Global Wealth Advisor for UK Clients (Onsite in Tampa)

Jobtome; Tampa (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health premiums for you and dependents

401(k) match

PTO + holidays

Family support & caregiver leave

Job summary

Fisher Investments International seeks an International Investment Counselor in Tampa, FL to serve a roster of high-net-worth clients in the United Kingdom. You will work with internal decision-makers and client service teams to provide a fiduciary, fee-only service with no commissions, while benefiting from their specialized training program.

The role emphasizes regulatory knowledge, client-focused consultative advice, and building a client roster within the first year.

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

Responsibilities

• Work with UK clients to build trusting and professional relationships
• Proactively connect with clients on a quarterly basis to review asset allocation
• Educate clients on our top-down portfolio strategy and market events
• Rely on the sales team to gradually build your roster within year one
• Demonstrate knowledge of UK regulatory practices and adhere to responsibilities

Skills

Relationship management

Financial analysis

Client service

Regulatory knowledge

UK market knowledge

Education

Bachelor's degree or equivalent

Tools

CRM software

Job description

Fisher Investments International seeks an International Investment Counselor in Tampa, FL to serve a roster of high-net-worth clients in the United Kingdom. You will work with internal decision-makers and client service teams to provide a fiduciary, fee-only service with no commissions, while benefiting from their specialized training program.

The role emphasizes regulatory knowledge, client-focused consultative advice, and building a client roster within the first year.