Financial Planning Counselor — Client Education & Planning

$85k - $130k

Fisher Investments

A financial services firm is seeking a Financial Planning Counselor to support clients and Relationship Managers. This role requires over 5 years of experience in financial services and in-depth financial planning knowledge. Key responsibilities include completing financial plans, suggesting efficiency improvements, and hosting client sessions. The position is located in Camas, Washington, with a competitive salary range of $85,000 - $130,000 annually, alongside generous benefits. #J-18808-Ljbffr Fisher Investments

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Vacancy posted 5 days ago

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