Financial Consultant

Jobtome; Clearwater (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Premium health benefits

401(k) match

Paid time off (PTO) and holidays

Family support programs

Hybrid work program

Job summary

Fisher Investments International seeks an International Investment Counselor to serve UK high-net-worth clients from the United States. You’ll work with portfolio decision-makers, research teams, client service associates, and the sales team in a fiduciary, fee-only environment with no commissions.

The role reports to a group manager and is based onsite in Tampa, Florida. Key duties include maintaining client relationships, quarterly asset-allocation reviews, and educating clients on portfolio

Qualifications

• 2+ years of experience in asset management, financial and client services.
• Bachelor's degree or equivalent work experience.
• Series 65 exam or equivalent is required.

Responsibilities

• Build trusting relationships with UK clients.
• Proactively review asset allocation with clients quarterly.
• Educate clients on top-down portfolio strategy and market events.
• Collaborate with sales to grow your client roster within the first year.
• Adhere to UK regulatory practices and internal operational responsibilities.

Skills

Asset management

Client services

Education

Bachelor's degree or equivalent work experience

Series 65 exam or equivalent

Job description

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counselor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.

The Opportunity:

As an International Investment Counselor, you are the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Tampa, FL.

The Day-to-Day:

As an International Investment Counselor, you are the central voice of Fisher Investments International, working from the United States. You will:

• Work with our UK clients to build a trusting and professional relationship
• Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
• Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
• Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
• Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities

Your Qualifications:

• Bachelor's degree or equivalent work experience
• 2+ years of experience in asset management, financial and client services
• Required to pass the Series 65 exam or equivalent
• Achieve results and provide unparalleled service
• A thoughtful consultative approach with an emphasis on client focus

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