Board Certified Behavioral Analyst (BCBA)

We are seeking an experienced BCBA to join our team in Idaho. This leadership role offers the opportunity to oversee clinical programming while providing hands-on support to pediatric patients with autism and other developmental disabilities. As a Clinical Supervisor, you will guide and mentor clinical staff, ensure high-quality ABA services, and help shape a supportive, innovative environment where children can thrive at their own pace. Join the team for a truly unique experience with great benefits, a dedicated clinical support team, and flexibility! Position Types Available: Part-Time & Full Time Qualifications Graduate from a BCBA program Current license as a Board Certified Behavior Analyst in ID Masters or Doctorate degree 2 years' experience working with children or adolescents, preferably in a clinic setting Strong understanding of Applied Behavior Analysis (ABA) principles and techniques Why work with Care Options for Kids? Unlimited opportunity for professional development Insurance available first day of month following hire date 401K Plan Generous Paid Time Off (PTO) Annual CEU Allowance Employee Referral Program Industry-leading training Office Team Support for all Non-Clinical Needs – Billing, Referrals, Scheduling Assistance, Provider Office Coordination and much more Hourly Rates $55-$60/Hour Compensation is based on skill set, experience and caseload. Application open until 6/30/2026. The Equal Employment Opportunity Policy of Care Options for Kids is to provide a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status or disability. *Restrictions Apply RDSBSID

CDP Technology Lead

The Opportunity: We are looking for a Technology Lead to own and scale personalization, customer data, and consent management capabilities across Fisher's digital ecosystem. This role sits at the intersection of engineering, data, and marketing and is responsible for connecting our CDP (Tealium), enterprise data platform (Databricks), and activation channels (web, Client Center, LMS, SFMC). You will report to the Team Leader. The Day-to-Day: Manage CDP (Tealium), personalization (Dynamic Yield), and consent management capabilities, including identity resolution, segmentation, and activation across all digital channels Define and implement the decisioning layer that connects Databricks, CDP, and activation platforms (web, Client Center, SFMC, OTT) Establish standards for event tracking, tagging, data flows, and consent capture to allow real-time and batch personalization and communication use cases Lead design and execution of personalization and consent strategies, ensuring consistent targeting, compliance, and experience delivery across channels Partner with Marketing, Product, Data, and Compliance teams to translate our goals and regulatory requirements into scalable, measurable solutions Your Qualifications: 8 years of experience in software engineering, digital platforms, or marketing technology Hands-on experience with CDP platforms (Tealium, Segment, Adobe RTCDP, or similar) Experience implementing personalization or decisioning platforms (Dynamic Yield, Optimizely, Adobe Target, etc.) Experience with event-driven architecture, data pipelines, and API-based integrations Experience working with consent management, privacy frameworks, or regulated data environments Translate business and regulatory requirements into technical solutions Why 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 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

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! 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: 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 Your Qualifications: 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 Why 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 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

Sr. Paid Media Buyer

As a Sr. Paid Digital Media Buyer, you'll drive global growth through campaigns across Google Display & Demand Gen and native platforms. The primary platfroms will be Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain. Your expertise will directly fuel high-quality lead generation for our global sales team. The Opportunity: Reporting to the Digital Media Team Lead, this role is ideal for a data-driven digital media buyer who is comfortable managing large monthly budgets. You'll use data, testing, and audience insights to continuously improve results and uncover new opportunities to reach our target audience. The Day-to-Day: Fuel global lead generation by designing, managing and implementing digital media campaigns within digital ad platforms to meet and exceed our client acquisition and return on investment goals Develop and refine audience strategies using first and third-party data, including segmentation, retargeting, and lookalike modeling Perform in-depth data analysis to campaign performance metrics, identify trends and implement data-backed strategies to maximize ROAS Partner closely with Strategy and Planning, and our in-house creative agency to develop high impact ads, creative testing frameworks and messaging strategies Lead ongoing testing programs across audiences, creative, formats, and placements to unlock incremental performance gains Collaborate with platform partners (Google, Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain) to stay ahead of best practices, identify test opportunities and maximize performance Your Qualifications: 3 years of hands-on paid digital media experience as a buyer/planner, digital media analyst, or account manager managing full funnel digital campaigns Deep experience managing and optimizing campaigns on ad platforms such as Google, Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain, including audience strategy, creative testing, and budget management Analyze and interpret performance data using Excel (formulas, pivot tables). Experience applying web analytics tools (Google Analytics, Power BI, or similar) to inform optimization decisions Compensation: $80,200 - $120,000 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 Why 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 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

