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Financial Consultant

Financial Planning Strategist

Job in Tampa, Hillsborough County, Florida, 33646, USA
Listing for: Fisher Investments
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A leading investment firm in Tampa is seeking a Financial Planning Counselor to support Relationship Managers and clients through financial planning education and analysis. The ideal candidate has over 5 years of experience in financial services and possesses expertise in financial planning topics. This role involves reporting on trends and feedback, completing financial plans, and hosting sessions with clients. Exceptional benefits include full medical coverage and a generous PTO policy.
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