International Wealth Advisor for UK Clients

Jobtome; Mansfield (TX); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

100% paid medical, dental and vision

50% 401(k) match up to IRS maximum

20 days PTO + 10 paid holidays

Family support programs including paid

Hybrid work option

Job summary

Fisher Investments International is seeking an International Investment Counselor to serve UK-based high-net-worth clients from our Plano, Texas office. You will work with internal portfolio decision-makers and client service teams to deliver personalized fiduciary guidance without commissions.

This role emphasizes top-down portfolio strategy education, quarterly client reviews, and strict adherence to UK regulatory practices, with opportunities for hybrid work based on role and performance.

Qualifications

• Bachelor's degree or equivalent work experience.
• 2+ years asset management experience.
• Pass the Series 65 exam or equivalent.
• Consultative, client-focused approach.

Responsibilities

• Serve UK-based high-net-worth clients from the US.
• Conduct quarterly reviews of client asset allocations.
• Educate clients on top-down portfolio strategy and market events.
• Collaborate with sales team to grow client roster.
• Demonstrate knowledge of UK regulatory practices.

Skills

Series 65 exam

Client-focused

Education

Bachelor's degree or equivalent work experience

Job description

Fisher Investments International is seeking an International Investment Counselor to serve UK-based high-net-worth clients from our Plano, Texas office. You will work with internal portfolio decision-makers and client service teams to deliver personalized fiduciary guidance without commissions.

This role emphasizes top-down portfolio strategy education, quarterly client reviews, and strict adherence to UK regulatory practices, with opportunities for hybrid work based on role and performance.