Senior Estate Planning Professional

The Opportunity: The Senior Estate Planning Professional works directly with Fisher Investments’ high-net-worth clients to evaluate their existing estate plans, identify structural risks and planning gaps, and provide education and strategic guidance across a broad range of estate planning topics. This role functions as a subject-matter expert, supporting both clients and internal Senior Investment Counselors through assessments, consultations, and ongoing planning education. The role focuses on education, evaluation, strategy development, and internal collaboration. In addition to client-facing responsibilities, the Senior Estate Planning Professional contributes to internal training initiatives, client education programs, and the development of written materials and planning resources to enhance estate planning knowledge across the organization. The Day-to-Day: Meet with Fisher Investments’ high-net-worth clients, in person and virtually, to educate on estate planning strategies across varied levels of complexity. Perform comprehensive evaluations of clients’ existing trust and estate structures Review a variety of estate planning documents including, but not limited to: Wills Trusts General Powers of Attorney Healthcare Powers of Attorney Living Wills Buy/Sell Agreements Identify potential gaps, structural risks, and optimization opportunities aligned with client goals Serve as internal subject-matter expert to Senior Investment Counselors and internal teams Respond to estate planning inquiries from clients and internal stakeholders Work directly with clients to collect information and organize records needed for estate and trust documentation Participate in the creation and implementation of client education programs and training initiatives Contribute to written planning materials, client resources, and internal reference tools Manage all phases of various projects from envisioning through deployment Support internal process improvement initiatives and pilot programs to enhance service delivery and efficiency Mentor and support team members through coaching and knowledge-sharing Travel when needed to support client meetings and client programs Your Qualifications: Juris Doctorate (J.D.) degree Minimum of ten (10) years of experience working in trust/estate planning space. Experience working with high-net-worth clients, complex estate structures, and tax mitigation strategies. Demonstrates ability to analyze complex estate structures and convey concepts clearly to non-legal audiences Exposure to multistate estate planning considerations, trust structures, and tax strategies. Advanced qualitative and analytical reasoning skills Ability to analyze various situations and develop creative solutions Exceptional attention to detail Adaptability in a fast-paced, collaborative team environment Strong organizational and prioritization capabilities Ability to handle sensitive materials and information with discretion Proficient in Microsoft Office software Willingness to travel as needed and on demand for in-person client engagements. Willingness to host in-person client program events. Why 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 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

CDP Technology Lead

The Opportunity: We are looking for a Technology Lead to own and scale personalization, customer data, and consent management capabilities across Fisher's digital ecosystem. This role sits at the intersection of engineering, data, and marketing and is responsible for connecting our CDP (Tealium), enterprise data platform (Databricks), and activation channels (web, Client Center, LMS, SFMC). You will report to the Team Leader. The Day-to-Day: Manage CDP (Tealium), personalization (Dynamic Yield), and consent management capabilities, including identity resolution, segmentation, and activation across all digital channels Define and implement the decisioning layer that connects Databricks, CDP, and activation platforms (web, Client Center, SFMC, OTT) Establish standards for event tracking, tagging, data flows, and consent capture to allow real-time and batch personalization and communication use cases Lead design and execution of personalization and consent strategies, ensuring consistent targeting, compliance, and experience delivery across channels Partner with Marketing, Product, Data, and Compliance teams to translate our goals and regulatory requirements into scalable, measurable solutions Your Qualifications: 8 years of experience in software engineering, digital platforms, or marketing technology Hands-on experience with CDP platforms (Tealium, Segment, Adobe RTCDP, or similar) Experience implementing personalization or decisioning platforms (Dynamic Yield, Optimizely, Adobe Target, etc.) Experience with event-driven architecture, data pipelines, and API-based integrations Experience working with consent management, privacy frameworks, or regulated data environments Translate business and regulatory requirements into technical solutions Why 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 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

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! 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: 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 Your Qualifications: 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 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 Why 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 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

