UK-Client International Wealth Advisor

Jobtome; Clearwater (FL); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

100% paid medical, dental and vision

50% 401(k) match

20 days PTO + 10 holidays

Family support programs

Hybrid work from home program

Job summary

Fisher Investments International seeks an International Investment Counselor to serve high-net-worth clients in the United Kingdom from the United States, based in Tampa, FL. You will collaborate with portfolio decision-makers, client service teams, and the sales group to deliver fiduciary, fee-only guidance.

The role emphasizes a consultative approach, quarterly client reviews, education on top-down strategies, and adherence to UK regulatory practices while gradually expanding your client

Qualifications

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

Responsibilities

• Work with UK clients to build trusting relationships.
• Quarterly client reviews to align asset allocation with goals.
• Educate clients on top-down portfolio strategy and market events.
• Collaborate with internal sales and client service teams to grow the roster.
• Demonstrate knowledge of UK regulatory practices and related responsibilities.

Skills

Asset management

Client services

Consultative approach

Relationship building

Education

Bachelor's degree or equivalent work experience

Series 65 exam

Job description

Fisher Investments International seeks an International Investment Counselor to serve high-net-worth clients in the United Kingdom from the United States, based in Tampa, FL. You will collaborate with portfolio decision-makers, client service teams, and the sales group to deliver fiduciary, fee-only guidance.

The role emphasizes a consultative approach, quarterly client reviews, education on top-down strategies, and adherence to UK regulatory practices while gradually expanding your client