UK-focused International Investment Counselor

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

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