Senior Accountant

The Corporate Accounting Team (CAT) is an integral part of Corporate Finance at Fisher Investments, ensuring our accounting processes, controls, and reporting are executed accurately and efficiently in accordance with U.S. GAAP and applicable local standards. The Opportunity: As Senior Accountant, you will play a key role in maintaining the integrity of our financial records, supporting month-end close activities, and collaborating across finance functions to ensure reliable financial information for decision-making. Alongside a growing team of accountants, you will also contribute to the success of our annual financial statement audits, regulatory financial filings, and international expansion efforts. You will report to CAT Management, who will identify a portfolio of work that seeks to maximize your positive impact and long-term development opportunities. The Day-to-Day: Own and execute ongoing accounting processes and month-end close activities within assigned areas, which may include intercompany accounting, fixed assets, prepaids, accruals, and other core accounting activities Prepare and review journal entries, account reconciliations, and variance analyses – identifying and resolving issues proactively Ensure accounting practices remain compliant with U.S. GAAP and applicable local standards Drive system and process improvements to enhance accounting efficiency and accuracy Provide task-based feedback to preparers to foster ongoing improvement across accounting functions Partner with other finance teams (AP, AR, Revenue, FP&A, Tax, and Treasury) to optimize data flows, processes, and reporting Create and analyze financial statements Liaise with external financial statement auditors, coordinating audit deliverables and resolving queries to ensure successful completion of annual financial statement audits Research, analyze, review, prepare and/or support financial regulatory filings in accordance with applicable rules and regulations Your Qualifications: Bachelor’s degree in accounting or related field 5 years relevant work experience in public and/or corporate accounting; experience with a large public accounting firm and/or complex, multinational corporation preferred Strong understanding of U.S. GAAP, comfort with audit standards and best practices, and experience working with sophisticated accounting systems (SAP, Oracle, NetSuite, etc.) CPA or progress toward certification preferred Proficiency in Microsoft Excel Excellent analytical, problem-solving, and communication skills Ability to manage multiple priorities and deadlines in a fast-paced environment Compensation: $100,000 - $135,000 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 Why 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 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

Senior Application Developer - Charles River Development (CRD)

We are looking for a Senior Application Developer to join our Charles River Development (CRIMS) team within Fisher Investments Technology. You will combine deep business domain expertise with hands‑on technical skills using Java, Python, C#, SQL, REST APIs, and CRD's own API and automation frameworks. The Opportunity: You will support Charles River–driven workflows across Portfolio Engineering, Optimization, Guidelines, Implementation, Trading, and Trade Operations. You will collaborate with Portfolio Managers, Traders, and Technology teams to implement CRD enhancements, API integrations, portfolio optimization workflows, and automation solutions. You'll report to the AVP – PMG Technology Services The Day-to-Day: Lead end-to-end delivery of CRD enhancements: requirements, design, CRD configuration, integrations, testing, deployment, and ongoing support Configure Manager Work Bench or Central Work Bench layouts, workflows, rules, and result sets Hands-on work with the Charles River API Framework, including: Frontend APIs – UI workflows, triggers, CRD interaction points Backend APIs – data calls, order submissions, guideline checks, reference data, trading flows Build and support integration workflows using REST APIs, services, and messaging frameworks Apply working knowledge of portfolio optimization concepts (risk models, constraints, exposures, and transaction cost analysis) Familiarity with industry optimization platforms including Axioma (portfolio construction, risk model integration) and OMEGA Point (optimization and risk analytics tools) Collaborate with Portfolio Engineering teams to support optimization workflows feeding CRD Ensure Start‑of‑Day readiness for CRD and support ongoing system stability Translate our requirements into detailed functional and technical specifications, user stories, diagrams, and interface documentation Your Qualifications: 10 years experience in Application Development: Advanced SQL – complex queries, performance tuning Java or C# – ability to interpret, collaborate, and support integrations REST API integration, testing, and troubleshooting 5 experience in: Python Programming Investment/Wealth Management industry 3 years’ experience in CRD or any other Order Management System (OMS) Implementation / Customization , Workbench (Manager or Central) configuration experience Experience with Order Management System (OMS) Batch Automation, including monitoring and exception handling Hands-on experience with the Order Management System API Framework (frontend and backend) Familiarity with portfolio optimization concepts (risk factors, constraints, optimization models) Experience with optimization tools such as Axioma and OMET/Gap Point. Experience with Order Management workflows, markets, and trading processes (Equities & Fixed Income) Experience using Agile SDLC, process diagramming, and workflow mapping. Bachelor's degree in finance, Economics, Computer Science, Engineering, Math, or equivalent Why 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 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

