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Part-Time Retirement Planning Service Associate
Part-Time Retirement Planning Service Associate-March 2024
Plano
Mar 12, 2026
ABOUT FISHER INVESTMENTS
At Fisher Investments, we’re dedicated to providing unparalleled service and helping our clients meet their long-term financial goals.
1,001 - 5,000 employees
Financial Services, Client Services
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About Part-Time Retirement Planning Service Associate

  Overview

  Imagine walking into an environment surrounded by motivated, thoughtful, and passionate individuals committed to improving the retirement options of small businesses nationwide. At Fisher Investments, we take pride in developing talent in our Part-Time 401k Service Associate role and preparing them to succeed in the professional workplace. This is not just a job; it is a jumping-off-point within the retirement and finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds and don't require 401k experience to be successful.

  The Opportunity:

  This part-time opportunity is for current college students located near our Fisher campus in Plano, TX. You will report directly to your Team Leader who will work with your schedule to find a solution that works best for you - minimum 20 hours per week.

  The Day-to-Day:

  Inbound and outbound telephone engagement with plan participantsSchedule meetings with plan participantsEngage plan participants by email campaignsParticipate on side projects

  Your Qualifications:

  Enrolled college student pursuing a Bachelor's or Associates degreeNo prior 401k experience requiredCommute to the Plano, TX officeCumulative GPA of 3.0+Work 20 hours a week (in office) at a minimum (28 hour maximum)

  Why Fisher Investments:

  At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits to part-time employees like:

  A 50% 401(k) match, up to the IRS maximum (must be 21 years and older)Access to emotional wellbeing services such as the Ginger app, Headspace, and an Employee Assistance Program (EAP)A collaborative working environment that practices ongoing training, educational support and employee appreciation events

  We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

  We also provide a cumulative learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we're Great Place to Work Certified, and The Oregonian named us as a Top Workplace! But in the end, it's not the perks that keep people here. They stay because they believe in our mission of service-our employees want to make a difference in an industry that can do better.

  FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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