PURE Property Management offers a Comprehensive Total Rewards Package of Benefits containing:.Medical, Dental and Vision Coverage.Generous Vacation and Sick time.This role involved overseeing the d... Show more

Host

Original Roadhouse GrillGresham, OR, US
$16.30 hourly
Part-time

The Host greets, seats and offers a parting comment to all guests, answers the phone and maintains sanitation, safety and cleanliness standards in their work area.The Host processes and packages ta... Show more

Host

Olive GardenGresham, OR, US
Full-time

For this position, pay will be variable by location.See additional job details and benefits below.Our Winning Family Starts With You! .Check out these great benefits!.Flexible schedules to help you... Show more

Leasing Specialist

Avanath Capital, LLCGresham, OR, United States
$25.00 hourly
Full-time

Avanath is proud to be named one of the top property management companies to provide affordable housing for the workforce.Cultivating the American Dream is the purpose that binds the Avanath team.A... Show more

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Financial Planning Counselor

Financial Planning Counselor

Fisher InvestmentsCamas, WA, United States
30+ days ago
Salary
$85,000.00 yearly
Job type
  • Full-time
Job description

Financial Planning Counselor

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!

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.

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.

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.

Compensation: $85,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performance.

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