UK High-Net-Worth Investment Counselor

Jobtome; Grand Prairie (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

100% paid medical, dental and vision

401(k) match 50%

PTO 20 days + 10 holidays

Family Support programs

Hybrid work-from-home program

Job summary

Fisher Investments International seeks an International Investment Counselor in Plano, TX. You will be the voice of the firm to UK clients, collaborating with portfolio decision-makers and client service teams to deliver top-tier service with a fiduciary, fee-only model.

This onsite role emphasizes educating clients on strategy, market events, and portfolio construction while building a roster of high-net-worth clients through the sales team.

Qualifications

• Bachelor's degree or equivalent work experience.
• 2+ years of experience in asset management, financial and client services.
• Series 65 exam or equivalent required.
• Results-oriented with a client-first mindset.
• Strong consultative approach focused on client needs.

Responsibilities

• Serve UK clients as the primary point of contact from the US.
• Quarterly client reviews of asset allocation and goals.
• Explain top-down portfolio strategy and market context to clients.
• Collaborate with sales to grow your client roster within the first year.
• Demonstrate knowledge of UK regulatory practices and related operations.

Skills

Client service

Asset management

Financial experience

Consultative approach

Education

Bachelor's degree or equivalent work experience

Job description

Fisher Investments International seeks an International Investment Counselor in Plano, TX. You will be the voice of the firm to UK clients, collaborating with portfolio decision-makers and client service teams to deliver top-tier service with a fiduciary, fee-only model.

This onsite role emphasizes educating clients on strategy, market events, and portfolio construction while building a roster of high-net-worth clients through the sales team.