Global UK Client Investment Counselor

Jobtome; Burleson (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical/dental/vision premiums covered

401(k) match

PTO & holidays

Family support programs

Hybrid work option

Job summary

Fisher Investments is seeking an International Investment Counselor to serve a roster of high-net-worth UK clients from our Plano, TX office. You will collaborate with internal portfolio decision-makers, research teams, and client service associates to deliver best-in-class service without commissions.

This role emphasizes a rigorous training program, a consultative approach, and growth opportunities within a firm that aligns compensation with client interests.

Qualifications

• Bachelor's degree or equivalent work experience.
• 2+ years of experience in asset management, financial and client services.
• Pass the Series 65 exam or equivalent.
• Proven ability to achieve results and provide unparalleled service.
• Thoughtful consultative approach with emphasis on client focus.

Responsibilities

• Build trusting, professional relationships with UK clients.
• Quarterly asset-allocation reviews aligned with long-term goals.
• Educate clients on top-down portfolio strategy and market events.
• Rely on the sales team to grow the client roster in the first year.
• Demonstrate knowledge of UK regulatory practices and adhere to operations.

Skills

Asset management

Client services

Consultative approach

UK regulatory awareness

Education

Bachelor's degree or equivalent

Job description

Fisher Investments is seeking an International Investment Counselor to serve a roster of high-net-worth UK clients from our Plano, TX office. You will collaborate with internal portfolio decision-makers, research teams, and client service associates to deliver best-in-class service without commissions.

This role emphasizes a rigorous training program, a consultative approach, and growth opportunities within a firm that aligns compensation with client interests.