UK-Focused International Investment Counselor

Jobtome; Hurst (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

100% paid health premiums for you and;

50% 401(k) match

20 days of PTO + 10 holidays

Family support programs and caregiver/

Job summary

Fisher Investments International is seeking an International Investment Counselor in Plano, TX to serve UK high-net-worth clients from the United States. You will partner with internal decision-makers, research teams, client service associates, and the sales team to provide top-tier service while aligning compensation with fiduciary principles.

The role emphasizes a consultative, client-focused approach, with a structured training program and opportunities to advance within a fee-only firm

Qualifications

• Bachelor's degree or equivalent work experience.
• 2+ years of experience in asset management, financial and client services.
• Must pass the Series 65 exam or equivalent.
• Demonstrated results orientation and outstanding client service.
• Consultative approach with strong client focus.

Responsibilities

• Be the voice of Fisher Investments International to UK clients from the US.
• Proactively engage with clients quarterly to review asset allocation and progress toward goals.
• Educate clients on top-down portfolio strategy, investments, events and competitive landscape.
• Leverage the sales team to grow your roster of high-net-worth clients in the first year.
• Demonstrate knowledge of UK regulatory practices and related operational responsibilities.

Skills

Client services

Asset management

Financial analysis

Regulatory knowledge

Consultative approach

Education

Bachelor's degree or equivalent

Job description

Fisher Investments International is seeking an International Investment Counselor in Plano, TX to serve UK high-net-worth clients from the United States. You will partner with internal decision-makers, research teams, client service associates, and the sales team to provide top-tier service while aligning compensation with fiduciary principles.

The role emphasizes a consultative, client-focused approach, with a structured training program and opportunities to advance within a fee-only firm