Financial Planning Counselor
Company: Fisher Investments
Location: Clearwater
Posted on: September 20, 2023
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Job Description:
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! -The Opportunity: -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.The Day-to-Day:
Keywords: Fisher Investments, Clearwater , Financial Planning Counselor, Accounting, Auditing , Clearwater, Florida
Click
here to apply!
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