Senior Application Developer - Charles River Development (CRD)

We are looking for a Senior Application Developer to join our Charles River Development (CRIMS) team within Fisher Investments Technology. You will combine deep business domain expertise with hands‑on technical skills using Java, Python, C#, SQL, REST APIs, and CRD's own API and automation frameworks. The Opportunity: You will support Charles River–driven workflows across Portfolio Engineering, Optimization, Guidelines, Implementation, Trading, and Trade Operations. You will collaborate with Portfolio Managers, Traders, and Technology teams to implement CRD enhancements, API integrations, portfolio optimization workflows, and automation solutions. You'll report to the AVP – PMG Technology Services The Day-to-Day: Lead end-to-end delivery of CRD enhancements: requirements, design, CRD configuration, integrations, testing, deployment, and ongoing support Configure Manager Work Bench or Central Work Bench layouts, workflows, rules, and result sets Hands-on work with the Charles River API Framework, including: Frontend APIs – UI workflows, triggers, CRD interaction points Backend APIs – data calls, order submissions, guideline checks, reference data, trading flows Build and support integration workflows using REST APIs, services, and messaging frameworks Apply working knowledge of portfolio optimization concepts (risk models, constraints, exposures, and transaction cost analysis) Familiarity with industry optimization platforms including Axioma (portfolio construction, risk model integration) and OMEGA Point (optimization and risk analytics tools) Collaborate with Portfolio Engineering teams to support optimization workflows feeding CRD Ensure Start‑of‑Day readiness for CRD and support ongoing system stability Translate our requirements into detailed functional and technical specifications, user stories, diagrams, and interface documentation Your Qualifications: 10 years experience in Application Development: Advanced SQL – complex queries, performance tuning Java or C# – ability to interpret, collaborate, and support integrations REST API integration, testing, and troubleshooting 5 experience in: Python Programming Investment/Wealth Management industry 3 years’ experience in CRD or any other Order Management System (OMS) Implementation / Customization , Workbench (Manager or Central) configuration experience Experience with Order Management System (OMS) Batch Automation, including monitoring and exception handling Hands-on experience with the Order Management System API Framework (frontend and backend) Familiarity with portfolio optimization concepts (risk factors, constraints, optimization models) Experience with optimization tools such as Axioma and OMET/Gap Point. Experience with Order Management workflows, markets, and trading processes (Equities & Fixed Income) Experience using Agile SDLC, process diagramming, and workflow mapping. Bachelor's degree in finance, Economics, Computer Science, Engineering, Math, or equivalent Why 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 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

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! 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: 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 Your Qualifications: 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 Why 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 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

Financial Writer (Ghostwriter)

Fisher Investments is growing and is looking for an experienced Financial Writer (Ghostwriter) to turn our investment expertise into engaging content. You will be a part of a collaborative writing team and learn from tenured financial writers and industry experts. If you are looking to bring your writing experience to a company that has a global financial presence, we want to hear from you! The Opportunity: As a Financial Writer (Ghostwriter), you will educate our employees, clients and investors by constructing educational and engaging articles to run in major financial publications. You will report to a Team Leader and work with our experienced writing staff and in-house research group to write compelling and fast-reading persuasive articles sharing our firm’s unique approach to market analysis and investing. Your experience modifying your writing style to meet the needs of senior management will lead to success in this role. The Day-to-Day: Use your writing experience to write persuasive articles on a wide array of financial and economic topics in an Op-Ed format Support high-volume output to be used for our purposes Research unfamiliar financial topics using online and firm resources Find creative ways to customize the concepts for audiences overseas Analyze financial media to identify trending topics Your Qualifications: Bachelor's degree required 3 years of writing experience 1 years of financial writing experience Must have Ghostwriting experience in persuasive (Op-Ed) articles Experience communicating complicated topics in simple, non-academic, interesting terms Experience editing for clarity, grammar, spelling, consistency and accuracy Produce quality work with a commitment to improvement while meeting a target timeline Compensation: $80,000 - $110,000 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 Why 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 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