Financial Planning Associate

Company: Fisher Investments
Location: Portland
Posted on: November 20, 2023

Job Description:

Over the past 4 years, we have made significant strides in overhauling the services we offer to our clients, and are looking for more great employees to help grow demand for our services. As a Financial Planning Associate, you will play an essential role in the successful implementation of our goals. -The Opportunity: -The Financial Planning Associate supports one of our main programs-Financial Planning Services, reporting to the Financial Planning Operations Team Leader. You will help Investment Counselors assess client financial planning needs, organize and work on ad hoc projects, and help establish procedures as we continue to develop our approach and our offerings. You'll handle research requests while building in-depth knowledge on a variety of topics such as social security, Medicare, and insurance. You'll report directly to your team leader who will aid in your training and professional development. - -The Day-to-Day:

• Prioritize and respond to Investment Counselor requests for assorted Financial Planning Services (including Financial Planning, Estate Planning, and Tax planning)
• Evaluate requests against predetermined qualifying criteria, and identify specific client needs and appropriate resources for support
• Communicate and coordinate processes with Investment Counselors and 3rd-party vendors while elevating concerns
• Report on feedback and request trends to the management team
• Help with ad hoc projects, such as: training program logistics, lag time analysis, new process creation, group event planning, and moreYour Qualifications:
  • Bachelor's degree or equivalent combination of education and experience
  • Demonstrate a strong client focus
  • Commitment to maintain quality of work while sticking to a timeline
  • Enjoy establishing and improving processes
  • Are able and willing to oversee major projectsCompensation:
    • $50,000 - $65,000 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 performanceWhy 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 (*17 days of PTO and 3 days of sick time for California employees)
      • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Keywords: Fisher Investments, Portland , Financial Planning Associate, Accounting, Auditing , Portland, Oregon